High Net Worth Advisory Group’s Medtronic MDT Stock Holding History

High Net Worth Advisory 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	$1.06M	Buy	12,176 +1	+0%	+$96	0.25%	95
2025 Q4	$1.17M	Hold	12,175	–	–	0.27%	84
2025 Q3	$1.16M	Sell	12,175 -431	-3%	-$39.6K	0.28%	83
2025 Q2	$1.1M	Sell	12,606 -2,500	-17%	-$212K	0.29%	77
2025 Q1	$1.36M	Buy	15,106 +1	+0%	+$89	0.38%	60
2024 Q4	$1.21M	Hold	15,105	–	–	0.34%	66
2024 Q3	$1.36M	Hold	15,105	–	–	0.37%	63
2024 Q2	$1.19M	Sell	15,105 -500	-3%	-$41K	0.36%	62
2024 Q1	$1.36M	Buy	15,605 +1,902	+14%	+$162K	0.43%	55
2023 Q4	$1.13M	Sell	13,703 -90	-0.7%	-$6.86K	0.42%	57
2023 Q3	$1.08M	Sell	13,793 -13	-0.1%	-$1.09K	0.43%	60
2023 Q2	$1.22M	Hold	13,806	–	–	0.47%	58
2023 Q1	$1.11M	Buy	13,806 +412	+3%	+$33.6K	0.45%	57
2022 Q4	$1.04M	Buy	13,394 +251	+2%	+$20.3K	0.4%	59
2022 Q3	$1.06M	Hold	13,143	–	–	0.45%	54
2022 Q2	$1.18M	Hold	13,143	–	–	0.49%	53
2022 Q1	$1.46M	Sell	13,143 -250	-2%	-$26.4K	0.53%	48
2021 Q4	$1.39M	Buy	+13,393	New	+$1.55M	0.48%	52

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

High Net Worth Advisory Group's MDT Position: Q1 2026 in Review

High Net Worth Advisory Group increased its Medtronic (MDT) stake by 0.01% in Q1 2026, buying an estimated $96 and bringing the position to 12,176 shares worth $1.06M. The position accounts for 0.25% of the portfolio, ranked #95.

High Net Worth Advisory Group first reported a position in MDT in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.46M in Q1 2022. 2,229 funds tracked by Wall St. Rank hold MDT as of Q1 2026.

High Net Worth Advisory Group held 12,176 shares of Medtronic worth $1.06M as of Q1 2026.
High Net Worth Advisory Group bought 1 Medtronic share in Q1 2026, an estimated $96.
Medtronic made up 0.25% of High Net Worth Advisory Group's portfolio in Q1 2026, its #95 holding.
High Net Worth Advisory Group first reported a position in Medtronic in Q4 2021 and has held it in 18 quarters since.
High Net Worth Advisory Group's Medtronic position peaked at $1.46M in Q1 2022.
2,229 funds tracked by Wall St. Rank held Medtronic as of Q1 2026.

Based on High Net Worth Advisory Group's 13F filing for Q1 2026, filed 17 Apr 2026.