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Dakota Wealth Management’s Medtronic MDT Stock Holding History

Dakota 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 		$5.68M Sell
72,552
-138,838
-66% -$11.2M 0.11% 176
2026
Q1 		$18.3M Buy
211,390
+5,849
+3% +$560K 0.4% 62
2025
Q4 		$19.8M Buy
205,541
+48,826
+31% +$4.74M 0.35% 56
2025
Q3 		$14.9M Buy
156,715
+81,896
+109% +$7.53M 0.3% 65
2025
Q2 		$6.52M Buy
74,819
+3,514
+5% +$298K 0.14% 134
2025
Q1 		$6.41M Buy
71,305
+20,918
+42% +$1.87M 0.15% 127
2024
Q4 		$4.03M Sell
50,387
-1,955
-4% -$169K 0.09% 175
2024
Q3 		$4.71M Buy
52,342
+6,951
+15% +$585K 0.11% 166
2024
Q2 		$3.57M Buy
45,391
+14,005
+45% +$1.15M 0.08% 203
2024
Q1 		$2.74M Buy
31,386
+15,902
+103% +$1.36M 0.07% 229
2023
Q4 		$1.28M Buy
15,484
+140
+0.9% +$10.7K 0.05% 275
2023
Q3 		$1.2M Buy
15,344
+1,661
+12% +$139K 0.05% 262
2023
Q2 		$1.21M Buy
13,683
+3,827
+39% +$329K 0.06% 230
2023
Q1 		$795K Buy
9,856
+812
+9% +$66.2K 0.05% 267
2022
Q4 		$703K Buy
9,044
+441
+5% +$35.7K 0.05% 280
2022
Q3 		$695K Buy
8,603
+853
+11% +$76.7K 0.06% 278
2022
Q2 		$696K Buy
7,750
+1,539
+25% +$156K 0.06% 235
2022
Q1 		$690K Buy
6,211
+3,890
+168% +$411K 0.06% 241
2021
Q4 		$240K Buy
2,321
+163
+8% +$18.9K 0.03% 333
2021
Q3 		$271K Buy
+2,158
New +$279K 0.03% 292
2020
Q1 		– Sell
-1,878
Closed -$213K – 307
2019
Q4 		$213K Buy
+1,878
New +$206K 0.03% 280
2019
Q1 		– Sell
-7,379
Closed -$726K – 320
2018
Q4 		$726K Hold
7,379
– – 0.16% 119
2018
Q3 		$726K Sell
7,379
-755
-9% -$69.8K 0.16% 120
2018
Q2 		$696K Buy
+8,134
New +$679K 0.19% 100

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

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

Dakota Wealth Management reduced its Medtronic (MDT) stake by 66% in Q2 2026, selling an estimated $11.2M and leaving 72,552 shares worth $5.68M. The position accounts for 0.11% of the portfolio, ranked #176.

Dakota Wealth Management first reported a position in MDT in Q2 2018 and has held it in 24 quarters since. The position peaked at $19.8M in Q4 2025. 2,125 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • Dakota Wealth Management held 72,552 shares of Medtronic worth $5.68M as of Q2 2026.
  • Dakota Wealth Management sold 138,838 Medtronic shares in Q2 2026, an estimated $11.2M.
  • Medtronic made up 0.11% of Dakota Wealth Management's portfolio in Q2 2026, its #176 holding.
  • Dakota Wealth Management first reported a position in Medtronic in Q2 2018 and has held it in 24 quarters since.
  • Dakota Wealth Management's Medtronic position peaked at $19.8M in Q4 2025.
  • 2,125 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Dakota Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.