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Daymark Wealth Partners’s Medtronic MDT Stock Holding History

Daymark Wealth Partners’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 		$1.42M Sell
18,109
-35,341
-66% -$2.85M 0.03% 294
2026
Q1 		$4.63M Buy
53,450
+1,146
+2% +$110K 0.15% 124
2025
Q4 		$5.02M Buy
52,304
+146
+0.3% +$14.2K 0.16% 111
2025
Q3 		$4.97M Buy
52,158
+3,891
+8% +$358K 0.17% 111
2025
Q2 		$4.21M Buy
48,267
+2,009
+4% +$170K 0.16% 115
2025
Q1 		$4.16M Buy
46,258
+3,221
+7% +$288K 0.18% 108
2024
Q4 		$3.44M Buy
43,037
+484
+1% +$41.9K 0.15% 118
2024
Q3 		$3.83M Buy
42,553
+987
+2% +$83K 0.16% 116
2024
Q2 		$3.27M Buy
41,566
+8,727
+27% +$715K 0.15% 119
2024
Q1 		$2.86M Sell
32,839
-4,258
-11% -$363K 0.15% 105
2023
Q4 		$3.06M Sell
37,097
-5,751
-13% -$438K 0.19% 97
2023
Q3 		$3.36M Buy
42,848
+3,883
+10% +$325K 0.23% 92
2023
Q2 		$3.43M Buy
38,965
+173
+0.4% +$14.9K 0.25% 88
2023
Q1 		$3.13M Buy
38,792
+5,559
+17% +$453K 0.41% 57
2022
Q4 		$2.58M Buy
+33,233
New +$2.69M 0.46% 50

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

Daymark Wealth Partners's MDT Position: Q2 2026 in Review

Daymark Wealth Partners reduced its Medtronic (MDT) stake by 66% in Q2 2026, selling an estimated $2.85M and leaving 18,109 shares worth $1.42M. The position accounts for 0.03% of the portfolio, ranked #294.

Daymark Wealth Partners first reported a position in MDT in Q4 2022 and has held it in 15 quarters since. The position peaked at $5.02M in Q4 2025. 2,128 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • Daymark Wealth Partners held 18,109 shares of Medtronic worth $1.42M as of Q2 2026.
  • Daymark Wealth Partners sold 35,341 Medtronic shares in Q2 2026, an estimated $2.85M.
  • Medtronic made up 0.03% of Daymark Wealth Partners's portfolio in Q2 2026, its #294 holding.
  • Daymark Wealth Partners first reported a position in Medtronic in Q4 2022 and has held it in 15 quarters since.
  • Daymark Wealth Partners's Medtronic position peaked at $5.02M in Q4 2025.
  • 2,128 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Daymark Wealth Partners's 13F filing for Q2 2026, filed 31 Jul 2026.