Centric Wealth Management’s Medtronic MDT Stock Holding History

Centric 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	$3.07M	Hold	39,227	–	–	0.48%	64
2026 Q1	$3.07M	Buy	+39,227	New	+$3.76M	0.61%	61

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 $3.38T AUM 44.17% 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

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

Centric Wealth Management held its Medtronic (MDT) position steady in Q2 2026 at 39,227 shares worth $3.07M. The position accounts for 0.48% of the portfolio, ranked #64.

Centric Wealth Management first reported a position in MDT in Q1 2026 and has held it in 2 quarters since. 2,146 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

Centric Wealth Management held 39,227 shares of Medtronic worth $3.07M as of Q2 2026.
Centric Wealth Management left its Medtronic share count unchanged in Q2 2026.
Medtronic made up 0.48% of Centric Wealth Management's portfolio in Q2 2026, its #64 holding.
Centric Wealth Management first reported a position in Medtronic in Q1 2026 and has held it in 2 quarters since.
2,146 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Centric Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.