EW
MDT icon

Evoke Wealth’s Medtronic MDT Stock Holding History

Evoke Wealth’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 		– Sell
-5,708
Closed -$553K – 741
2025
Q4 		$553K Buy
5,708
+531
+10% +$51.6K 0.01% 370
2025
Q3 		$497K Buy
5,177
+1,618
+45% +$149K 0.01% 360
2025
Q2 		$313K Buy
3,559
+316
+10% +$26.8K 0.01% 447
2025
Q1 		$294K Sell
3,243
-1,038
-24% -$92.9K 0.01% 360
2024
Q4 		$345K Buy
+4,281
New +$371K 0.01% 317
2023
Q3 		– Sell
-2,511
Closed -$223K – 391
2023
Q2 		$223K Buy
+2,511
New +$216K 0.01% 324
2023
Q1 		– Sell
-3,512
Closed -$275K – 366
2022
Q4 		$275K Sell
3,512
-55,000
-94% -$4.46M 0.01% 294
2022
Q3 		$4.76M Sell
58,512
-3,971
-6% -$357K 0.19% 56
2022
Q2 		$5.65M Sell
62,483
-17,849
-22% -$1.81M 0.21% 56
2022
Q1 		$8.96M Sell
80,332
-32,397
-29% -$3.42M 0.29% 44
2021
Q4 		$11.7M Buy
112,729
+18,821
+20% +$2.18M 0.37% 36
2021
Q3 		$11.8M Sell
93,908
-1,276
-1% -$165K 0.44% 30
2021
Q2 		$11.9M Buy
95,184
+53
+0.1% +$6.66K 0.45% 32
2021
Q1 		$11.3M Buy
95,131
+94,335
+11,851% +$11.1M 0.51% 27
2020
Q4 		$94K Sell
796
-463
-37% -$51K 0.01% 305
2020
Q3 		$132K Sell
1,259
-20
-2% -$2.01K 0.01% 252
2020
Q2 		$118K Sell
1,279
-11
-0.9% -$1.05K 0.01% 253
2020
Q1 		$117K Sell
1,290
-1,646
-56% -$175K 0.02% 239
2019
Q4 		$335K Sell
2,936
-1,624
-36% -$178K 0.04% 160
2019
Q3 		$498K Buy
+4,560
New +$476K 0.06% 147

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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
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

Evoke Wealth's MDT Position: Q1 2026 in Review

Evoke Wealth sold out of Medtronic (MDT) in Q1 2026, closing a stake of 5,708 shares — an estimated $553K sold.

Evoke Wealth first reported a position in MDT in Q3 2019 and held it in 20 quarters. The position peaked at $11.9M in Q2 2021. 2,244 funds tracked by Wall St. Rank hold MDT as of Q1 2026.

  • Evoke Wealth reported no remaining Medtronic position as of Q1 2026 after selling out during the quarter.
  • Evoke Wealth sold 5,708 Medtronic shares in Q1 2026, an estimated $553K.
  • Evoke Wealth first reported a position in Medtronic in Q3 2019 and held it in 20 quarters.
  • Evoke Wealth's Medtronic position peaked at $11.9M in Q2 2021.
  • 2,244 funds tracked by Wall St. Rank held Medtronic as of Q1 2026.

Based on Evoke Wealth's 13F filing for Q1 2026, filed 15 May 2026.