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Fiduciary Wealth Partners’s Medtronic MDT Stock Holding History

Fiduciary Wealth Partners’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
-2,164
Closed -$208K – 86
2025
Q4 		$208K Sell
2,164
-36
-2% -$3.5K 0.09% 85
2025
Q3 		$210K Buy
+2,200
New +$202K 0.09% 89

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

Fiduciary Wealth Partners's MDT Position: Q1 2026 in Review

Fiduciary Wealth Partners sold out of Medtronic (MDT) in Q1 2026, closing a stake of 2,164 shares — an estimated $208K sold.

Fiduciary Wealth Partners first reported a position in MDT in Q3 2025 and held it in 2 quarters. The position peaked at $210K in Q3 2025. 2,229 funds tracked by Wall St. Rank hold MDT as of Q1 2026.

  • Fiduciary Wealth Partners reported no remaining Medtronic position as of Q1 2026 after selling out during the quarter.
  • Fiduciary Wealth Partners sold 2,164 Medtronic shares in Q1 2026, an estimated $208K.
  • Fiduciary Wealth Partners first reported a position in Medtronic in Q3 2025 and held it in 2 quarters.
  • Fiduciary Wealth Partners's Medtronic position peaked at $210K in Q3 2025.
  • 2,229 funds tracked by Wall St. Rank held Medtronic as of Q1 2026.

Based on Fiduciary Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.