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GeoWealth Management’s Medtronic MDT Stock Holding History

GeoWealth 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 		$3.94M Sell
50,382
-1,079
-2% -$87K 0.12% 99
2026
Q1 		$4.46M Buy
51,461
+614
+1% +$58.8K 0.16% 82
2025
Q4 		$4.88M Sell
50,847
-1,101
-2% -$107K 0.18% 79
2025
Q3 		$4.95M Buy
51,948
+19,567
+60% +$1.8M 0.18% 75
2025
Q2 		$2.82M Sell
32,381
-1,244
-4% -$105K 0.11% 108
2025
Q1 		$3.02M Buy
33,625
+1,881
+6% +$168K 0.12% 104
2024
Q4 		$2.54M Buy
31,744
+8,094
+34% +$701K 0.08% 159
2024
Q3 		$2.13M Buy
23,650
+1,353
+6% +$114K 0.08% 175
2024
Q2 		$1.75M Buy
22,297
+3,587
+19% +$294K 0.08% 177
2024
Q1 		$1.63M Buy
18,710
+7,180
+62% +$613K 0.06% 206
2023
Q4 		$951K Buy
11,530
+11,042
+2,263% +$842K 0.08% 219
2023
Q3 		$38K Sell
488
-73
-13% -$6.11K ﹤0.01% 407
2023
Q2 		$50K Buy
+561
New +$48.3K 0.01% 332
2022
Q2 		– Sell
-76
Closed -$8K – 368
2022
Q1 		$8K Buy
+76
New +$8.03K ﹤0.01% 391
2021
Q1 		– Sell
-543
Closed -$63K – 227
2020
Q4 		$63K Buy
+543
New +$59.8K 0.01% 203

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

GeoWealth Management's MDT Position: Q2 2026 in Review

GeoWealth Management reduced its Medtronic (MDT) stake by 2.1% in Q2 2026, selling an estimated $87K and leaving 50,382 shares worth $3.94M. The position accounts for 0.12% of the portfolio, ranked #99.

GeoWealth Management first reported a position in MDT in Q4 2020 and has held it in 15 quarters since. The position peaked at $4.95M in Q3 2025. 2,125 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • GeoWealth Management held 50,382 shares of Medtronic worth $3.94M as of Q2 2026.
  • GeoWealth Management sold 1,079 Medtronic shares in Q2 2026, an estimated $87K.
  • Medtronic made up 0.12% of GeoWealth Management's portfolio in Q2 2026, its #99 holding.
  • GeoWealth Management first reported a position in Medtronic in Q4 2020 and has held it in 15 quarters since.
  • GeoWealth Management's Medtronic position peaked at $4.95M in Q3 2025.
  • 2,125 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on GeoWealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.