Cerro Pacific Wealth Advisors’s Medtronic MDT Stock Holding History

Cerro Pacific Wealth Advisors’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	$725K	Sell	9,264 -878	-9%	-$70.8K	0.16%	89
2026 Q1	$879K	Sell	10,142 -162	-2%	-$15.5K	0.23%	73
2025 Q4	$990K	Sell	10,304 -464	-4%	-$45.1K	0.27%	69
2025 Q3	$1.03M	Sell	10,768 -1,870	-15%	-$172K	0.28%	68
2025 Q2	$1.1M	Buy	12,638 +4,406	+54%	+$374K	0.31%	65
2025 Q1	$658K	Sell	8,232 -193	-2%	-$17.3K	0.21%	88
2024 Q4	$759K	Buy	8,425 +2,708	+47%	+$234K	0.25%	78
2024 Q3	$450K	Hold	5,717	–	–	0.17%	103
2024 Q2	$450K	Buy	+5,717	New	+$469K	0.17%	104
2023 Q1	$632K	Buy	7,844 +1,778	+29%	+$145K	0.35%	73
2022 Q4	$471K	Buy	6,066 +221	+4%	+$17.9K	0.25%	93
2022 Q3	$472K	Buy	5,845 +105	+2%	+$9.44K	0.29%	88
2022 Q2	$515K	Sell	5,740 -681	-11%	-$69K	0.32%	87
2022 Q1	$712K	Sell	6,421 -105	-2%	-$11.1K	0.44%	73
2021 Q4	$675K	Sell	6,526 -696	-10%	-$80.6K	0.43%	72
2021 Q3	$905K	Sell	7,222 -2,121	-23%	-$275K	0.65%	34
2021 Q2	$1.16M	Buy	+9,343	New	+$1.17M	0.86%	31
2020 Q4	$1.47M	Buy	+12,543	New	+$1.38M	0.88%	30

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

Cerro Pacific Wealth Advisors's MDT Position: Q2 2026 in Review

Cerro Pacific Wealth Advisors reduced its Medtronic (MDT) stake by 8.7% in Q2 2026, selling an estimated $70.8K and leaving 9,264 shares worth $725K. The position accounts for 0.16% of the portfolio, ranked #89.

Cerro Pacific Wealth Advisors first reported a position in MDT in Q4 2020 and has held it in 18 quarters since. The position peaked at $1.47M in Q4 2020. 2,132 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

Cerro Pacific Wealth Advisors held 9,264 shares of Medtronic worth $725K as of Q2 2026.
Cerro Pacific Wealth Advisors sold 878 Medtronic shares in Q2 2026, an estimated $70.8K.
Medtronic made up 0.16% of Cerro Pacific Wealth Advisors's portfolio in Q2 2026, its #89 holding.
Cerro Pacific Wealth Advisors first reported a position in Medtronic in Q4 2020 and has held it in 18 quarters since.
Cerro Pacific Wealth Advisors's Medtronic position peaked at $1.47M in Q4 2020.
2,132 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Cerro Pacific Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.