GW Henssler & Associates’s Medtronic MDT Stock Holding History

GW Henssler & Associates’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	$9.74M	Buy	+112,425	New	+$10.8M	0.46%	85
2024 Q3	–	Sell	-273,599	Closed	-$21.5M	–	208
2024 Q2	$21.5M	Buy	273,599 +730	+0.3%	+$59.8K	1.3%	32
2024 Q1	$23.8M	Buy	272,869 +17,108	+7%	+$1.46M	1.4%	28
2023 Q4	$21.1M	Sell	255,761 -16,682	-6%	-$1.27M	1.39%	29
2023 Q3	$21.3M	Sell	272,443 -93	-0%	-$7.79K	1.46%	26
2023 Q2	$24M	Buy	272,536 +3,118	+1%	+$268K	1.58%	21
2023 Q1	$21.7M	Buy	269,418 +156,620	+139%	+$12.8M	1.44%	26
2022 Q4	$8.77M	Sell	112,798 -50,595	-31%	-$4.1M	0.62%	56
2022 Q3	$13.2M	Buy	163,393 +36,699	+29%	+$3.3M	0.99%	46
2022 Q2	$11.4M	Sell	126,694 -54,090	-30%	-$5.48M	0.84%	51
2022 Q1	$20.1M	Buy	+180,784	New	+$19.1M	1.22%	30

Other funds holding MDT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

GW Henssler & Associates's MDT Position: Q1 2026 in Review

GW Henssler & Associates opened a new position in Medtronic (MDT) in Q1 2026: 112,425 shares worth $9.74M. The stake represents 0.46% of the portfolio and ranks #85 among its holdings. This is a return to the name: GW Henssler & Associates previously reported a position in MDT as recently as Q2 2024.

GW Henssler & Associates first reported a position in MDT in Q1 2022 and has held it in 11 quarters since. The position peaked at $24M in Q2 2023. 2,229 funds tracked by Wall St. Rank hold MDT as of Q1 2026.

GW Henssler & Associates held 112,425 shares of Medtronic worth $9.74M as of Q1 2026.
Medtronic was a new GW Henssler & Associates position in Q1 2026.
Medtronic made up 0.46% of GW Henssler & Associates's portfolio in Q1 2026, its #85 holding.
GW Henssler & Associates first reported a position in Medtronic in Q1 2022 and has held it in 11 quarters since.
GW Henssler & Associates's Medtronic position peaked at $24M in Q2 2023.
2,229 funds tracked by Wall St. Rank held Medtronic as of Q1 2026.

Based on GW Henssler & Associates's 13F filing for Q1 2026, filed 15 May 2026.