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Gen-Wealth Partners’s Medtronic MDT Stock Holding History

Gen-Wealth Partners’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 		$353K Sell
4,075
-81
-2% -$7.76K 0.11% 171
2025
Q4 		$399K Sell
4,156
-1,694
-29% -$165K 0.13% 164
2025
Q3 		$557K Sell
5,850
-515
-8% -$47.3K 0.19% 124
2025
Q2 		$555K Sell
6,365
-13
-0.2% -$1.1K 0.21% 114
2025
Q1 		$573K Sell
6,378
-599
-9% -$53.6K 0.24% 113
2024
Q4 		$557K Buy
6,977
+168
+2% +$14.5K 0.24% 112
2024
Q3 		$616K Buy
6,809
+309
+5% +$26K 0.27% 90
2024
Q2 		$512K Buy
6,500
+549
+9% +$45K 0.25% 99
2024
Q1 		$519K Buy
+5,951
New +$508K 0.26% 90

Other funds holding MDT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
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
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Gen-Wealth Partners's MDT Position: Q1 2026 in Review

Gen-Wealth Partners reduced its Medtronic (MDT) stake by 1.9% in Q1 2026, selling an estimated $7.76K and leaving 4,075 shares worth $353K. The position accounts for 0.11% of the portfolio, ranked #171.

Gen-Wealth Partners first reported a position in MDT in Q1 2024 and has held it in 9 quarters since. The position peaked at $616K in Q3 2024. 2,229 funds tracked by Wall St. Rank hold MDT as of Q1 2026.

  • Gen-Wealth Partners held 4,075 shares of Medtronic worth $353K as of Q1 2026.
  • Gen-Wealth Partners sold 81 Medtronic shares in Q1 2026, an estimated $7.76K.
  • Medtronic made up 0.11% of Gen-Wealth Partners's portfolio in Q1 2026, its #171 holding.
  • Gen-Wealth Partners first reported a position in Medtronic in Q1 2024 and has held it in 9 quarters since.
  • Gen-Wealth Partners's Medtronic position peaked at $616K in Q3 2024.
  • 2,229 funds tracked by Wall St. Rank held Medtronic as of Q1 2026.

Based on Gen-Wealth Partners's 13F filing for Q1 2026, filed 8 May 2026.