Cornerstone Wealth Group’s Medtronic MDT Stock Holding History

Cornerstone Wealth Group’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	$3.67M	Buy	44,701 +39,633	+782%	+$3.8M	0.24%	105
2025 Q4	$487K	Buy	5,068 +1,191	+31%	+$116K	0.03%	211
2025 Q3	$369K	Buy	3,877 +721	+23%	+$66.3K	0.02%	235
2025 Q2	$275K	Buy	+3,156	New	+$268K	0.02%	261
2022 Q3	–	Sell	-37,508	Closed	-$3.37M	–	139
2022 Q2	$3.37M	Buy	37,508 +4,310	+13%	+$437K	0.7%	53
2022 Q1	$3.68M	Buy	33,198 +6,300	+23%	+$666K	0.68%	55
2021 Q4	$2.78M	Buy	26,898 +841	+3%	+$97.4K	0.48%	75
2021 Q3	$3.27M	Buy	26,057 +869	+3%	+$112K	0.58%	58
2021 Q2	$3.09M	Buy	25,188 +1,054	+4%	+$132K	0.63%	59
2021 Q1	$3.14M	Buy	24,134 +216	+0.9%	+$25.3K	0.64%	58
2020 Q4	$2.8M	Sell	23,918 -69	-0.3%	-$7.6K	0.69%	48
2020 Q3	$2.49M	Buy	+23,987	New	+$2.41M	0.68%	50

Other funds holding MDT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cornerstone Wealth Group's MDT Position: Q1 2026 in Review

Cornerstone Wealth Group increased its Medtronic (MDT) stake by 782% in Q1 2026, buying an estimated $3.8M and bringing the position to 44,701 shares worth $3.67M. The position accounts for 0.24% of the portfolio, ranked #105.

Cornerstone Wealth Group first reported a position in MDT in Q3 2020 and has held it in 12 quarters since. The position peaked at $3.68M in Q1 2022. 2,229 funds tracked by Wall St. Rank hold MDT as of Q1 2026.

Cornerstone Wealth Group held 44,701 shares of Medtronic worth $3.67M as of Q1 2026.
Cornerstone Wealth Group bought 39,633 Medtronic shares in Q1 2026, an estimated $3.8M.
Medtronic made up 0.24% of Cornerstone Wealth Group's portfolio in Q1 2026, its #105 holding.
Cornerstone Wealth Group first reported a position in Medtronic in Q3 2020 and has held it in 12 quarters since.
Cornerstone Wealth Group's Medtronic position peaked at $3.68M in Q1 2022.
2,229 funds tracked by Wall St. Rank held Medtronic as of Q1 2026.

Based on Cornerstone Wealth Group's 13F filing for Q1 2026, filed 22 Apr 2026.