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 Q2	$230K	Sell	2,936 -26	-0.9%	-$2.1K	0.09%	153
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 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

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

Endowment Wealth Management reduced its Medtronic (MDT) stake by 0.88% in Q2 2026, selling an estimated $2.1K and leaving 2,936 shares worth $230K. The position accounts for 0.09% of the portfolio, ranked #153.

Endowment Wealth Management first reported a position in MDT in Q3 2024 and has held it in 8 quarters since. The position peaked at $274K in Q3 2025. 2,134 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

Endowment Wealth Management held 2,936 shares of Medtronic worth $230K as of Q2 2026.
Endowment Wealth Management sold 26 Medtronic shares in Q2 2026, an estimated $2.1K.
Medtronic made up 0.09% of Endowment Wealth Management's portfolio in Q2 2026, its #153 holding.
Endowment Wealth Management first reported a position in Medtronic in Q3 2024 and has held it in 8 quarters since.
Endowment Wealth Management's Medtronic position peaked at $274K in Q3 2025.
2,134 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Endowment Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.