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 Q2	$835K	Sell	10,676 -1,500	-12%	-$121K	0.18%	116
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

High Net Worth Advisory Group's MDT Position: Q2 2026 in Review

High Net Worth Advisory Group reduced its Medtronic (MDT) stake by 12% in Q2 2026, selling an estimated $121K and leaving 10,676 shares worth $835K. The position accounts for 0.18% of the portfolio, ranked #116.

High Net Worth Advisory Group first reported a position in MDT in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.46M in Q1 2022. 2,134 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

High Net Worth Advisory Group held 10,676 shares of Medtronic worth $835K as of Q2 2026.
High Net Worth Advisory Group sold 1,500 Medtronic shares in Q2 2026, an estimated $121K.
Medtronic made up 0.18% of High Net Worth Advisory Group's portfolio in Q2 2026, its #116 holding.
High Net Worth Advisory Group first reported a position in Medtronic in Q4 2021 and has held it in 19 quarters since.
High Net Worth Advisory Group's Medtronic position peaked at $1.46M in Q1 2022.
2,134 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on High Net Worth Advisory Group's 13F filing for Q2 2026, filed 29 Jul 2026.