High Note Wealth’s Medtronic MDT Stock Holding History

High Note Wealth’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	$284K	Sell	3,275 -34	-1%	-$3.26K	0.06%	100
2025 Q4	$318K	Sell	3,309 -988	-23%	-$96K	0.06%	91
2025 Q3	$409K	Buy	4,297 +103	+2%	+$9.47K	0.08%	85
2025 Q2	$366K	Sell	4,194 -865	-17%	-$73.4K	0.08%	89
2025 Q1	$455K	Sell	5,059 -358	-7%	-$32K	0.11%	70
2024 Q4	$433K	Sell	5,417 -206	-4%	-$17.8K	0.11%	72
2024 Q3	$506K	Sell	5,623 -236	-4%	-$19.9K	0.14%	69
2024 Q2	$461K	Sell	5,859 -493	-8%	-$40.4K	0.14%	71
2024 Q1	$554K	Sell	6,352 -521	-8%	-$44.5K	0.18%	65
2023 Q4	$566K	Sell	6,873 -171	-2%	-$13K	0.21%	61
2023 Q3	$552K	Buy	7,044 +1,632	+30%	+$137K	0.23%	60
2023 Q2	$477K	Buy	5,412 +103	+2%	+$8.87K	0.19%	66
2023 Q1	$428K	Buy	5,309 +39	+0.7%	+$3.18K	0.18%	66
2022 Q4	$410K	Sell	5,270 -5,708	-52%	-$463K	0.17%	67
2022 Q3	$939K	Sell	10,978 -71	-0.6%	-$6.38K	0.38%	53
2022 Q2	$992K	Buy	11,049 +5,211	+89%	+$528K	0.39%	51
2022 Q1	$647K	Sell	5,838 -72	-1%	-$7.61K	0.23%	63
2021 Q4	$611K	Buy	5,910 +11	+0.2%	+$1.27K	0.21%	62
2021 Q3	$726K	Buy	5,899 +364	+7%	+$47.1K	0.26%	62
2021 Q2	$687K	Buy	5,535 +767	+16%	+$96.3K	0.25%	62
2021 Q1	$563K	Hold	4,768	–	–	0.22%	63
2020 Q4	$558K	Buy	+4,768	New	+$525K	0.24%	62

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 Note Wealth's MDT Position: Q1 2026 in Review

High Note Wealth reduced its Medtronic (MDT) stake by 1% in Q1 2026, selling an estimated $3.26K and leaving 3,275 shares worth $284K. The position accounts for 0.06% of the portfolio, ranked #100.

High Note Wealth first reported a position in MDT in Q4 2020 and has held it in 22 quarters since. The position peaked at $992K in Q2 2022. 2,229 funds tracked by Wall St. Rank hold MDT as of Q1 2026.

High Note Wealth held 3,275 shares of Medtronic worth $284K as of Q1 2026.
High Note Wealth sold 34 Medtronic shares in Q1 2026, an estimated $3.26K.
Medtronic made up 0.06% of High Note Wealth's portfolio in Q1 2026, its #100 holding.
High Note Wealth first reported a position in Medtronic in Q4 2020 and has held it in 22 quarters since.
High Note Wealth's Medtronic position peaked at $992K in Q2 2022.
2,229 funds tracked by Wall St. Rank held Medtronic as of Q1 2026.

Based on High Note Wealth's 13F filing for Q1 2026, filed 11 May 2026.