Drive Wealth Management’s Medtronic MDT Stock Holding History

Drive 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	–	Sell	-2,128	Closed	-$205K	–	400
2025 Q4	$205K	Buy	+2,128	New	+$207K	0.04%	358
2023 Q4	–	Sell	-2,652	Closed	-$210K	–	317
2023 Q3	$210K	Sell	2,652 -263	-9%	-$22K	0.08%	239
2023 Q2	$259K	Sell	2,915 -298	-9%	-$25.7K	0.1%	203
2023 Q1	$261K	Buy	+3,213	New	+$262K	0.11%	203
2022 Q2	–	Sell	-6,376	Closed	-$711K	–	180
2022 Q1	$711K	Buy	6,376 +691	+12%	+$73K	0.6%	40
2021 Q4	$589K	Buy	+5,685	New	+$658K	0.52%	44

Other funds holding MDT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Drive Wealth Management sold out of Medtronic (MDT) in Q1 2026, closing a stake of 2,128 shares — an estimated $205K sold.

Drive Wealth Management first reported a position in MDT in Q4 2021 and held it in 6 quarters. The position peaked at $711K in Q1 2022. 2,252 funds tracked by Wall St. Rank hold MDT as of Q1 2026.

Drive Wealth Management reported no remaining Medtronic position as of Q1 2026 after selling out during the quarter.
Drive Wealth Management sold 2,128 Medtronic shares in Q1 2026, an estimated $205K.
Drive Wealth Management first reported a position in Medtronic in Q4 2021 and held it in 6 quarters.
Drive Wealth Management's Medtronic position peaked at $711K in Q1 2022.
2,252 funds tracked by Wall St. Rank held Medtronic as of Q1 2026.

Based on Drive Wealth Management's 13F filing for Q1 2026, filed 14 Apr 2026.