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Confluence Wealth Services’s Medtronic MDT Stock Holding History

Confluence Wealth Services’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 		$218K Buy
+2,784
New +$225K 0.01% 448
2025
Q1 		– Sell
-2,401
Closed -$214K – 350
2024
Q4 		$214K Sell
2,401
-1,837
-43% -$159K 0.01% 316
2024
Q3 		$382K Sell
4,238
-2,605
-38% -$219K 0.03% 251
2024
Q2 		$539K Sell
6,843
-100
-1% -$8.2K 0.04% 216
2024
Q1 		$605K Sell
6,943
-1,033
-13% -$88.2K 0.05% 188
2023
Q4 		$657K Sell
7,976
-5,953
-43% -$454K 0.07% 158
2023
Q3 		$1.09M Sell
13,929
-14
-0.1% -$1.17K 0.22% 80
2023
Q2 		$1.23M Sell
13,943
-81
-0.6% -$6.97K 0.26% 75
2023
Q1 		$1.13M Buy
14,024
+3,186
+29% +$260K 0.26% 76
2022
Q4 		$842K Buy
10,838
+223
+2% +$18.1K 0.22% 94
2022
Q3 		$857K Buy
10,615
+52
+0.5% +$4.67K 0.36% 83
2022
Q2 		$993K Buy
10,563
+734
+7% +$74.4K 0.44% 80
2022
Q1 		$1.09M Buy
+9,829
New +$1.04M 0.39% 66

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

Confluence Wealth Services's MDT Position: Q2 2026 in Review

Confluence Wealth Services opened a new position in Medtronic (MDT) in Q2 2026: 2,784 shares worth $218K. The stake represents 0.01% of the portfolio and ranks #448 among its holdings. This is a return to the name: Confluence Wealth Services previously reported a position in MDT as recently as Q4 2024.

Confluence Wealth Services first reported a position in MDT in Q1 2022 and has held it in 13 quarters since. The position peaked at $1.23M in Q2 2023. 2,128 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • Confluence Wealth Services held 2,784 shares of Medtronic worth $218K as of Q2 2026.
  • Medtronic was a new Confluence Wealth Services position in Q2 2026.
  • Medtronic made up 0.01% of Confluence Wealth Services's portfolio in Q2 2026, its #448 holding.
  • Confluence Wealth Services first reported a position in Medtronic in Q1 2022 and has held it in 13 quarters since.
  • Confluence Wealth Services's Medtronic position peaked at $1.23M in Q2 2023.
  • 2,128 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Confluence Wealth Services's 13F filing for Q2 2026, filed 22 Jul 2026.