Cherry Tree Wealth Management’s Medtronic MDT Stock Holding History

Cherry Tree 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	$725K	Sell	8,364 -2,750	-25%	-$263K	0.15%	78
2025 Q4	$1.07M	Sell	11,114 -342	-3%	-$33.2K	0.23%	72
2025 Q3	$1.09M	Hold	11,456	–	–	0.24%	68
2025 Q2	$999K	Sell	11,456 -8	-0.1%	-$678	0.23%	69
2025 Q1	$1.03M	Hold	11,464	–	–	0.25%	69
2024 Q4	$916K	Buy	11,464 +8	+0.1%	+$693	0.23%	71
2024 Q3	$1.03M	Sell	11,456 -1,152	-9%	-$96.9K	0.24%	70
2024 Q2	$992K	Sell	12,608 -2,527	-17%	-$207K	0.25%	66
2024 Q1	$1.32M	Hold	15,135	–	–	0.33%	59
2023 Q4	$1.25M	Hold	15,135	–	–	0.33%	57
2023 Q3	$1.19M	Buy	15,135 +3,474	+30%	+$291K	0.35%	49
2023 Q2	$1.03M	Buy	+11,661	New	+$1M	0.3%	55

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

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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

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

Cherry Tree Wealth Management's MDT Position: Q1 2026 in Review

Cherry Tree Wealth Management reduced its Medtronic (MDT) stake by 25% in Q1 2026, selling an estimated $263K and leaving 8,364 shares worth $725K. The position accounts for 0.15% of the portfolio, ranked #78.

Cherry Tree Wealth Management first reported a position in MDT in Q2 2023 and has held it in 12 quarters since. The position peaked at $1.32M in Q1 2024. 2,248 funds tracked by Wall St. Rank hold MDT as of Q1 2026.

Cherry Tree Wealth Management held 8,364 shares of Medtronic worth $725K as of Q1 2026.
Cherry Tree Wealth Management sold 2,750 Medtronic shares in Q1 2026, an estimated $263K.
Medtronic made up 0.15% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #78 holding.
Cherry Tree Wealth Management first reported a position in Medtronic in Q2 2023 and has held it in 12 quarters since.
Cherry Tree Wealth Management's Medtronic position peaked at $1.32M in Q1 2024.
2,248 funds tracked by Wall St. Rank held Medtronic as of Q1 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.