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Birchwood Financial Partners’s Medtronic MDT Stock Holding History

Birchwood Financial Partners’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 		$166K Hold
2,122
– – 0.14% 96
2026
Q1 		$184K Hold
2,122
– – 0.18% 85
2025
Q4 		$204K Buy
+2,122
New +$206K 0.2% 77

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

Birchwood Financial Partners's MDT Position: Q2 2026 in Review

Birchwood Financial Partners held its Medtronic (MDT) position steady in Q2 2026 at 2,122 shares worth $166K. The position accounts for 0.14% of the portfolio, ranked #96.

Birchwood Financial Partners first reported a position in MDT in Q4 2025 and has held it in 3 quarters since. The position peaked at $204K in Q4 2025. 2,128 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • Birchwood Financial Partners held 2,122 shares of Medtronic worth $166K as of Q2 2026.
  • Birchwood Financial Partners left its Medtronic share count unchanged in Q2 2026.
  • Medtronic made up 0.14% of Birchwood Financial Partners's portfolio in Q2 2026, its #96 holding.
  • Birchwood Financial Partners first reported a position in Medtronic in Q4 2025 and has held it in 3 quarters since.
  • Birchwood Financial Partners's Medtronic position peaked at $204K in Q4 2025.
  • 2,128 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Birchwood Financial Partners's 13F filing for Q2 2026, filed 6 Aug 2026.