Dynasty Wealth Management’s Medtronic MDT Stock Holding History

Dynasty 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	$819K	Sell	9,451 -3,621	-28%	-$347K	0.01%	193
2025 Q4	$1.26M	Buy	13,072 +1,454	+13%	+$141K	0.01%	170
2025 Q3	$1.11M	Buy	+11,618	New	+$1.07M	0.01%	157
2025 Q2	–	Sell	-3,487	Closed	-$313K	–	241
2025 Q1	$313K	Buy	3,487 +656	+23%	+$58.7K	0.01%	224
2024 Q4	$226K	Buy	+2,831	New	+$245K	﹤0.01%	244
2018 Q4	–	Sell	-3,420	Closed	-$336K	–	61
2018 Q3	$336K	Buy	+3,420	New	+$316K	0.43%	59

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

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

Dynasty Wealth Management reduced its Medtronic (MDT) stake by 28% in Q1 2026, selling an estimated $347K and leaving 9,451 shares worth $819K. The position accounts for 0.01% of the portfolio, ranked #193.

Dynasty Wealth Management first reported a position in MDT in Q3 2018 and has held it in 6 quarters since. The position peaked at $1.26M in Q4 2025. 2,229 funds tracked by Wall St. Rank hold MDT as of Q1 2026.

Dynasty Wealth Management held 9,451 shares of Medtronic worth $819K as of Q1 2026.
Dynasty Wealth Management sold 3,621 Medtronic shares in Q1 2026, an estimated $347K.
Medtronic made up 0.01% of Dynasty Wealth Management's portfolio in Q1 2026, its #193 holding.
Dynasty Wealth Management first reported a position in Medtronic in Q3 2018 and has held it in 6 quarters since.
Dynasty Wealth Management's Medtronic position peaked at $1.26M in Q4 2025.
2,229 funds tracked by Wall St. Rank held Medtronic as of Q1 2026.

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