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Cura Wealth Advisors’s Medtronic MDT Stock Holding History

Cura 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 		– Sell
-2,443
Closed -$212K – 142
2026
Q1 		$212K Sell
2,443
-293
-11% -$28.1K 0.09% 111
2025
Q4 		$263K Buy
2,736
+47
+2% +$4.57K 0.1% 105
2025
Q3 		$256K Buy
2,689
+277
+11% +$25.5K 0.1% 98
2025
Q2 		$210K Hold
2,412
– – 0.08% 105
2025
Q1 		$217K Buy
+2,412
New +$216K 0.09% 97

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

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

Cura Wealth Advisors sold out of Medtronic (MDT) in Q2 2026, closing a stake of 2,443 shares — an estimated $212K sold.

Cura Wealth Advisors first reported a position in MDT in Q1 2025 and held it in 5 quarters. The position peaked at $263K in Q4 2025. 2,128 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • Cura Wealth Advisors reported no remaining Medtronic position as of Q2 2026 after selling out during the quarter.
  • Cura Wealth Advisors sold 2,443 Medtronic shares in Q2 2026, an estimated $212K.
  • Cura Wealth Advisors first reported a position in Medtronic in Q1 2025 and held it in 5 quarters.
  • Cura Wealth Advisors's Medtronic position peaked at $263K in Q4 2025.
  • 2,128 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Cura Wealth Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.