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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
Q2 		– Sell
-6,370
Closed -$552K – 63
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

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

Biltmore Wealth Management sold out of Medtronic (MDT) in Q2 2026, closing a stake of 6,370 shares — an estimated $552K sold.

Biltmore Wealth Management first reported a position in MDT in Q1 2021 and held it in 21 quarters. The position peaked at $765K in Q3 2021. 2,134 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • Biltmore Wealth Management reported no remaining Medtronic position as of Q2 2026 after selling out during the quarter.
  • Biltmore Wealth Management sold 6,370 Medtronic shares in Q2 2026, an estimated $552K.
  • Biltmore Wealth Management first reported a position in Medtronic in Q1 2021 and held it in 21 quarters.
  • Biltmore Wealth Management's Medtronic position peaked at $765K in Q3 2021.
  • 2,134 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Biltmore Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.