IWA
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Icon Wealth Advisors’s Medtronic MDT Stock Holding History

Icon Wealth Advisors’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 		– Sell
-2,520
Closed -$242K – 417
2025
Q4 		$242K Buy
+2,520
New +$245K 0.02% 354
2022
Q4 		$2.99M Sell
38,448
-2,576
-6% -$209K 0.34% 71
2022
Q3 		$3.31M Buy
+41,024
New +$3.69M 0.4% 60

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

Icon Wealth Advisors's MDT Position: Q1 2026 in Review

Icon Wealth Advisors sold out of Medtronic (MDT) in Q1 2026, closing a stake of 2,520 shares — an estimated $242K sold.

Icon Wealth Advisors first reported a position in MDT in Q3 2022 and held it in 3 quarters. The position peaked at $3.31M in Q3 2022. 2,229 funds tracked by Wall St. Rank hold MDT as of Q1 2026.

  • Icon Wealth Advisors reported no remaining Medtronic position as of Q1 2026 after selling out during the quarter.
  • Icon Wealth Advisors sold 2,520 Medtronic shares in Q1 2026, an estimated $242K.
  • Icon Wealth Advisors first reported a position in Medtronic in Q3 2022 and held it in 3 quarters.
  • Icon Wealth Advisors's Medtronic position peaked at $3.31M in Q3 2022.
  • 2,229 funds tracked by Wall St. Rank held Medtronic as of Q1 2026.

Based on Icon Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.