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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
Q2 		$305K Sell
3,905
-170
-4% -$13.7K 0.08% 198
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 $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

Gen-Wealth Partners's MDT Position: Q2 2026 in Review

Gen-Wealth Partners reduced its Medtronic (MDT) stake by 4.2% in Q2 2026, selling an estimated $13.7K and leaving 3,905 shares worth $305K. The position accounts for 0.08% of the portfolio, ranked #198.

Gen-Wealth Partners first reported a position in MDT in Q1 2024 and has held it in 10 quarters since. The position peaked at $616K in Q3 2024. 2,134 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • Gen-Wealth Partners held 3,905 shares of Medtronic worth $305K as of Q2 2026.
  • Gen-Wealth Partners sold 170 Medtronic shares in Q2 2026, an estimated $13.7K.
  • Medtronic made up 0.08% of Gen-Wealth Partners's portfolio in Q2 2026, its #198 holding.
  • Gen-Wealth Partners first reported a position in Medtronic in Q1 2024 and has held it in 10 quarters since.
  • Gen-Wealth Partners's Medtronic position peaked at $616K in Q3 2024.
  • 2,134 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Gen-Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.