Focus Partners Wealth
MDT icon

Focus Partners Wealth’s Medtronic MDT Stock Holding History

Focus Partners 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 		$30.6M Sell
391,155
-41,967
-10% -$3.39M 0.03% 418
2026
Q1 		$37.5M Sell
433,122
-30,338
-7% -$2.91M 0.04% 351
2025
Q4 		$44.5M Buy
463,460
+239,265
+107% +$23.2M 0.05% 311
2025
Q3 		$21.4M Buy
224,195
+20,448
+10% +$1.88M 0.03% 392
2025
Q2 		$17.8M Sell
203,747
-7,789
-4% -$661K 0.04% 384
2025
Q1 		$19M Buy
211,536
+6,928
+3% +$620K 0.05% 334
2024
Q4 		$16.3M Buy
204,608
+105,192
+106% +$9.11M 0.04% 358
2024
Q3 		$27.7M Sell
99,416
-90,931
-48% -$7.65M 0.09% 228
2024
Q2 		$15M Buy
190,347
+14,620
+8% +$1.2M 0.05% 291
2024
Q1 		$15.3M Buy
175,727
+119,231
+211% +$10.2M 0.12% 169
2023
Q4 		$4.65M Buy
+56,496
New +$4.31M 0.06% 240

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

Focus Partners Wealth's MDT Position: Q2 2026 in Review

Focus Partners Wealth reduced its Medtronic (MDT) stake by 9.7% in Q2 2026, selling an estimated $3.39M and leaving 391,155 shares worth $30.6M. The position accounts for 0.03% of the portfolio, ranked #418.

Focus Partners Wealth first reported a position in MDT in Q4 2023 and has held it in 11 quarters since. The position peaked at $44.5M in Q4 2025. 2,134 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • Focus Partners Wealth held 391,155 shares of Medtronic worth $30.6M as of Q2 2026.
  • Focus Partners Wealth sold 41,967 Medtronic shares in Q2 2026, an estimated $3.39M.
  • Medtronic made up 0.03% of Focus Partners Wealth's portfolio in Q2 2026, its #418 holding.
  • Focus Partners Wealth first reported a position in Medtronic in Q4 2023 and has held it in 11 quarters since.
  • Focus Partners Wealth's Medtronic position peaked at $44.5M in Q4 2025.
  • 2,134 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

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