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Evolve Private Wealth’s Medtronic MDT Stock Holding History

Evolve Private 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
Q2 		$378K Sell
4,798
-6,650
-58% -$536K 0.02% 622
2026
Q1 		$992K Sell
11,448
-3,602
-24% -$345K 0.05% 338
2025
Q4 		$1.46M Buy
+15,050
New +$1.46M 0.09% 213

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

Evolve Private Wealth's MDT Position: Q2 2026 in Review

Evolve Private Wealth reduced its Medtronic (MDT) stake by 58% in Q2 2026, selling an estimated $536K and leaving 4,798 shares worth $378K. The position accounts for 0.02% of the portfolio, ranked #622.

Evolve Private Wealth first reported a position in MDT in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.46M in Q4 2025. 2,128 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • Evolve Private Wealth held 4,798 shares of Medtronic worth $378K as of Q2 2026.
  • Evolve Private Wealth sold 6,650 Medtronic shares in Q2 2026, an estimated $536K.
  • Medtronic made up 0.02% of Evolve Private Wealth's portfolio in Q2 2026, its #622 holding.
  • Evolve Private Wealth first reported a position in Medtronic in Q4 2025 and has held it in 3 quarters since.
  • Evolve Private Wealth's Medtronic position peaked at $1.46M in Q4 2025.
  • 2,128 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Evolve Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.