Global Wealth Management Investment Advisory’s Medtronic MDT Stock Holding History

Global Wealth Management Investment Advisory’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	$4.3M	Buy	54,915 +5,802	+12%	+$468K	0.61%	59
2026 Q1	$4.26M	Buy	49,113 +2,702	+6%	+$259K	0.67%	58
2025 Q4	$4.46M	Buy	46,411 +2,549	+6%	+$248K	0.71%	50
2025 Q3	$4.18M	Buy	43,862 +9,182	+26%	+$844K	0.7%	52
2025 Q2	$3.02M	Buy	34,680 +13,039	+60%	+$1.11M	0.57%	60
2025 Q1	$1.94M	Buy	+21,641	New	+$1.94M	0.39%	75
2022 Q3	–	Sell	-29	Closed	-$3K	–	335
2022 Q2	$3K	Buy	+29	New	+$2.94K	﹤0.01%	385
2021 Q1	–	Sell	-38	Closed	-$4K	–	497
2020 Q4	$4K	Buy	38 +10	+36%	+$1.1K	﹤0.01%	354
2020 Q3	$3K	Sell	28 -112	-80%	-$11.2K	﹤0.01%	365
2020 Q2	$13K	Hold	140	–	–	0.01%	321
2020 Q1	$13K	Buy	140 +28	+25%	+$2.98K	0.01%	302
2019 Q4	$13K	Sell	112 -32	-22%	-$3.51K	0.01%	316
2019 Q3	$16K	Sell	144 -15	-9%	-$1.56K	0.01%	274
2019 Q2	$16K	Buy	159 +15	+10%	+$1.37K	0.01%	306
2019 Q1	$13K	Hold	144	–	–	0.01%	347
2018 Q4	$13K	Buy	+144	New	+$13.5K	0.01%	346

Other funds holding MDT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Global Wealth Management Investment Advisory's MDT Position: Q2 2026 in Review

Global Wealth Management Investment Advisory increased its Medtronic (MDT) stake by 12% in Q2 2026, buying an estimated $468K and bringing the position to 54,915 shares worth $4.3M. The position accounts for 0.61% of the portfolio, ranked #59.

Global Wealth Management Investment Advisory first reported a position in MDT in Q4 2018 and has held it in 16 quarters since. The position peaked at $4.46M in Q4 2025. 2,125 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

Global Wealth Management Investment Advisory held 54,915 shares of Medtronic worth $4.3M as of Q2 2026.
Global Wealth Management Investment Advisory bought 5,802 Medtronic shares in Q2 2026, an estimated $468K.
Medtronic made up 0.61% of Global Wealth Management Investment Advisory's portfolio in Q2 2026, its #59 holding.
Global Wealth Management Investment Advisory first reported a position in Medtronic in Q4 2018 and has held it in 16 quarters since.
Global Wealth Management Investment Advisory's Medtronic position peaked at $4.46M in Q4 2025.
2,125 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Global Wealth Management Investment Advisory's 13F filing for Q2 2026, filed 29 Jul 2026.