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Cornerstone Wealth Management’s Medtronic MDT Stock Holding History

Cornerstone 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
Q2 		$1.25M Buy
15,935
+1,184
+8% +$95.5K 0.05% 302
2026
Q1 		$1.28M Buy
14,751
+83
+0.6% +$7.95K 0.06% 264
2025
Q4 		$1.41M Buy
14,668
+320
+2% +$31.1K 0.07% 228
2025
Q3 		$1.37M Buy
14,348
+507
+4% +$46.6K 0.08% 224
2025
Q2 		$1.21M Sell
13,841
-35
-0.3% -$2.97K 0.07% 230
2025
Q1 		$1.25M Sell
13,876
-366
-3% -$32.8K 0.08% 205
2024
Q4 		$1.14M Buy
14,242
+1,464
+11% +$127K 0.08% 212
2024
Q3 		$1.15M Buy
12,778
+586
+5% +$49.3K 0.08% 197
2024
Q2 		$960K Buy
12,192
+549
+5% +$45K 0.07% 211
2024
Q1 		$1.01M Buy
11,643
+661
+6% +$56.4K 0.08% 201
2023
Q4 		$905K Buy
10,982
+940
+9% +$71.6K 0.08% 214
2023
Q3 		$787K Buy
10,042
+1,469
+17% +$123K 0.07% 225
2023
Q2 		$755K Buy
8,573
+985
+13% +$84.8K 0.07% 231
2023
Q1 		$612K Buy
+7,588
New +$618K 0.06% 252
2022
Q3 		$486K Sell
6,015
-1,208
-17% -$109K 0.05% 258
2022
Q2 		$648K Buy
7,223
+1,398
+24% +$142K 0.07% 219
2022
Q1 		$646K Buy
5,825
+191
+3% +$20.2K 0.06% 235
2021
Q4 		$577K Sell
5,634
-114
-2% -$13.2K 0.06% 260
2021
Q3 		$721K Buy
5,748
+395
+7% +$51.1K 0.08% 223
2021
Q2 		$664K Buy
5,353
+1,017
+23% +$128K 0.07% 243
2021
Q1 		$512K Sell
4,336
-403
-9% -$47.2K 0.06% 267
2020
Q4 		$555K Buy
4,739
+41
+0.9% +$4.51K 0.07% 231
2020
Q3 		$488K Buy
4,698
+447
+11% +$44.9K 0.07% 220
2020
Q2 		$390K Sell
4,251
-407
-9% -$39K 0.06% 247
2020
Q1 		$420K Buy
4,658
+2,475
+113% +$263K 0.08% 217
2019
Q4 		$248K Sell
2,183
-171
-7% -$18.8K 0.04% 301
2019
Q3 		$256K Buy
+2,354
New +$246K 0.05% 288
2019
Q2 		– Sell
-2,499
Closed -$715K – 451
2019
Q1 		$715K Buy
+2,499
New +$224K 0.09% 236
2016
Q4 		– Sell
-4,271
Closed -$369K – 294
2016
Q3 		$369K Buy
+4,271
New +$372K 0.14% 149

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

Cornerstone Wealth Management's MDT Position: Q2 2026 in Review

Cornerstone Wealth Management increased its Medtronic (MDT) stake by 8% in Q2 2026, buying an estimated $95.5K and bringing the position to 15,935 shares worth $1.25M. The position accounts for 0.05% of the portfolio, ranked #302.

Cornerstone Wealth Management first reported a position in MDT in Q3 2016 and has held it in 29 quarters since. The position peaked at $1.41M in Q4 2025. 2,141 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • Cornerstone Wealth Management held 15,935 shares of Medtronic worth $1.25M as of Q2 2026.
  • Cornerstone Wealth Management bought 1,184 Medtronic shares in Q2 2026, an estimated $95.5K.
  • Medtronic made up 0.05% of Cornerstone Wealth Management's portfolio in Q2 2026, its #302 holding.
  • Cornerstone Wealth Management first reported a position in Medtronic in Q3 2016 and has held it in 29 quarters since.
  • Cornerstone Wealth Management's Medtronic position peaked at $1.41M in Q4 2025.
  • 2,141 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

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