Inlet Private Wealth’s Medtronic MDT Stock Holding History

Inlet Private 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 Q2	$235K	Sell	3,000 -3,600	-55%	-$290K	0.06%	127
2026 Q1	$572K	Sell	6,600 -5,450	-45%	-$522K	0.15%	95
2025 Q4	$1.16M	Sell	12,050 -840	-7%	-$81.6K	0.27%	75
2025 Q3	$1.23M	Buy	12,890 +190	+1%	+$17.5K	0.28%	81
2025 Q2	$1.11M	Hold	12,700	–	–	0.27%	82
2025 Q1	$1.14M	Sell	12,700 -3,401	-21%	-$304K	0.3%	78
2024 Q4	$1.29M	Sell	16,101 -11,393	-41%	-$986K	0.34%	77
2024 Q3	$2.48M	Sell	27,494 -36,800	-57%	-$3.1M	0.63%	54
2024 Q2	$5.06M	Buy	64,294 +150	+0.2%	+$12.3K	1.38%	27
2024 Q1	$5.59M	Buy	64,144 +3,260	+5%	+$278K	1.56%	24
2023 Q4	$5.02M	Sell	60,884 -1,400	-2%	-$107K	1.54%	24
2023 Q3	$4.88M	Sell	62,284 -1,575	-2%	-$132K	1.6%	21
2023 Q2	$5.63M	Buy	63,859 +1,275	+2%	+$110K	1.42%	21
2023 Q1	$5.05M	Buy	62,584 +3,775	+6%	+$308K	1.31%	21
2022 Q4	$4.57M	Buy	+58,809	New	+$4.77M	1.17%	27

Other funds holding MDT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Inlet Private Wealth's MDT Position: Q2 2026 in Review

Inlet Private Wealth reduced its Medtronic (MDT) stake by 55% in Q2 2026, selling an estimated $290K and leaving 3,000 shares worth $235K. The position accounts for 0.06% of the portfolio, ranked #127.

Inlet Private Wealth first reported a position in MDT in Q4 2022 and has held it in 15 quarters since. The position peaked at $5.63M in Q2 2023. 2,134 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

Inlet Private Wealth held 3,000 shares of Medtronic worth $235K as of Q2 2026.
Inlet Private Wealth sold 3,600 Medtronic shares in Q2 2026, an estimated $290K.
Medtronic made up 0.06% of Inlet Private Wealth's portfolio in Q2 2026, its #127 holding.
Inlet Private Wealth first reported a position in Medtronic in Q4 2022 and has held it in 15 quarters since.
Inlet Private Wealth's Medtronic position peaked at $5.63M in Q2 2023.
2,134 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Inlet Private Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.