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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Focus Partners Wealth reduced its Medtronic (MDT) stake by 6.5% in Q1 2026, selling an estimated $2.91M and leaving 433,122 shares worth $37.5M. The position accounts for 0.04% of the portfolio, ranked #351.

Focus Partners Wealth first reported a position in MDT in Q4 2023 and has held it in 10 quarters since. The position peaked at $44.5M in Q4 2025. 2,229 funds tracked by Wall St. Rank hold MDT as of Q1 2026.

Focus Partners Wealth held 433,122 shares of Medtronic worth $37.5M as of Q1 2026.
Focus Partners Wealth sold 30,338 Medtronic shares in Q1 2026, an estimated $2.91M.
Medtronic made up 0.04% of Focus Partners Wealth's portfolio in Q1 2026, its #351 holding.
Focus Partners Wealth first reported a position in Medtronic in Q4 2023 and has held it in 10 quarters since.
Focus Partners Wealth's Medtronic position peaked at $44.5M in Q4 2025.
2,229 funds tracked by Wall St. Rank held Medtronic as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.