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Flagship Wealth Advisors’s Medtronic MDT Stock Holding History

Flagship Wealth Advisors’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 		$32.7K Sell
375
-73
-16% -$6.99K 0.01% 220
2025
Q4 		$43K Sell
448
-822
-65% -$79.8K 0.01% 231
2025
Q3 		$121K Buy
1,270
+145
+13% +$13.3K 0.04% 154
2025
Q2 		$98.1K Buy
1,125
+256
+29% +$21.7K 0.04% 158
2025
Q1 		$78.1K Hold
869
– – 0.03% 165
2024
Q4 		$69.4K Buy
+869
New +$75.2K 0.04% 163

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

Flagship Wealth Advisors's MDT Position: Q1 2026 in Review

Flagship Wealth Advisors reduced its Medtronic (MDT) stake by 16% in Q1 2026, selling an estimated $6.99K and leaving 375 shares worth $32.7K. The position accounts for 0.01% of the portfolio, ranked #220.

Flagship Wealth Advisors first reported a position in MDT in Q4 2024 and has held it in 6 quarters since. The position peaked at $121K in Q3 2025. 2,229 funds tracked by Wall St. Rank hold MDT as of Q1 2026.

  • Flagship Wealth Advisors held 375 shares of Medtronic worth $32.7K as of Q1 2026.
  • Flagship Wealth Advisors sold 73 Medtronic shares in Q1 2026, an estimated $6.99K.
  • Medtronic made up 0.01% of Flagship Wealth Advisors's portfolio in Q1 2026, its #220 holding.
  • Flagship Wealth Advisors first reported a position in Medtronic in Q4 2024 and has held it in 6 quarters since.
  • Flagship Wealth Advisors's Medtronic position peaked at $121K in Q3 2025.
  • 2,229 funds tracked by Wall St. Rank held Medtronic as of Q1 2026.

Based on Flagship Wealth Advisors's 13F filing for Q1 2026, filed 1 Jun 2026.