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HighMark Wealth Management’s Medtronic MDT Stock Holding History

HighMark 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
Q1 		$121K Buy
1,397
+45
+3% +$4.31K 0.05% 101
2025
Q4 		$130K Buy
1,352
+10
+0.7% +$971 0.05% 99
2025
Q3 		$128K Sell
1,342
-281
-17% -$25.8K 0.06% 101
2025
Q2 		$141K Buy
1,623
+1,334
+462% +$113K 0.07% 92
2025
Q1 		$26K Buy
289
+12
+4% +$1.07K 0.02% 180
2024
Q4 		$22.1K Sell
277
-1,297
-82% -$112K 0.01% 190
2024
Q3 		$142K Buy
1,574
+14
+0.9% +$1.18K 0.08% 85
2024
Q2 		$123K Buy
1,560
+14
+0.9% +$1.15K 0.07% 84
2024
Q1 		$135K Buy
1,546
+12
+0.8% +$1.02K 0.08% 80
2023
Q4 		$126K Buy
1,534
+14
+0.9% +$1.07K 0.09% 83
2023
Q3 		$119K Buy
1,520
+12
+0.8% +$1K 0.1% 71
2023
Q2 		$133K Buy
1,508
+13
+0.9% +$1.12K 0.1% 70
2023
Q1 		$121K Buy
1,495
+12
+0.8% +$978 0.09% 88
2022
Q4 		$115K Buy
1,483
+12
+0.8% +$973 0.09% 71
2022
Q3 		$119K Buy
1,471
+12
+0.8% +$1.08K 0.1% 62
2022
Q2 		$131K Buy
1,459
+8
+0.6% +$811 0.11% 61
2022
Q1 		$161K Buy
1,451
+9
+0.6% +$951 0.11% 63
2021
Q4 		$149K Sell
1,442
-88
-6% -$10.2K 0.09% 65
2021
Q3 		$192K Sell
1,530
-5
-0.3% -$647 0.14% 52
2021
Q2 		$191K Sell
1,535
-18
-1% -$2.26K 0.14% 50
2021
Q1 		$183K Sell
1,553
-10
-0.6% -$1.17K 0.15% 50
2020
Q4 		$183K Buy
1,563
+7
+0.4% +$771 0.16% 49
2020
Q3 		$162K Buy
1,556
+9
+0.6% +$904 0.15% 48
2020
Q2 		$142K Buy
1,547
+35
+2% +$3.36K 0.16% 46
2020
Q1 		$136K Buy
1,512
+21
+1% +$2.23K 0.16% 39
2019
Q4 		$169K Buy
+1,491
New +$164K 0.18% 42

Other funds holding MDT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
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
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

HighMark Wealth Management's MDT Position: Q1 2026 in Review

HighMark Wealth Management increased its Medtronic (MDT) stake by 3.3% in Q1 2026, buying an estimated $4.31K and bringing the position to 1,397 shares worth $121K. The position accounts for 0.05% of the portfolio, ranked #101.

HighMark Wealth Management first reported a position in MDT in Q4 2019 and has held it in 26 quarters since. The position peaked at $192K in Q3 2021. 2,229 funds tracked by Wall St. Rank hold MDT as of Q1 2026.

  • HighMark Wealth Management held 1,397 shares of Medtronic worth $121K as of Q1 2026.
  • HighMark Wealth Management bought 45 Medtronic shares in Q1 2026, an estimated $4.31K.
  • Medtronic made up 0.05% of HighMark Wealth Management's portfolio in Q1 2026, its #101 holding.
  • HighMark Wealth Management first reported a position in Medtronic in Q4 2019 and has held it in 26 quarters since.
  • HighMark Wealth Management's Medtronic position peaked at $192K in Q3 2021.
  • 2,229 funds tracked by Wall St. Rank held Medtronic as of Q1 2026.

Based on HighMark Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.