CCWM
MDT icon

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
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
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
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cassaday & Co Wealth Management's MDT Position: Q1 2026 in Review

Cassaday & Co Wealth Management reduced its Medtronic (MDT) stake by 3.6% in Q1 2026, selling an estimated $7.57K and leaving 2,097 shares worth $182K. The position accounts for ﹤0.01% of the portfolio, ranked #356.

Cassaday & Co Wealth Management first reported a position in MDT in Q1 2024 and has held it in 5 quarters since. The position peaked at $595K in Q4 2024. 2,229 funds tracked by Wall St. Rank hold MDT as of Q1 2026.

  • Cassaday & Co Wealth Management held 2,097 shares of Medtronic worth $182K as of Q1 2026.
  • Cassaday & Co Wealth Management sold 79 Medtronic shares in Q1 2026, an estimated $7.57K.
  • Medtronic made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q1 2026, its #356 holding.
  • Cassaday & Co Wealth Management first reported a position in Medtronic in Q1 2024 and has held it in 5 quarters since.
  • Cassaday & Co Wealth Management's Medtronic position peaked at $595K in Q4 2024.
  • 2,229 funds tracked by Wall St. Rank held Medtronic as of Q1 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.