BigSur Wealth Management’s Medtronic MDT Stock Holding History

BigSur Wealth Management’s Portfolio MDT Stock Details MDT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$284K	Hold	3,600	–	–	0.07%	140
2026 Q1	$314K	Hold	3,600	–	–	0.09%	139
2025 Q4	$348K	Hold	3,600	–	–	0.08%	128
2025 Q3	$345K	Sell	3,600 -4,800	-57%	-$441K	0.08%	131
2025 Q2	$738K	Hold	8,400	–	–	0.19%	97
2025 Q1	$761K	Hold	8,400	–	–	0.21%	96
2024 Q4	$677K	Hold	8,400	–	–	0.19%	99
2024 Q3	$762K	Hold	8,400	–	–	0.21%	94
2024 Q2	$667K	Sell	8,400 -800	-9%	-$65.6K	0.2%	97
2024 Q1	$808K	Hold	9,200	–	–	0.25%	90
2023 Q4	$764K	Sell	9,200 -1,800	-16%	-$137K	0.36%	67
2023 Q3	$870K	Sell	11,000 -500	-4%	-$41.9K	0.44%	62
2023 Q2	$1.02M	Hold	11,500	–	–	0.49%	55
2023 Q1	$935K	Hold	11,500	–	–	0.44%	60
2022 Q4	$902K	Hold	11,500	–	–	0.43%	59
2022 Q3	$936K	Sell	11,500 -656	-5%	-$59K	0.47%	54
2022 Q2	$1.1M	Sell	12,156 -151	-1%	-$15.3K	0.52%	55
2022 Q1	$1.37M	Hold	12,307	–	–	0.53%	54
2021 Q4	$1.28M	Hold	12,307	–	–	0.5%	56
2021 Q3	$1.55M	Hold	12,307	–	–	0.7%	41
2021 Q2	$1.53M	Sell	12,307 -1,426	-10%	-$179K	0.69%	42
2021 Q1	$1.64M	Buy	13,733 +1,400	+11%	+$164K	0.84%	35
2020 Q4	$1.45M	Hold	12,333	–	–	0.82%	33
2020 Q3	$1.29M	Buy	12,333 +1,300	+12%	+$131K	0.82%	36
2020 Q2	$1.02M	Sell	11,033 -3,189	-22%	-$306K	0.73%	38
2020 Q1	$1.29M	Sell	14,222 -3,000	-17%	-$319K	0.97%	23
2019 Q4	$1.96M	Buy	17,222 +12,723	+283%	+$1.4M	1.11%	26
2019 Q3	$491K	Hold	4,499	–	–	0.33%	63
2019 Q2	$441K	Buy	4,499 +239	+6%	+$21.8K	0.31%	67
2019 Q1	$390K	Hold	4,260	–	–	0.26%	71
2018 Q4	$390K	Hold	4,260	–	–	0.28%	67
2018 Q3	$421K	Buy	+4,260	New	+$394K	0.26%	65

Other funds holding MDT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

BigSur Wealth Management's MDT Position: Q2 2026 in Review

BigSur Wealth Management held its Medtronic (MDT) position steady in Q2 2026 at 3,600 shares worth $284K. The position accounts for 0.07% of the portfolio, ranked #140.

BigSur Wealth Management first reported a position in MDT in Q3 2018 and has held it in 32 quarters since. The position peaked at $1.96M in Q4 2019. 2,132 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

BigSur Wealth Management held 3,600 shares of Medtronic worth $284K as of Q2 2026.
BigSur Wealth Management left its Medtronic share count unchanged in Q2 2026.
Medtronic made up 0.07% of BigSur Wealth Management's portfolio in Q2 2026, its #140 holding.
BigSur Wealth Management first reported a position in Medtronic in Q3 2018 and has held it in 32 quarters since.
BigSur Wealth Management's Medtronic position peaked at $1.96M in Q4 2019.
2,132 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on BigSur Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.