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Concord Wealth Partners’s Medtronic MDT Stock Holding History

Concord Wealth Partners’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 		$63.1K Buy
+806
New +$65K 0.01% 334
2026
Q1 		– Sell
-472
Closed -$45.3K – 557
2025
Q4 		$45.3K Buy
472
+1
+0.2% +$97 0.01% 339
2025
Q3 		$44.9K Sell
471
-189
-29% -$17.4K 0.01% 351
2025
Q2 		$57.5K Sell
660
-19
-3% -$1.61K 0.01% 327
2025
Q1 		$61K Sell
679
-48
-7% -$4.29K 0.01% 294
2024
Q4 		$58.1K Sell
727
-206
-22% -$17.8K 0.01% 305
2024
Q3 		$84K Sell
933
-3,706
-80% -$312K 0.01% 272
2024
Q2 		$365K Buy
4,639
+2,899
+167% +$238K 0.06% 155
2024
Q1 		$152K Sell
1,740
-1,956
-53% -$167K 0.03% 232
2023
Q4 		$304K Sell
3,696
-3,707
-50% -$283K 0.06% 161
2023
Q3 		$580K Buy
7,403
+1,752
+31% +$147K 0.12% 114
2023
Q2 		$498K Buy
5,651
+3,287
+139% +$283K 0.11% 112
2023
Q1 		$191K Sell
2,364
-1,381
-37% -$113K 0.05% 171
2022
Q4 		$291K Sell
3,745
-1,220
-25% -$98.9K 0.09% 125
2022
Q3 		$401K Sell
4,965
-63
-1% -$5.66K 0.13% 105
2022
Q2 		$451K Buy
5,028
+128
+3% +$13K 0.12% 110
2022
Q1 		$544K Buy
4,900
+650
+15% +$68.7K 0.14% 96
2021
Q4 		$440K Buy
4,250
+2,770
+187% +$321K 0.11% 110
2021
Q3 		$186K Sell
1,480
-1,870
-56% -$242K 0.08% 92
2021
Q2 		$416K Buy
3,350
+100
+3% +$12.6K 0.12% 76
2021
Q1 		$384K Buy
3,250
+3,024
+1,338% +$354K 0.13% 81
2020
Q4 		$26K Buy
+226
New +$24.9K 0.02% 279

Other funds holding MDT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Concord Wealth Partners's MDT Position: Q2 2026 in Review

Concord Wealth Partners opened a new position in Medtronic (MDT) in Q2 2026: 806 shares worth $63.1K. The stake represents 0.01% of the portfolio and ranks #334 among its holdings. This is a return to the name: Concord Wealth Partners previously reported a position in MDT as recently as Q4 2025.

Concord Wealth Partners first reported a position in MDT in Q4 2020 and has held it in 22 quarters since. The position peaked at $580K in Q3 2023. 2,123 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • Concord Wealth Partners held 806 shares of Medtronic worth $63.1K as of Q2 2026.
  • Medtronic was a new Concord Wealth Partners position in Q2 2026.
  • Medtronic made up 0.01% of Concord Wealth Partners's portfolio in Q2 2026, its #334 holding.
  • Concord Wealth Partners first reported a position in Medtronic in Q4 2020 and has held it in 22 quarters since.
  • Concord Wealth Partners's Medtronic position peaked at $580K in Q3 2023.
  • 2,123 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.