HWM
MDT icon

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
Q2 		$120K Buy
1,536
+139
+10% +$11.2K 0.04% 114
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 $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

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

HighMark Wealth Management increased its Medtronic (MDT) stake by 9.9% in Q2 2026, buying an estimated $11.2K and bringing the position to 1,536 shares worth $120K. The position accounts for 0.04% of the portfolio, ranked #114.

HighMark Wealth Management first reported a position in MDT in Q4 2019 and has held it in 27 quarters since. The position peaked at $192K in Q3 2021. 2,134 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • HighMark Wealth Management held 1,536 shares of Medtronic worth $120K as of Q2 2026.
  • HighMark Wealth Management bought 139 Medtronic shares in Q2 2026, an estimated $11.2K.
  • Medtronic made up 0.04% of HighMark Wealth Management's portfolio in Q2 2026, its #114 holding.
  • HighMark Wealth Management first reported a position in Medtronic in Q4 2019 and has held it in 27 quarters since.
  • HighMark Wealth Management's Medtronic position peaked at $192K in Q3 2021.
  • 2,134 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on HighMark Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.