Destination Wealth Management’s Medtronic MDT Stock Holding History

Destination 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 Q1	$587K	Buy	6,778 +407	+6%	+$39K	0.02%	193
2025 Q4	$612K	Buy	+6,371	New	+$619K	0.02%	177
2020 Q1	–	Sell	-1,840	Closed	-$209K	–	169
2019 Q4	$209K	Buy	+1,840	New	+$202K	0.01%	154
2019 Q3	–	Sell	-341	Closed	-$33K	–	352
2019 Q2	$33K	Sell	341 -1,724	-83%	-$157K	﹤0.01%	327
2019 Q1	$188K	Sell	2,065 -245	-11%	-$21.9K	0.01%	142
2018 Q4	$210K	Buy	2,310 +270	+13%	+$25.2K	0.01%	139
2018 Q3	$201K	Buy	+2,040	New	+$189K	0.01%	149
2018 Q2	–	Sell	-1,645	Closed	-$132K	–	597
2018 Q1	$132K	Buy	+1,645	New	+$136K	0.01%	168
2015 Q3	–	Sell	-7,156	Closed	-$530K	–	180
2015 Q2	$530K	Buy	+7,156	New	+$547K	0.04%	167

Other funds holding MDT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Destination Wealth Management's MDT Position: Q1 2026 in Review

Destination Wealth Management increased its Medtronic (MDT) stake by 6.4% in Q1 2026, buying an estimated $39K and bringing the position to 6,778 shares worth $587K. The position accounts for 0.02% of the portfolio, ranked #193.

Destination Wealth Management first reported a position in MDT in Q2 2015 and has held it in 9 quarters since. The position peaked at $612K in Q4 2025. 2,229 funds tracked by Wall St. Rank hold MDT as of Q1 2026.

Destination Wealth Management held 6,778 shares of Medtronic worth $587K as of Q1 2026.
Destination Wealth Management bought 407 Medtronic shares in Q1 2026, an estimated $39K.
Medtronic made up 0.02% of Destination Wealth Management's portfolio in Q1 2026, its #193 holding.
Destination Wealth Management first reported a position in Medtronic in Q2 2015 and has held it in 9 quarters since.
Destination Wealth Management's Medtronic position peaked at $612K in Q4 2025.
2,229 funds tracked by Wall St. Rank held Medtronic as of Q1 2026.

Based on Destination Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.