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Golden State Wealth Management’s Medtronic MDT Stock Holding History

Golden State 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
Q2 		$71.8K Sell
918
-1,985
-68% -$160K 0.01% 644
2026
Q1 		$252K Buy
2,903
+1,994
+219% +$191K 0.03% 354
2025
Q4 		$87.3K Sell
909
-70
-7% -$6.8K 0.01% 552
2025
Q3 		$93.2K Buy
979
+7
+0.7% +$643 0.01% 523
2025
Q2 		$84.7K Sell
972
-45
-4% -$3.82K 0.01% 527
2025
Q1 		$91.4K Buy
1,017
+37
+4% +$3.31K 0.01% 468
2024
Q4 		$78.3K Buy
+980
New +$84.8K 0.01% 477
2022
Q1 		– Sell
-2,817
Closed -$291K – 338
2021
Q4 		$291K Buy
+2,817
New +$326K 0.05% 288
2021
Q1 		– Sell
-2,912
Closed -$341K – 223
2020
Q4 		$341K Buy
2,912
+1,576
+118% +$173K 0.1% 161
2020
Q3 		$139K Sell
1,336
-4,054
-75% -$407K 0.05% 231
2020
Q2 		$494K Buy
5,390
+4,380
+434% +$420K 0.13% 122
2020
Q1 		$91K Buy
+1,010
New +$107K 0.04% 262
2019
Q4 		– Sell
-812
Closed -$88K – 581
2019
Q3 		$88K Buy
812
+81
+11% +$8.45K 0.03% 331
2019
Q2 		$71K Hold
731
– – 0.02% 389
2019
Q1 		$67K Buy
+731
New +$65.4K 0.02% 386

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

Golden State Wealth Management's MDT Position: Q2 2026 in Review

Golden State Wealth Management reduced its Medtronic (MDT) stake by 68% in Q2 2026, selling an estimated $160K and leaving 918 shares worth $71.8K. The position accounts for 0.01% of the portfolio, ranked #644.

Golden State Wealth Management first reported a position in MDT in Q1 2019 and has held it in 15 quarters since. The position peaked at $494K in Q2 2020. 2,128 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • Golden State Wealth Management held 918 shares of Medtronic worth $71.8K as of Q2 2026.
  • Golden State Wealth Management sold 1,985 Medtronic shares in Q2 2026, an estimated $160K.
  • Medtronic made up 0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #644 holding.
  • Golden State Wealth Management first reported a position in Medtronic in Q1 2019 and has held it in 15 quarters since.
  • Golden State Wealth Management's Medtronic position peaked at $494K in Q2 2020.
  • 2,128 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.