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Garrett Wealth Advisory Group’s Medtronic MDT Stock Holding History

Garrett Wealth Advisory Group’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 		– Sell
-4,903
Closed -$425K – 152
2026
Q1 		$425K Buy
4,903
+459
+10% +$44K 0.08% 84
2025
Q4 		$427K Sell
4,444
-206
-4% -$20K 0.08% 79
2025
Q3 		$443K Buy
4,650
+1
+0% +$92 0.09% 72
2025
Q2 		$405K Buy
4,649
+2
+0% +$170 0.09% 73
2025
Q1 		$418K Buy
4,647
+144
+3% +$12.9K 0.09% 68
2024
Q4 		$360K Sell
4,503
-38
-0.8% -$3.29K 0.08% 72
2024
Q3 		$409K Buy
4,541
+2
+0% +$168 0.1% 63
2024
Q2 		$357K Buy
4,539
+139
+3% +$11.4K 0.13% 60
2024
Q1 		$384K Buy
4,400
+1
+0% +$85 0.16% 45
2023
Q4 		$362K Sell
4,399
-71
-2% -$5.41K 0.15% 39
2023
Q3 		$350K Buy
+4,470
New +$374K 0.16% 40
2019
Q4 		– Sell
-204
Closed -$22.2K – 406
2019
Q3 		$22.2K Buy
+204
New +$21.3K 0.02% 198

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

Garrett Wealth Advisory Group's MDT Position: Q2 2026 in Review

Garrett Wealth Advisory Group sold out of Medtronic (MDT) in Q2 2026, closing a stake of 4,903 shares — an estimated $425K sold.

Garrett Wealth Advisory Group first reported a position in MDT in Q3 2019 and held it in 12 quarters. The position peaked at $443K in Q3 2025. 2,132 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • Garrett Wealth Advisory Group reported no remaining Medtronic position as of Q2 2026 after selling out during the quarter.
  • Garrett Wealth Advisory Group sold 4,903 Medtronic shares in Q2 2026, an estimated $425K.
  • Garrett Wealth Advisory Group first reported a position in Medtronic in Q3 2019 and held it in 12 quarters.
  • Garrett Wealth Advisory Group's Medtronic position peaked at $443K in Q3 2025.
  • 2,132 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Garrett Wealth Advisory Group's 13F filing for Q2 2026, filed 4 Aug 2026.