Future Financial Wealth Management’s Medtronic MDT Stock Holding History

Future Financial 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	$203K	Buy	+2,475	New	+$200K	0.13%	121
2025 Q4	–	Sell	-1,785	Closed	-$170K	–	297
2025 Q3	$170K	Buy	1,785 +37	+2%	+$3.4K	0.11%	129
2025 Q2	$152K	Buy	1,748 +18	+1%	+$1.53K	0.1%	130
2025 Q1	$155K	Buy	1,730 +5	+0.3%	+$447	0.11%	126
2024 Q4	$138K	Buy	1,725 +300	+21%	+$26K	0.1%	132
2024 Q3	$128K	Buy	+1,425	New	+$120K	0.09%	145
2024 Q2	–	Sell	-1,745	Closed	-$152K	–	309
2024 Q1	$152K	Buy	+1,745	New	+$149K	0.12%	137
2022 Q3	–	Sell	-1,845	Closed	-$205K	–	131
2022 Q2	$205K	Hold	1,845	–	–	0.2%	120
2022 Q1	$205K	Sell	1,845 -80	-4%	-$8.45K	0.17%	120
2021 Q4	$204K	Sell	1,925 -2,326	-55%	-$269K	0.16%	124
2021 Q3	$528K	Hold	4,251	–	–	0.54%	61
2021 Q2	$528K	Buy	4,251 +270	+7%	+$33.9K	0.54%	61
2021 Q1	$470K	Sell	3,981 -219	-5%	-$25.7K	0.54%	58
2020 Q4	$492K	Buy	+4,200	New	+$462K	0.57%	57

Other funds holding MDT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Future Financial Wealth Management's MDT Position: Q2 2026 in Review

Future Financial Wealth Management opened a new position in Medtronic (MDT) in Q2 2026: 2,475 shares worth $203K. The stake represents 0.13% of the portfolio and ranks #121 among its holdings. This is a return to the name: Future Financial Wealth Management previously reported a position in MDT as recently as Q3 2025.

Future Financial Wealth Management first reported a position in MDT in Q4 2020 and has held it in 14 quarters since. The position peaked at $528K in Q3 2021. 2,128 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

Future Financial Wealth Management held 2,475 shares of Medtronic worth $203K as of Q2 2026.
Medtronic was a new Future Financial Wealth Management position in Q2 2026.
Medtronic made up 0.13% of Future Financial Wealth Management's portfolio in Q2 2026, its #121 holding.
Future Financial Wealth Management first reported a position in Medtronic in Q4 2020 and has held it in 14 quarters since.
Future Financial Wealth Management's Medtronic position peaked at $528K in Q3 2021.
2,128 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Future Financial Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.