EPG Wealth Management’s Medtronic MDT Stock Holding History

EPG 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	$626K	Buy	7,225 +162	+2%	+$15.5K	0.17%	132
2025 Q4	$679K	Buy	7,063 +154	+2%	+$15K	0.18%	125
2025 Q3	$658K	Buy	6,909 +231	+3%	+$21.2K	0.18%	132
2025 Q2	$582K	Buy	6,678 +3	+0%	+$254	0.17%	134
2025 Q1	$600K	Buy	6,675 +460	+7%	+$41.2K	0.17%	149
2024 Q4	$496K	Sell	6,215 -38	-0.6%	-$3.29K	0.13%	162
2024 Q3	$563K	Buy	+6,253	New	+$526K	0.14%	154
2024 Q2	–	Sell	-7,427	Closed	-$609K	–	152
2024 Q1	$647K	Buy	7,427 +137	+2%	+$11.7K	0.16%	152
2023 Q4	$609K	Buy	7,290 +545	+8%	+$41.5K	0.16%	148
2023 Q3	$529K	Buy	+6,745	New	+$565K	0.16%	144
2020 Q2	–	Sell	-802	Closed	-$72K	–	517
2020 Q1	$72K	Buy	802 +408	+104%	+$43.4K	0.05%	225
2019 Q4	$45K	Buy	+394	New	+$43.2K	0.03%	249

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

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

EPG Wealth Management increased its Medtronic (MDT) stake by 2.3% in Q1 2026, buying an estimated $15.5K and bringing the position to 7,225 shares worth $626K. The position accounts for 0.17% of the portfolio, ranked #132.

EPG Wealth Management first reported a position in MDT in Q4 2019 and has held it in 12 quarters since. The position peaked at $679K in Q4 2025. 2,229 funds tracked by Wall St. Rank hold MDT as of Q1 2026.

EPG Wealth Management held 7,225 shares of Medtronic worth $626K as of Q1 2026.
EPG Wealth Management bought 162 Medtronic shares in Q1 2026, an estimated $15.5K.
Medtronic made up 0.17% of EPG Wealth Management's portfolio in Q1 2026, its #132 holding.
EPG Wealth Management first reported a position in Medtronic in Q4 2019 and has held it in 12 quarters since.
EPG Wealth Management's Medtronic position peaked at $679K in Q4 2025.
2,229 funds tracked by Wall St. Rank held Medtronic as of Q1 2026.

Based on EPG Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.