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BlueStem Wealth Partners’s Medtronic MDT Stock Holding History

BlueStem Wealth 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 		$447K Buy
5,711
+1,309
+30% +$106K 0.04% 87
2026
Q1 		$381K Buy
4,402
+61
+1% +$5.84K 0.04% 94
2025
Q4 		$417K Buy
4,341
+40
+0.9% +$3.88K 0.05% 86
2025
Q3 		$410K Buy
4,301
+62
+1% +$5.7K 0.05% 79
2025
Q2 		$370K Buy
4,239
+11
+0.3% +$933 0.05% 79
2025
Q1 		$380K Sell
4,228
-45
-1% -$4.03K 0.05% 68
2024
Q4 		$341K Buy
+4,273
New +$370K 0.04% 72

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

BlueStem Wealth Partners's MDT Position: Q2 2026 in Review

BlueStem Wealth Partners increased its Medtronic (MDT) stake by 30% in Q2 2026, buying an estimated $106K and bringing the position to 5,711 shares worth $447K. The position accounts for 0.04% of the portfolio, ranked #87.

BlueStem Wealth Partners first reported a position in MDT in Q4 2024 and has held it in 7 quarters since. 2,139 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • BlueStem Wealth Partners held 5,711 shares of Medtronic worth $447K as of Q2 2026.
  • BlueStem Wealth Partners bought 1,309 Medtronic shares in Q2 2026, an estimated $106K.
  • Medtronic made up 0.04% of BlueStem Wealth Partners's portfolio in Q2 2026, its #87 holding.
  • BlueStem Wealth Partners first reported a position in Medtronic in Q4 2024 and has held it in 7 quarters since.
  • 2,139 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on BlueStem Wealth Partners's 13F filing for Q2 2026, filed 11 Aug 2026.