CWM
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Consultiva Wealth Management’s Medtronic MDT Stock Holding History

Consultiva 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 		$9.19K Hold
106
– – 0.03% 207
2025
Q4 		$10.2K Hold
106
– – 0.03% 200
2025
Q3 		$10.1K Hold
106
– – 0.03% 202
2025
Q2 		$9.24K Hold
106
– – 0.03% 217
2025
Q1 		$9.53K Hold
106
– – 0.03% 214
2024
Q4 		$8.47K Buy
+106
New +$9.18K 0.04% 133

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

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

Consultiva Wealth Management held its Medtronic (MDT) position steady in Q1 2026 at 106 shares worth $9.19K. The position accounts for 0.03% of the portfolio, ranked #207.

Consultiva Wealth Management first reported a position in MDT in Q4 2024 and has held it in 6 quarters since. The position peaked at $10.2K in Q4 2025. 2,229 funds tracked by Wall St. Rank hold MDT as of Q1 2026.

  • Consultiva Wealth Management held 106 shares of Medtronic worth $9.19K as of Q1 2026.
  • Consultiva Wealth Management left its Medtronic share count unchanged in Q1 2026.
  • Medtronic made up 0.03% of Consultiva Wealth Management's portfolio in Q1 2026, its #207 holding.
  • Consultiva Wealth Management first reported a position in Medtronic in Q4 2024 and has held it in 6 quarters since.
  • Consultiva Wealth Management's Medtronic position peaked at $10.2K in Q4 2025.
  • 2,229 funds tracked by Wall St. Rank held Medtronic as of Q1 2026.

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