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IAG Wealth Partners’s Medtronic MDT Stock Holding History

IAG Wealth Partners’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 		$30.4K Buy
+389
New +$31.4K ﹤0.01% 260
2025
Q3 		– Sell
-200
Closed -$17.4K – 531
2025
Q2 		$17.4K Buy
+200
New +$17K ﹤0.01% 292
2025
Q1 		– Sell
-129
Closed -$10.3K – 521
2024
Q4 		$10.3K Buy
129
+1
+0.8% +$87 ﹤0.01% 341
2024
Q3 		$11.6K Buy
128
+1
+0.8% +$84 ﹤0.01% 329
2024
Q2 		$10K Buy
127
+1
+0.8% +$82 ﹤0.01% 331
2024
Q1 		$11K Buy
126
+1
+0.8% +$85 ﹤0.01% 306
2023
Q4 		$10.3K Buy
125
+1
+0.8% +$76 ﹤0.01% 303
2023
Q3 		$9.72K Buy
124
+1
+0.8% +$84 ﹤0.01% 299
2023
Q2 		$10.8K Sell
123
-186
-60% -$16K ﹤0.01% 305
2023
Q1 		$24.9K Sell
309
-12
-4% -$978 0.01% 203
2022
Q4 		$24.9K Sell
321
-30
-9% -$2.43K 0.01% 192
2022
Q3 		$28K Buy
351
+129
+58% +$11.6K 0.01% 173
2022
Q2 		$20K Hold
222
– – 0.01% 205
2022
Q1 		$25K Buy
222
+31
+16% +$3.27K 0.01% 199
2021
Q4 		$20K Hold
191
– – 0.01% 227
2021
Q3 		$24K Hold
191
– – 0.01% 183
2021
Q2 		$24K Hold
191
– – 0.01% 176
2021
Q1 		$23K Hold
191
– – 0.01% 170
2020
Q4 		$23K Hold
191
– – 0.01% 153
2020
Q3 		$20K Hold
191
– – 0.01% 160
2020
Q2 		$18K Hold
191
– – 0.01% 167
2020
Q1 		$18K Hold
191
– – 0.01% 156
2019
Q4 		$22K Buy
+191
New +$21K 0.01% 170

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

IAG Wealth Partners's MDT Position: Q2 2026 in Review

IAG Wealth Partners opened a new position in Medtronic (MDT) in Q2 2026: 389 shares worth $30.4K. The stake represents ﹤0.01% of the portfolio and ranks #260 among its holdings. This is a return to the name: IAG Wealth Partners previously reported a position in MDT as recently as Q2 2025.

IAG Wealth Partners first reported a position in MDT in Q4 2019 and has held it in 23 quarters since. 2,134 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • IAG Wealth Partners held 389 shares of Medtronic worth $30.4K as of Q2 2026.
  • Medtronic was a new IAG Wealth Partners position in Q2 2026.
  • Medtronic made up ﹤0.01% of IAG Wealth Partners's portfolio in Q2 2026, its #260 holding.
  • IAG Wealth Partners first reported a position in Medtronic in Q4 2019 and has held it in 23 quarters since.
  • 2,134 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on IAG Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.