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 Q2	$232K	Sell	2,960 -6,491	-69%	-$524K	﹤0.01%	345
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

JP Morgan Chase New York $1.81T AUM 41.13% 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

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

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

Dynasty Wealth Management reduced its Medtronic (MDT) stake by 69% in Q2 2026, selling an estimated $524K and leaving 2,960 shares worth $232K. The position accounts for ﹤0.01% of the portfolio, ranked #345.

Dynasty Wealth Management first reported a position in MDT in Q3 2018 and has held it in 7 quarters since. The position peaked at $1.26M in Q4 2025. 2,134 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

Dynasty Wealth Management held 2,960 shares of Medtronic worth $232K as of Q2 2026.
Dynasty Wealth Management sold 6,491 Medtronic shares in Q2 2026, an estimated $524K.
Medtronic made up ﹤0.01% of Dynasty Wealth Management's portfolio in Q2 2026, its #345 holding.
Dynasty Wealth Management first reported a position in Medtronic in Q3 2018 and has held it in 7 quarters since.
Dynasty Wealth Management's Medtronic position peaked at $1.26M in Q4 2025.
2,134 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Dynasty Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.