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FSB Premier Wealth Management’s Medtronic MDT Stock Holding History

FSB Premier Wealth Management’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 		$2.2M Buy
28,154
+3,377
+14% +$272K 0.62% 45
2026
Q1 		$2.15M Buy
24,777
+693
+3% +$66.4K 0.67% 46
2025
Q4 		$2.31M Buy
24,084
+1,858
+8% +$180K 0.73% 40
2025
Q3 		$2.12M Buy
22,226
+2,293
+12% +$211K 0.7% 40
2025
Q2 		$1.74M Buy
19,933
+3,256
+20% +$276K 0.62% 46
2025
Q1 		$1.5M Buy
16,677
+1,820
+12% +$163K 0.58% 46
2024
Q4 		$1.19M Buy
14,857
+2,007
+16% +$174K 0.48% 52
2024
Q3 		$1.16M Buy
12,850
+2,495
+24% +$210K 0.47% 55
2024
Q2 		$815K Buy
10,355
+2,363
+30% +$194K 0.37% 67
2024
Q1 		$697K Buy
7,992
+2,314
+41% +$197K 0.32% 71
2023
Q4 		$468K Sell
5,678
-56
-1% -$4.27K 0.23% 90
2023
Q3 		$449K Buy
5,734
+125
+2% +$10.5K 0.25% 88
2023
Q2 		$494K Sell
5,609
-900
-14% -$77.5K 0.27% 83
2023
Q1 		$525K Buy
6,509
+1,760
+37% +$143K 0.29% 76
2022
Q4 		$369K Buy
4,749
+119
+3% +$9.64K 0.2% 97
2022
Q3 		$373K Sell
4,630
-756
-14% -$67.9K 0.22% 89
2022
Q2 		$483K Buy
5,386
+58
+1% +$5.88K 0.27% 75
2022
Q1 		$570K Buy
5,328
+326
+7% +$34.4K 0.29% 67
2021
Q4 		$517K Sell
5,002
-540
-10% -$62.5K 0.22% 83
2021
Q3 		$694K Sell
5,542
-272
-5% -$35.2K 0.35% 54
2021
Q2 		$721K Sell
5,814
-137
-2% -$17.2K 0.37% 47
2021
Q1 		$703K Sell
5,951
-160
-3% -$18.8K 0.38% 52
2020
Q4 		$715K Buy
+6,111
New +$673K 0.38% 50

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

FSB Premier Wealth Management's MDT Position: Q2 2026 in Review

FSB Premier Wealth Management increased its Medtronic (MDT) stake by 14% in Q2 2026, buying an estimated $272K and bringing the position to 28,154 shares worth $2.2M. The position accounts for 0.62% of the portfolio, ranked #45.

FSB Premier Wealth Management first reported a position in MDT in Q4 2020 and has held it in 23 quarters since. The position peaked at $2.31M in Q4 2025. 2,134 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • FSB Premier Wealth Management held 28,154 shares of Medtronic worth $2.2M as of Q2 2026.
  • FSB Premier Wealth Management bought 3,377 Medtronic shares in Q2 2026, an estimated $272K.
  • Medtronic made up 0.62% of FSB Premier Wealth Management's portfolio in Q2 2026, its #45 holding.
  • FSB Premier Wealth Management first reported a position in Medtronic in Q4 2020 and has held it in 23 quarters since.
  • FSB Premier Wealth Management's Medtronic position peaked at $2.31M in Q4 2025.
  • 2,134 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on FSB Premier Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.