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Biltmore Wealth Management’s Medtronic MDT Stock Holding History

Biltmore 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
Q1 		$552K Buy
6,370
+33
+0.5% +$3.16K 0.2% 43
2025
Q4 		$609K Sell
6,337
-12
-0.2% -$1.17K 0.23% 39
2025
Q3 		$605K Sell
6,349
-103
-2% -$9.47K 0.23% 40
2025
Q2 		$562K Sell
6,452
-258
-4% -$21.9K 0.23% 39
2025
Q1 		$603K Sell
6,710
-188
-3% -$16.8K 0.25% 35
2024
Q4 		$551K Sell
6,898
-27
-0.4% -$2.34K 0.23% 38
2024
Q3 		$623K Buy
6,925
+510
+8% +$42.9K 0.26% 39
2024
Q2 		$505K Sell
6,415
-669
-9% -$54.8K 0.22% 41
2024
Q1 		$584K Hold
7,084
– – 0.28% 39
2023
Q4 		$584K Hold
7,084
– – 0.28% 39
2023
Q3 		$555K Hold
7,084
– – 0.27% 38
2023
Q2 		$624K Buy
7,084
+217
+3% +$18.7K 0.26% 35
2023
Q1 		$554K Buy
6,867
+249
+4% +$20.3K 0.22% 36
2022
Q4 		$514K Hold
6,618
– – 0.22% 37
2022
Q3 		$534K Buy
6,618
+1,310
+25% +$118K 0.25% 34
2022
Q2 		$476K Sell
5,308
-62
-1% -$6.28K 0.21% 37
2022
Q1 		$596K Buy
5,370
+34
+0.6% +$3.59K 0.23% 37
2021
Q4 		$552K Sell
5,336
-765
-13% -$88.6K 0.21% 39
2021
Q3 		$765K Buy
6,101
+98
+2% +$12.7K 0.31% 34
2021
Q2 		$745K Buy
6,003
+246
+4% +$30.9K 0.3% 31
2021
Q1 		$680K Buy
+5,757
New +$675K 0.3% 31

Other funds holding MDT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Biltmore Wealth Management's MDT Position: Q1 2026 in Review

Biltmore Wealth Management increased its Medtronic (MDT) stake by 0.52% in Q1 2026, buying an estimated $3.16K and bringing the position to 6,370 shares worth $552K. The position accounts for 0.2% of the portfolio, ranked #43.

Biltmore Wealth Management first reported a position in MDT in Q1 2021 and has held it in 21 quarters since. The position peaked at $765K in Q3 2021. 2,229 funds tracked by Wall St. Rank hold MDT as of Q1 2026.

  • Biltmore Wealth Management held 6,370 shares of Medtronic worth $552K as of Q1 2026.
  • Biltmore Wealth Management bought 33 Medtronic shares in Q1 2026, an estimated $3.16K.
  • Medtronic made up 0.2% of Biltmore Wealth Management's portfolio in Q1 2026, its #43 holding.
  • Biltmore Wealth Management first reported a position in Medtronic in Q1 2021 and has held it in 21 quarters since.
  • Biltmore Wealth Management's Medtronic position peaked at $765K in Q3 2021.
  • 2,229 funds tracked by Wall St. Rank held Medtronic as of Q1 2026.

Based on Biltmore Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.