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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
Q2 		$720K Buy
9,202
+1,977
+27% +$159K 0.17% 124
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

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

EPG Wealth Management increased its Medtronic (MDT) stake by 27% in Q2 2026, buying an estimated $159K and bringing the position to 9,202 shares worth $720K. The position accounts for 0.17% of the portfolio, ranked #124.

EPG Wealth Management first reported a position in MDT in Q4 2019 and has held it in 13 quarters since. 2,134 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • EPG Wealth Management held 9,202 shares of Medtronic worth $720K as of Q2 2026.
  • EPG Wealth Management bought 1,977 Medtronic shares in Q2 2026, an estimated $159K.
  • Medtronic made up 0.17% of EPG Wealth Management's portfolio in Q2 2026, its #124 holding.
  • EPG Wealth Management first reported a position in Medtronic in Q4 2019 and has held it in 13 quarters since.
  • 2,134 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on EPG Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.