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Crux Wealth Advisors’s Medtronic MDT Stock Holding History

Crux Wealth Advisors’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 		$1.27M Buy
16,252
+467
+3% +$37.7K 0.44% 69
2026
Q1 		$1.37M Buy
15,785
+257
+2% +$24.6K 0.52% 64
2025
Q4 		$1.49M Sell
15,528
-197
-1% -$19.1K 0.56% 54
2025
Q3 		$1.5M Buy
15,725
+667
+4% +$61.3K 0.59% 48
2025
Q2 		$1.31M Buy
15,058
+791
+6% +$67.1K 0.56% 55
2025
Q1 		$1.28M Buy
14,267
+1,431
+11% +$128K 0.67% 44
2024
Q4 		$1.03M Buy
+12,836
New +$1.11M 0.57% 58

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

Crux Wealth Advisors's MDT Position: Q2 2026 in Review

Crux Wealth Advisors increased its Medtronic (MDT) stake by 3% in Q2 2026, buying an estimated $37.7K and bringing the position to 16,252 shares worth $1.27M. The position accounts for 0.44% of the portfolio, ranked #69.

Crux Wealth Advisors first reported a position in MDT in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.5M in Q3 2025. 2,125 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • Crux Wealth Advisors held 16,252 shares of Medtronic worth $1.27M as of Q2 2026.
  • Crux Wealth Advisors bought 467 Medtronic shares in Q2 2026, an estimated $37.7K.
  • Medtronic made up 0.44% of Crux Wealth Advisors's portfolio in Q2 2026, its #69 holding.
  • Crux Wealth Advisors first reported a position in Medtronic in Q4 2024 and has held it in 7 quarters since.
  • Crux Wealth Advisors's Medtronic position peaked at $1.5M in Q3 2025.
  • 2,125 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Crux Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.