FWA
MDT icon

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
Q2 		$35K Buy
448
+73
+19% +$5.89K 0.01% 312
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 $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 $3.38T AUM 44.17% 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

Flagship Wealth Advisors's MDT Position: Q2 2026 in Review

Flagship Wealth Advisors increased its Medtronic (MDT) stake by 19% in Q2 2026, buying an estimated $5.89K and bringing the position to 448 shares worth $35K. The position accounts for 0.01% of the portfolio, ranked #312.

Flagship Wealth Advisors first reported a position in MDT in Q4 2024 and has held it in 7 quarters since. The position peaked at $121K in Q3 2025. 2,146 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • Flagship Wealth Advisors held 448 shares of Medtronic worth $35K as of Q2 2026.
  • Flagship Wealth Advisors bought 73 Medtronic shares in Q2 2026, an estimated $5.89K.
  • Medtronic made up 0.01% of Flagship Wealth Advisors's portfolio in Q2 2026, its #312 holding.
  • Flagship Wealth Advisors first reported a position in Medtronic in Q4 2024 and has held it in 7 quarters since.
  • Flagship Wealth Advisors's Medtronic position peaked at $121K in Q3 2025.
  • 2,146 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

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