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CreativeOne Wealth’s Medtronic MDT Stock Holding History

CreativeOne Wealth’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 		$1.06M Sell
13,581
-1,017
-7% -$82K 0.02% 559
2026
Q1 		$1.26M Buy
14,598
+490
+3% +$46.9K 0.03% 486
2025
Q4 		$1.36M Buy
14,108
+283
+2% +$27.5K 0.03% 439
2025
Q3 		$1.32M Sell
13,825
-27
-0.2% -$2.48K 0.03% 444
2025
Q2 		$1.21M Sell
13,852
-258
-2% -$21.9K 0.03% 481
2025
Q1 		$1.27M Buy
14,110
+1,631
+13% +$146K 0.04% 410
2024
Q4 		$997K Sell
12,479
-8,193
-40% -$709K 0.03% 470
2024
Q3 		$1.86M Buy
20,672
+15,225
+280% +$1.28M 0.06% 284
2024
Q2 		$429K Sell
5,447
-9
-0.2% -$738 0.02% 518
2024
Q1 		$475K Buy
5,456
+1,300
+31% +$111K 0.02% 575
2023
Q4 		$342K Buy
4,156
+1,429
+52% +$109K 0.02% 461
2023
Q3 		$213K Sell
2,727
-1,736
-39% -$145K 0.02% 517
2023
Q2 		$393K Buy
4,463
+964
+28% +$83K 0.02% 563
2023
Q1 		$282K Buy
3,499
+86
+3% +$7.01K 0.01% 653
2022
Q4 		$265K Sell
3,413
-106
-3% -$8.59K 0.01% 613
2022
Q3 		$284K Sell
3,519
-49
-1% -$4.4K 0.02% 560
2022
Q2 		$320K Sell
3,568
-992
-22% -$101K 0.02% 531
2022
Q1 		$506K Buy
4,560
+886
+24% +$93.6K 0.03% 427
2021
Q4 		$380K Sell
3,674
-386
-10% -$44.7K 0.02% 525
2021
Q3 		$509K Buy
4,060
+224
+6% +$29K 0.03% 401
2021
Q2 		$477K Sell
3,836
-21
-0.5% -$2.64K 0.03% 389
2021
Q1 		$456K Buy
3,857
+2,032
+111% +$238K 0.03% 346
2020
Q4 		$214K Buy
+1,825
New +$201K 0.02% 473

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

CreativeOne Wealth's MDT Position: Q2 2026 in Review

CreativeOne Wealth reduced its Medtronic (MDT) stake by 7% in Q2 2026, selling an estimated $82K and leaving 13,581 shares worth $1.06M. The position accounts for 0.02% of the portfolio, ranked #559.

CreativeOne Wealth first reported a position in MDT in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.86M in Q3 2024. 2,134 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • CreativeOne Wealth held 13,581 shares of Medtronic worth $1.06M as of Q2 2026.
  • CreativeOne Wealth sold 1,017 Medtronic shares in Q2 2026, an estimated $82K.
  • Medtronic made up 0.02% of CreativeOne Wealth's portfolio in Q2 2026, its #559 holding.
  • CreativeOne Wealth first reported a position in Medtronic in Q4 2020 and has held it in 23 quarters since.
  • CreativeOne Wealth's Medtronic position peaked at $1.86M in Q3 2024.
  • 2,134 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on CreativeOne Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.