BIP Wealth’s Medtronic MDT Stock Holding History

BIP Wealth’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	-5,841	Closed	-$506K	–	573
2026 Q1	$506K	Buy	5,841 +272	+5%	+$26.1K	0.02%	295
2025 Q4	$535K	Buy	+5,569	New	+$541K	0.02%	290

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

BIP Wealth's MDT Position: Q2 2026 in Review

BIP Wealth sold out of Medtronic (MDT) in Q2 2026, closing a stake of 5,841 shares — an estimated $506K sold.

BIP Wealth first reported a position in MDT in Q4 2025 and held it in 2 quarters. The position peaked at $535K in Q4 2025. 2,134 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

BIP Wealth reported no remaining Medtronic position as of Q2 2026 after selling out during the quarter.
BIP Wealth sold 5,841 Medtronic shares in Q2 2026, an estimated $506K.
BIP Wealth first reported a position in Medtronic in Q4 2025 and held it in 2 quarters.
BIP Wealth's Medtronic position peaked at $535K in Q4 2025.
2,134 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on BIP Wealth's 13F filing for Q2 2026, filed 3 Aug 2026.