Center for Wealth Management Advisory’s Medtronic MDT Stock Holding History

Center for Wealth Management Advisory’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	$217K	Sell	2,504 -14,919	-86%	-$1.43M	0.16%	60
2025 Q4	$1.67M	Buy	+17,423	New	+$1.69M	1.23%	23

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

Center for Wealth Management Advisory's MDT Position: Q1 2026 in Review

Center for Wealth Management Advisory reduced its Medtronic (MDT) stake by 86% in Q1 2026, selling an estimated $1.43M and leaving 2,504 shares worth $217K. The position accounts for 0.16% of the portfolio, ranked #60.

Center for Wealth Management Advisory first reported a position in MDT in Q4 2025 and has held it in 2 quarters since. The position peaked at $1.67M in Q4 2025. 2,229 funds tracked by Wall St. Rank hold MDT as of Q1 2026.

Center for Wealth Management Advisory held 2,504 shares of Medtronic worth $217K as of Q1 2026.
Center for Wealth Management Advisory sold 14,919 Medtronic shares in Q1 2026, an estimated $1.43M.
Medtronic made up 0.16% of Center for Wealth Management Advisory's portfolio in Q1 2026, its #60 holding.
Center for Wealth Management Advisory first reported a position in Medtronic in Q4 2025 and has held it in 2 quarters since.
Center for Wealth Management Advisory's Medtronic position peaked at $1.67M in Q4 2025.
2,229 funds tracked by Wall St. Rank held Medtronic as of Q1 2026.

Based on Center for Wealth Management Advisory's 13F filing for Q1 2026, filed 24 Apr 2026.