Etesian Wealth Advisors’s Medtronic MDT Stock Holding History

Etesian Wealth Advisors’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	$300K	Sell	3,459 -368	-10%	-$35.3K	0.1%	112
2025 Q4	$368K	Sell	3,827 -1,665	-30%	-$162K	0.12%	107
2025 Q3	$523K	Sell	5,492 -2,713	-33%	-$249K	0.17%	92
2025 Q2	$715K	Sell	8,205 -765	-9%	-$64.9K	0.27%	76
2025 Q1	$806K	Hold	8,970	–	–	0.35%	72
2024 Q4	$717K	Sell	8,970 -488	-5%	-$42.2K	0.32%	77
2024 Q3	$852K	Sell	9,458 -101	-1%	-$8.5K	0.39%	71
2024 Q2	$752K	Sell	9,559 -462	-5%	-$37.9K	0.42%	72
2024 Q1	$873K	Sell	10,021 -1,024	-9%	-$87.4K	0.5%	64
2023 Q4	$914K	Buy	11,045 +40	+0.4%	+$3.05K	0.55%	60
2023 Q3	$862K	Sell	11,005 -485	-4%	-$40.6K	0.58%	58
2023 Q2	$1.01M	Sell	11,490 -270	-2%	-$23.2K	0.66%	52
2023 Q1	$948K	Hold	11,760	–	–	0.63%	53
2022 Q4	$914K	Buy	+11,760	New	+$953K	0.67%	50

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

Etesian Wealth Advisors's MDT Position: Q1 2026 in Review

Etesian Wealth Advisors reduced its Medtronic (MDT) stake by 9.6% in Q1 2026, selling an estimated $35.3K and leaving 3,459 shares worth $300K. The position accounts for 0.1% of the portfolio, ranked #112.

Etesian Wealth Advisors first reported a position in MDT in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.01M in Q2 2023. 2,229 funds tracked by Wall St. Rank hold MDT as of Q1 2026.

Etesian Wealth Advisors held 3,459 shares of Medtronic worth $300K as of Q1 2026.
Etesian Wealth Advisors sold 368 Medtronic shares in Q1 2026, an estimated $35.3K.
Medtronic made up 0.1% of Etesian Wealth Advisors's portfolio in Q1 2026, its #112 holding.
Etesian Wealth Advisors first reported a position in Medtronic in Q4 2022 and has held it in 14 quarters since.
Etesian Wealth Advisors's Medtronic position peaked at $1.01M in Q2 2023.
2,229 funds tracked by Wall St. Rank held Medtronic as of Q1 2026.

Based on Etesian Wealth Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.