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Compass Wealth Management’s Medtronic MDT Stock Holding History

Compass 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 		$4.57M Buy
52,783
+5,118
+11% +$490K 1.13% 38
2025
Q4 		$4.58M Buy
47,665
+2,186
+5% +$212K 1.14% 36
2025
Q3 		$4.33M Buy
45,479
+1,328
+3% +$122K 0.97% 41
2025
Q2 		$3.85M Sell
44,151
-3,870
-8% -$328K 0.92% 40
2025
Q1 		$4.32M Sell
48,021
-1,652
-3% -$148K 1.1% 34
2024
Q4 		$3.97M Sell
49,673
-370
-0.7% -$32K 0.96% 37
2024
Q3 		$4.51M Sell
50,043
-14,226
-22% -$1.2M 1.06% 35
2024
Q2 		$5.06M Sell
64,269
-71
-0.1% -$5.82K 1.25% 26
2024
Q1 		$5.61M Buy
64,340
+6,181
+11% +$528K 1.4% 18
2023
Q4 		$4.79M Buy
58,159
+4,158
+8% +$317K 1.34% 20
2023
Q3 		$4.23M Buy
54,001
+2,397
+5% +$201K 1.33% 22
2023
Q2 		$4.55M Buy
51,604
+1,611
+3% +$139K 1.37% 19
2023
Q1 		$4.03M Buy
49,993
+10,073
+25% +$821K 1.28% 26
2022
Q4 		$3.1M Buy
+39,920
New +$3.24M 1.02% 35

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

Compass Wealth Management's MDT Position: Q1 2026 in Review

Compass Wealth Management increased its Medtronic (MDT) stake by 11% in Q1 2026, buying an estimated $490K and bringing the position to 52,783 shares worth $4.57M. The position accounts for 1.13% of the portfolio, ranked #38.

Compass Wealth Management first reported a position in MDT in Q4 2022 and has held it in 14 quarters since. The position peaked at $5.61M in Q1 2024. 2,229 funds tracked by Wall St. Rank hold MDT as of Q1 2026.

  • Compass Wealth Management held 52,783 shares of Medtronic worth $4.57M as of Q1 2026.
  • Compass Wealth Management bought 5,118 Medtronic shares in Q1 2026, an estimated $490K.
  • Medtronic made up 1.13% of Compass Wealth Management's portfolio in Q1 2026, its #38 holding.
  • Compass Wealth Management first reported a position in Medtronic in Q4 2022 and has held it in 14 quarters since.
  • Compass Wealth Management's Medtronic position peaked at $5.61M in Q1 2024.
  • 2,229 funds tracked by Wall St. Rank held Medtronic as of Q1 2026.

Based on Compass Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.