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Impact Partnership Wealth’s Medtronic MDT Stock Holding History

Impact Partnership 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 		$465K Sell
5,361
-912
-15% -$87.4K 0.06% 211
2025
Q4 		$603K Buy
+6,273
New +$609K 0.08% 169
2024
Q2 		– Sell
-60
Closed -$5.26K – 494
2024
Q1 		$5.26K Sell
60
-10,183
-99% -$869K ﹤0.01% 495
2023
Q4 		$844K Buy
10,243
+8,998
+723% +$686K 0.31% 40
2023
Q3 		$97.6K Buy
1,245
+980
+370% +$82K 0.03% 323
2023
Q2 		$23.3K Buy
+265
New +$22.8K 0.01% 321

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

Impact Partnership Wealth's MDT Position: Q1 2026 in Review

Impact Partnership Wealth reduced its Medtronic (MDT) stake by 15% in Q1 2026, selling an estimated $87.4K and leaving 5,361 shares worth $465K. The position accounts for 0.06% of the portfolio, ranked #211.

Impact Partnership Wealth first reported a position in MDT in Q2 2023 and has held it in 6 quarters since. The position peaked at $844K in Q4 2023. 2,230 funds tracked by Wall St. Rank hold MDT as of Q1 2026.

  • Impact Partnership Wealth held 5,361 shares of Medtronic worth $465K as of Q1 2026.
  • Impact Partnership Wealth sold 912 Medtronic shares in Q1 2026, an estimated $87.4K.
  • Medtronic made up 0.06% of Impact Partnership Wealth's portfolio in Q1 2026, its #211 holding.
  • Impact Partnership Wealth first reported a position in Medtronic in Q2 2023 and has held it in 6 quarters since.
  • Impact Partnership Wealth's Medtronic position peaked at $844K in Q4 2023.
  • 2,230 funds tracked by Wall St. Rank held Medtronic as of Q1 2026.

Based on Impact Partnership Wealth's 13F filing for Q1 2026, filed 23 Apr 2026.