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Evergreen Wealth Solutions’s Medtronic MDT Stock Holding History

Evergreen Wealth Solutions’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 		$256K Sell
2,823
-15
-0.5% -$1.21K 0.01% 455
2026
Q1 		$246K Buy
+2,838
New +$272K 0.02% 364

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 $3.38T AUM 44.17% 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

Evergreen Wealth Solutions's MDT Position: Q2 2026 in Review

Evergreen Wealth Solutions reduced its Medtronic (MDT) stake by 0.53% in Q2 2026, selling an estimated $1.21K and leaving 2,823 shares worth $256K. The position accounts for 0.01% of the portfolio, ranked #455.

Evergreen Wealth Solutions first reported a position in MDT in Q1 2026 and has held it in 2 quarters since. 2,146 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • Evergreen Wealth Solutions held 2,823 shares of Medtronic worth $256K as of Q2 2026.
  • Evergreen Wealth Solutions sold 15 Medtronic shares in Q2 2026, an estimated $1.21K.
  • Medtronic made up 0.01% of Evergreen Wealth Solutions's portfolio in Q2 2026, its #455 holding.
  • Evergreen Wealth Solutions first reported a position in Medtronic in Q1 2026 and has held it in 2 quarters since.
  • 2,146 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Evergreen Wealth Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.