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Goldstone Financial Group’s Medtronic MDT Stock Holding History

Goldstone Financial Group’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 		$436K Sell
5,035
-1,093
-18% -$105K 0.05% 176
2025
Q4 		$589K Buy
6,128
+391
+7% +$38K 0.07% 153
2025
Q3 		$546K Buy
5,737
+485
+9% +$44.6K 0.06% 156
2025
Q2 		$464K Buy
5,252
+2,057
+64% +$174K 0.06% 159
2025
Q1 		$287K Buy
+3,195
New +$286K 0.04% 172

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

Goldstone Financial Group's MDT Position: Q1 2026 in Review

Goldstone Financial Group reduced its Medtronic (MDT) stake by 18% in Q1 2026, selling an estimated $105K and leaving 5,035 shares worth $436K. The position accounts for 0.05% of the portfolio, ranked #176.

Goldstone Financial Group first reported a position in MDT in Q1 2025 and has held it in 5 quarters since. The position peaked at $589K in Q4 2025. 2,229 funds tracked by Wall St. Rank hold MDT as of Q1 2026.

  • Goldstone Financial Group held 5,035 shares of Medtronic worth $436K as of Q1 2026.
  • Goldstone Financial Group sold 1,093 Medtronic shares in Q1 2026, an estimated $105K.
  • Medtronic made up 0.05% of Goldstone Financial Group's portfolio in Q1 2026, its #176 holding.
  • Goldstone Financial Group first reported a position in Medtronic in Q1 2025 and has held it in 5 quarters since.
  • Goldstone Financial Group's Medtronic position peaked at $589K in Q4 2025.
  • 2,229 funds tracked by Wall St. Rank held Medtronic as of Q1 2026.

Based on Goldstone Financial Group's 13F filing for Q1 2026, filed 24 Apr 2026.