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Dynamic Wealth Strategies’s Medtronic MDT Stock Holding History

Dynamic Wealth Strategies’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 		$27K Buy
345
+8
+2% +$645 0.01% 193
2026
Q1 		$29.2K Sell
337
-481
-59% -$46.1K 0.02% 185
2025
Q4 		$78.6K Sell
818
-1,070
-57% -$104K 0.05% 127
2025
Q3 		$180K Sell
1,888
-50
-3% -$4.6K 0.12% 78
2025
Q2 		$169K Sell
1,938
-40
-2% -$3.39K 0.12% 74
2025
Q1 		$178K Buy
+1,978
New +$177K 0.15% 71
2024
Q4 		– Sell
-2,153
Closed -$194K – 168
2024
Q3 		$194K Sell
2,153
-177
-8% -$14.9K 0.16% 67
2024
Q2 		$183K Sell
2,330
-2
-0.1% -$164 0.16% 66
2024
Q1 		$203K Buy
2,332
+63
+3% +$5.38K 0.17% 61
2023
Q4 		$187K Buy
+2,269
New +$173K 0.17% 63

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

Dynamic Wealth Strategies's MDT Position: Q2 2026 in Review

Dynamic Wealth Strategies increased its Medtronic (MDT) stake by 2.4% in Q2 2026, buying an estimated $645 and bringing the position to 345 shares worth $27K. The position accounts for 0.01% of the portfolio, ranked #193.

Dynamic Wealth Strategies first reported a position in MDT in Q4 2023 and has held it in 10 quarters since. The position peaked at $203K in Q1 2024. 2,125 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • Dynamic Wealth Strategies held 345 shares of Medtronic worth $27K as of Q2 2026.
  • Dynamic Wealth Strategies bought 8 Medtronic shares in Q2 2026, an estimated $645.
  • Medtronic made up 0.01% of Dynamic Wealth Strategies's portfolio in Q2 2026, its #193 holding.
  • Dynamic Wealth Strategies first reported a position in Medtronic in Q4 2023 and has held it in 10 quarters since.
  • Dynamic Wealth Strategies's Medtronic position peaked at $203K in Q1 2024.
  • 2,125 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Dynamic Wealth Strategies's 13F filing for Q2 2026, filed 23 Jul 2026.