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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlueStem Wealth Partners's MDT Position: Q1 2026 in Review

BlueStem Wealth Partners increased its Medtronic (MDT) stake by 1.4% in Q1 2026, buying an estimated $5.84K and bringing the position to 4,402 shares worth $381K. The position accounts for 0.04% of the portfolio, ranked #94.

BlueStem Wealth Partners first reported a position in MDT in Q4 2024 and has held it in 6 quarters since. The position peaked at $417K in Q4 2025. 2,230 funds tracked by Wall St. Rank hold MDT as of Q1 2026.

BlueStem Wealth Partners held 4,402 shares of Medtronic worth $381K as of Q1 2026.
BlueStem Wealth Partners bought 61 Medtronic shares in Q1 2026, an estimated $5.84K.
Medtronic made up 0.04% of BlueStem Wealth Partners's portfolio in Q1 2026, its #94 holding.
BlueStem Wealth Partners first reported a position in Medtronic in Q4 2024 and has held it in 6 quarters since.
BlueStem Wealth Partners's Medtronic position peaked at $417K in Q4 2025.
2,230 funds tracked by Wall St. Rank held Medtronic as of Q1 2026.

Based on BlueStem Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.