GDS Wealth Management’s Medtronic MDT Stock Holding History

GDS 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 Q1	$206K	Sell	2,374 -20	-0.8%	-$1.92K	0.01%	194
2025 Q4	$230K	Sell	2,394 -44	-2%	-$4.27K	0.01%	176
2025 Q3	$232K	Buy	2,438 +134	+6%	+$12.3K	0.02%	170
2025 Q2	$201K	Sell	2,304 -159	-6%	-$13.5K	0.01%	170
2025 Q1	$221K	Buy	+2,463	New	+$220K	0.02%	158
2024 Q4	–	Sell	-3,017	Closed	-$272K	–	174
2024 Q3	$272K	Buy	+3,017	New	+$254K	0.03%	142
2023 Q1	–	Sell	-6,278	Closed	-$488K	–	115
2022 Q4	$488K	Sell	6,278 -1,557	-20%	-$126K	0.09%	80
2022 Q3	$633K	Sell	7,835 -1,949	-20%	-$175K	0.14%	62
2022 Q2	$878K	Sell	9,784 -190	-2%	-$19.3K	0.2%	57
2022 Q1	$1.08M	Sell	9,974 -163	-2%	-$17.2K	0.24%	55
2021 Q4	$1.05M	Buy	+10,137	New	+$1.17M	0.23%	54

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

GDS Wealth Management's MDT Position: Q1 2026 in Review

GDS Wealth Management reduced its Medtronic (MDT) stake by 0.84% in Q1 2026, selling an estimated $1.92K and leaving 2,374 shares worth $206K. The position accounts for 0.01% of the portfolio, ranked #194.

GDS Wealth Management first reported a position in MDT in Q4 2021 and has held it in 11 quarters since. The position peaked at $1.08M in Q1 2022. 2,229 funds tracked by Wall St. Rank hold MDT as of Q1 2026.

GDS Wealth Management held 2,374 shares of Medtronic worth $206K as of Q1 2026.
GDS Wealth Management sold 20 Medtronic shares in Q1 2026, an estimated $1.92K.
Medtronic made up 0.01% of GDS Wealth Management's portfolio in Q1 2026, its #194 holding.
GDS Wealth Management first reported a position in Medtronic in Q4 2021 and has held it in 11 quarters since.
GDS Wealth Management's Medtronic position peaked at $1.08M in Q1 2022.
2,229 funds tracked by Wall St. Rank held Medtronic as of Q1 2026.

Based on GDS Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.