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Diversify Wealth Management’s Medtronic MDT Stock Holding History

Diversify 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 		$8.19M Sell
97,290
-1,157
-1% -$93.3K 0.14% 159
2026
Q1 		$7.81M Buy
98,447
+33,500
+52% +$3.21M 0.14% 162
2025
Q4 		$6.26M Buy
64,947
+5,589
+9% +$543K 0.29% 89
2025
Q3 		$5.35M Buy
59,358
+2,232
+4% +$205K 0.31% 90
2025
Q2 		$5.26M Buy
57,126
+5,793
+11% +$491K 0.33% 78
2025
Q1 		$4.34M Buy
51,333
+5,529
+12% +$495K 0.32% 82
2024
Q4 		$3.69M Buy
45,804
+14,934
+48% +$1.29M 0.29% 92
2024
Q3 		$2.85M Buy
30,870
+739
+2% +$62.2K 0.27% 93
2024
Q2 		$2.42M Buy
+30,131
New +$2.47M 0.3% 82

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

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

Diversify Wealth Management reduced its Medtronic (MDT) stake by 1.2% in Q2 2026, selling an estimated $93.3K and leaving 97,290 shares worth $8.19M. The position accounts for 0.14% of the portfolio, ranked #159.

Diversify Wealth Management first reported a position in MDT in Q2 2024 and has held it in 9 quarters since. 2,132 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • Diversify Wealth Management held 97,290 shares of Medtronic worth $8.19M as of Q2 2026.
  • Diversify Wealth Management sold 1,157 Medtronic shares in Q2 2026, an estimated $93.3K.
  • Medtronic made up 0.14% of Diversify Wealth Management's portfolio in Q2 2026, its #159 holding.
  • Diversify Wealth Management first reported a position in Medtronic in Q2 2024 and has held it in 9 quarters since.
  • 2,132 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.