DWM
MDT icon

Dogwood Wealth Management’s Medtronic MDT Stock Holding History

Dogwood 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 		$70.6K Sell
903
-1,567
-63% -$126K 0.03% 133
2026
Q1 		$214K Sell
2,470
-510
-17% -$48.9K 0.09% 83
2025
Q4 		$286K Buy
2,980
+2,743
+1,157% +$266K 0.13% 80
2025
Q3 		$22.6K Buy
237
+107
+82% +$9.84K 0.01% 178
2025
Q2 		$11.5K Buy
130
+19
+17% +$1.61K 0.01% 242
2025
Q1 		$10K Buy
+111
New +$9.93K 0.01% 193

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

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

Dogwood Wealth Management reduced its Medtronic (MDT) stake by 63% in Q2 2026, selling an estimated $126K and leaving 903 shares worth $70.6K. The position accounts for 0.03% of the portfolio, ranked #133.

Dogwood Wealth Management first reported a position in MDT in Q1 2025 and has held it in 6 quarters since. The position peaked at $286K in Q4 2025. 2,128 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • Dogwood Wealth Management held 903 shares of Medtronic worth $70.6K as of Q2 2026.
  • Dogwood Wealth Management sold 1,567 Medtronic shares in Q2 2026, an estimated $126K.
  • Medtronic made up 0.03% of Dogwood Wealth Management's portfolio in Q2 2026, its #133 holding.
  • Dogwood Wealth Management first reported a position in Medtronic in Q1 2025 and has held it in 6 quarters since.
  • Dogwood Wealth Management's Medtronic position peaked at $286K in Q4 2025.
  • 2,128 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Dogwood Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.