Cassaday & Co Wealth Management’s Medtronic MDT Stock Holding History

Cassaday & Co 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	$176K	Buy	2,252 +155	+7%	+$12.5K	﹤0.01%	374
2026 Q1	$182K	Sell	2,097 -79	-4%	-$7.57K	﹤0.01%	356
2025 Q4	$209K	Buy	+2,176	New	+$211K	﹤0.01%	343
2025 Q1	–	Sell	-7,450	Closed	-$595K	–	332
2024 Q4	$595K	Buy	7,450 +5,047	+210%	+$437K	0.02%	173
2024 Q3	$216K	Buy	+2,403	New	+$202K	0.01%	290
2024 Q2	–	Sell	-2,471	Closed	-$215K	–	306
2024 Q1	$215K	Buy	+2,471	New	+$211K	0.01%	270

Other funds holding MDT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Cassaday & Co Wealth Management's MDT Position: Q2 2026 in Review

Cassaday & Co Wealth Management increased its Medtronic (MDT) stake by 7.4% in Q2 2026, buying an estimated $12.5K and bringing the position to 2,252 shares worth $176K. The position accounts for ﹤0.01% of the portfolio, ranked #374.

Cassaday & Co Wealth Management first reported a position in MDT in Q1 2024 and has held it in 6 quarters since. The position peaked at $595K in Q4 2024. 2,134 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

Cassaday & Co Wealth Management held 2,252 shares of Medtronic worth $176K as of Q2 2026.
Cassaday & Co Wealth Management bought 155 Medtronic shares in Q2 2026, an estimated $12.5K.
Medtronic made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #374 holding.
Cassaday & Co Wealth Management first reported a position in Medtronic in Q1 2024 and has held it in 6 quarters since.
Cassaday & Co Wealth Management's Medtronic position peaked at $595K in Q4 2024.
2,134 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.