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HB Wealth Management’s Medtronic MDT Stock Holding History

HB 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 		$7.74M Sell
98,948
-2,820
-3% -$227K 0.04% 202
2026
Q1 		$8.82M Sell
101,768
-5,857
-5% -$561K 0.06% 171
2025
Q4 		$10.3M Sell
107,625
-1,000
-0.9% -$97.1K 0.07% 150
2025
Q3 		$10.3M Buy
108,625
+7,356
+7% +$676K 0.07% 145
2025
Q2 		$8.83M Buy
101,269
+5,192
+5% +$440K 0.07% 151
2025
Q1 		$8.63M Buy
96,077
+16,264
+20% +$1.46M 0.07% 152
2024
Q4 		$6.37M Buy
79,813
+4,051
+5% +$351K 0.07% 139
2024
Q3 		$6.82M Sell
75,762
-9,328
-11% -$785K 0.07% 133
2024
Q2 		$6.7M Buy
85,090
+10,615
+14% +$870K 0.08% 123
2024
Q1 		$6.49M Buy
74,475
+8,104
+12% +$692K 0.08% 127
2023
Q4 		$5.47M Sell
66,371
-4,665
-7% -$356K 0.08% 130
2023
Q3 		$5.57M Buy
71,036
+2,680
+4% +$224K 0.09% 115
2023
Q2 		$6.02M Buy
68,356
+1,668
+3% +$144K 0.1% 108
2023
Q1 		$5.38M Buy
66,688
+26,938
+68% +$2.2M 0.09% 111
2022
Q4 		$3.09M Sell
39,750
-14,981
-27% -$1.21M 0.06% 150
2022
Q3 		$4.42M Buy
54,731
+5,615
+11% +$505K 0.09% 104
2022
Q2 		$4.41M Buy
49,116
+5,949
+14% +$603K 0.09% 109
2022
Q1 		$4.79M Buy
43,167
+12,072
+39% +$1.28M 0.09% 113
2021
Q4 		$3.22M Buy
+31,095
New +$3.6M 0.06% 117

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

HB Wealth Management's MDT Position: Q2 2026 in Review

HB Wealth Management reduced its Medtronic (MDT) stake by 2.8% in Q2 2026, selling an estimated $227K and leaving 98,948 shares worth $7.74M. The position accounts for 0.04% of the portfolio, ranked #202.

HB Wealth Management first reported a position in MDT in Q4 2021 and has held it in 19 quarters since. The position peaked at $10.3M in Q3 2025. 2,125 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • HB Wealth Management held 98,948 shares of Medtronic worth $7.74M as of Q2 2026.
  • HB Wealth Management sold 2,820 Medtronic shares in Q2 2026, an estimated $227K.
  • Medtronic made up 0.04% of HB Wealth Management's portfolio in Q2 2026, its #202 holding.
  • HB Wealth Management first reported a position in Medtronic in Q4 2021 and has held it in 19 quarters since.
  • HB Wealth Management's Medtronic position peaked at $10.3M in Q3 2025.
  • 2,125 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

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