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Endowment Wealth Management’s Medtronic MDT Stock Holding History

Endowment 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 		$257K Buy
2,962
+118
+4% +$11.3K 0.11% 130
2025
Q4 		$273K Sell
2,844
-31
-1% -$3.01K 0.13% 112
2025
Q3 		$274K Sell
2,875
-4
-0.1% -$368 0.12% 119
2025
Q2 		$251K Buy
2,879
+149
+5% +$12.6K 0.13% 123
2025
Q1 		$245K Sell
2,730
-43
-2% -$3.85K 0.16% 118
2024
Q4 		$222K Buy
2,773
+375
+16% +$32.5K 0.15% 124
2024
Q3 		$216K Buy
+2,398
New +$202K 0.14% 119

Other funds holding MDT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
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
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Endowment Wealth Management increased its Medtronic (MDT) stake by 4.1% in Q1 2026, buying an estimated $11.3K and bringing the position to 2,962 shares worth $257K. The position accounts for 0.11% of the portfolio, ranked #130.

Endowment Wealth Management first reported a position in MDT in Q3 2024 and has held it in 7 quarters since. The position peaked at $274K in Q3 2025. 2,229 funds tracked by Wall St. Rank hold MDT as of Q1 2026.

  • Endowment Wealth Management held 2,962 shares of Medtronic worth $257K as of Q1 2026.
  • Endowment Wealth Management bought 118 Medtronic shares in Q1 2026, an estimated $11.3K.
  • Medtronic made up 0.11% of Endowment Wealth Management's portfolio in Q1 2026, its #130 holding.
  • Endowment Wealth Management first reported a position in Medtronic in Q3 2024 and has held it in 7 quarters since.
  • Endowment Wealth Management's Medtronic position peaked at $274K in Q3 2025.
  • 2,229 funds tracked by Wall St. Rank held Medtronic as of Q1 2026.

Based on Endowment Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.