BIP Wealth’s Medtronic MDT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
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

BIP Wealth's MDT Position: Q1 2026 in Review

BIP Wealth increased its Medtronic (MDT) stake by 4.9% in Q1 2026, buying an estimated $26.1K and bringing the position to 5,841 shares worth $506K. The position accounts for 0.02% of the portfolio, ranked #295.

BIP Wealth first reported a position in MDT in Q4 2025 and has held it in 2 quarters since. The position peaked at $535K in Q4 2025. 2,229 funds tracked by Wall St. Rank hold MDT as of Q1 2026.

  • BIP Wealth held 5,841 shares of Medtronic worth $506K as of Q1 2026.
  • BIP Wealth bought 272 Medtronic shares in Q1 2026, an estimated $26.1K.
  • Medtronic made up 0.02% of BIP Wealth's portfolio in Q1 2026, its #295 holding.
  • BIP Wealth first reported a position in Medtronic in Q4 2025 and has held it in 2 quarters since.
  • BIP Wealth's Medtronic position peaked at $535K in Q4 2025.
  • 2,229 funds tracked by Wall St. Rank held Medtronic as of Q1 2026.

Based on BIP Wealth's 13F filing for Q1 2026, filed 27 Apr 2026.