Facet Wealth Inc’s Medtronic MDT Stock Holding History

Facet Wealth Inc’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	–	Sell	-2,574	Closed	-$223K	–	428
2026 Q1	$223K	Buy	2,574 +453	+21%	+$43.4K	﹤0.01%	321
2025 Q4	$214K	Buy	+2,121	New	+$206K	﹤0.01%	287

Other funds holding MDT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Facet Wealth Inc's MDT Position: Q2 2026 in Review

Facet Wealth Inc sold out of Medtronic (MDT) in Q2 2026, closing a stake of 2,574 shares — an estimated $223K sold.

Facet Wealth Inc first reported a position in MDT in Q4 2025 and held it in 2 quarters. The position peaked at $223K in Q1 2026. 2,140 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

Facet Wealth Inc reported no remaining Medtronic position as of Q2 2026 after selling out during the quarter.
Facet Wealth Inc sold 2,574 Medtronic shares in Q2 2026, an estimated $223K.
Facet Wealth Inc first reported a position in Medtronic in Q4 2025 and held it in 2 quarters.
Facet Wealth Inc's Medtronic position peaked at $223K in Q1 2026.
2,140 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Facet Wealth Inc's 13F filing for Q2 2026, filed 27 Jul 2026.