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EverSource Wealth Advisors’s Medtronic MDT Stock Holding History

EverSource 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
Q2 		$567K Sell
7,246
-1,791
-20% -$144K 0.02% 524
2026
Q1 		$783K Sell
9,037
-777
-8% -$74.4K 0.02% 451
2025
Q4 		$943K Buy
9,814
+61
+0.6% +$5.92K 0.03% 356
2025
Q3 		$929K Buy
9,753
+1,963
+25% +$180K 0.04% 328
2025
Q2 		$679K Buy
7,790
+2,651
+52% +$225K 0.03% 369
2025
Q1 		$462K Buy
5,139
+284
+6% +$25.4K 0.03% 398
2024
Q4 		$388K Buy
4,855
+1,613
+50% +$140K 0.02% 436
2024
Q3 		$292K Sell
3,242
-591
-15% -$49.7K 0.02% 456
2024
Q2 		$308K Sell
3,833
-1,751
-31% -$144K 0.02% 434
2024
Q1 		$448K Buy
5,584
+380
+7% +$32.4K 0.04% 289
2023
Q4 		$429K Sell
5,204
-846
-14% -$64.5K 0.04% 267
2023
Q3 		$474K Buy
6,050
+99
+2% +$8.29K 0.05% 235
2023
Q2 		$524K Sell
5,951
-1,130
-16% -$97.3K 0.06% 223
2023
Q1 		$571K Buy
7,081
+425
+6% +$34.6K 0.07% 200
2022
Q4 		$517K Sell
6,656
-1,417
-18% -$115K 0.08% 193
2022
Q3 		$652K Sell
8,073
-632
-7% -$56.8K 0.15% 134
2022
Q2 		$782K Buy
8,705
+44
+0.5% +$4.46K 0.2% 92
2022
Q1 		$961K Buy
8,661
+2,258
+35% +$239K 0.24% 76
2021
Q4 		$662K Buy
+6,403
New +$741K 0.19% 97

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

EverSource Wealth Advisors's MDT Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Medtronic (MDT) stake by 20% in Q2 2026, selling an estimated $144K and leaving 7,246 shares worth $567K. The position accounts for 0.02% of the portfolio, ranked #524.

EverSource Wealth Advisors first reported a position in MDT in Q4 2021 and has held it in 19 quarters since. The position peaked at $961K in Q1 2022. 2,128 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • EverSource Wealth Advisors held 7,246 shares of Medtronic worth $567K as of Q2 2026.
  • EverSource Wealth Advisors sold 1,791 Medtronic shares in Q2 2026, an estimated $144K.
  • Medtronic made up 0.02% of EverSource Wealth Advisors's portfolio in Q2 2026, its #524 holding.
  • EverSource Wealth Advisors first reported a position in Medtronic in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's Medtronic position peaked at $961K in Q1 2022.
  • 2,128 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.