EWM
MDT icon

Evolution Wealth Management’s Medtronic MDT Stock Holding History

Evolution 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
Q1 		$72.5K Buy
837
+726
+654% +$69.5K 0.05% 210
2025
Q4 		$10.7K Hold
111
– – 0.01% 436
2025
Q3 		$10.6K Sell
111
-76
-41% -$6.99K 0.01% 369
2025
Q2 		$16.3K Buy
+187
New +$15.9K 0.02% 308

Other funds holding MDT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
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
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Evolution Wealth Management's MDT Position: Q1 2026 in Review

Evolution Wealth Management increased its Medtronic (MDT) stake by 654% in Q1 2026, buying an estimated $69.5K and bringing the position to 837 shares worth $72.5K. The position accounts for 0.05% of the portfolio, ranked #210.

Evolution Wealth Management first reported a position in MDT in Q2 2025 and has held it in 4 quarters since. 2,229 funds tracked by Wall St. Rank hold MDT as of Q1 2026.

  • Evolution Wealth Management held 837 shares of Medtronic worth $72.5K as of Q1 2026.
  • Evolution Wealth Management bought 726 Medtronic shares in Q1 2026, an estimated $69.5K.
  • Medtronic made up 0.05% of Evolution Wealth Management's portfolio in Q1 2026, its #210 holding.
  • Evolution Wealth Management first reported a position in Medtronic in Q2 2025 and has held it in 4 quarters since.
  • 2,229 funds tracked by Wall St. Rank held Medtronic as of Q1 2026.

Based on Evolution Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.