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Bullock Wealth Management’s Medtronic MDT Stock Holding History

Bullock Wealth Management’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 		$40.2K Buy
508
+12
+2% +$968 0.02% 302
2026
Q1 		$42.7K Sell
496
-17
-3% -$1.63K 0.02% 288
2025
Q4 		$49.3K Hold
513
– – 0.02% 272
2025
Q3 		$48.6K Buy
513
+17
+3% +$1.56K 0.02% 269
2025
Q2 		$44K Sell
496
-14
-3% -$1.19K 0.02% 253
2025
Q1 		$45.1K Sell
510
-100
-16% -$8.95K 0.03% 256
2024
Q4 		$48.7K Sell
610
-11
-2% -$952 0.03% 258
2024
Q3 		$55.9K Sell
621
-75
-11% -$6.31K 0.03% 228
2024
Q2 		$53.7K Sell
696
-222
-24% -$18.2K 0.04% 230
2024
Q1 		$79.9K Buy
+918
New +$78.3K 0.05% 204

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 $3.38T AUM 44.17% 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

Bullock Wealth Management's MDT Position: Q2 2026 in Review

Bullock Wealth Management increased its Medtronic (MDT) stake by 2.4% in Q2 2026, buying an estimated $968 and bringing the position to 508 shares worth $40.2K. The position accounts for 0.02% of the portfolio, ranked #302.

Bullock Wealth Management first reported a position in MDT in Q1 2024 and has held it in 10 quarters since. The position peaked at $79.9K in Q1 2024. 2,146 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • Bullock Wealth Management held 508 shares of Medtronic worth $40.2K as of Q2 2026.
  • Bullock Wealth Management bought 12 Medtronic shares in Q2 2026, an estimated $968.
  • Medtronic made up 0.02% of Bullock Wealth Management's portfolio in Q2 2026, its #302 holding.
  • Bullock Wealth Management first reported a position in Medtronic in Q1 2024 and has held it in 10 quarters since.
  • Bullock Wealth Management's Medtronic position peaked at $79.9K in Q1 2024.
  • 2,146 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Bullock Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.