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CrossGen Wealth’s Medtronic MDT Stock Holding History

CrossGen 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 Buy
13,535
+866
+7% +$69.9K 0.82% 33
2026
Q1 		$1.1M Sell
12,669
-348
-3% -$33.3K 0.96% 30
2025
Q4 		$1.25M Buy
+13,017
New +$1.26M 1.1% 28

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

CrossGen Wealth's MDT Position: Q2 2026 in Review

CrossGen Wealth increased its Medtronic (MDT) stake by 6.8% in Q2 2026, buying an estimated $69.9K and bringing the position to 13,535 shares worth $1.06M. The position accounts for 0.82% of the portfolio, ranked #33.

CrossGen Wealth first reported a position in MDT in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.25M in Q4 2025. 2,128 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • CrossGen Wealth held 13,535 shares of Medtronic worth $1.06M as of Q2 2026.
  • CrossGen Wealth bought 866 Medtronic shares in Q2 2026, an estimated $69.9K.
  • Medtronic made up 0.82% of CrossGen Wealth's portfolio in Q2 2026, its #33 holding.
  • CrossGen Wealth first reported a position in Medtronic in Q4 2025 and has held it in 3 quarters since.
  • CrossGen Wealth's Medtronic position peaked at $1.25M in Q4 2025.
  • 2,128 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on CrossGen Wealth's 13F filing for Q2 2026, filed 24 Jul 2026.