Innova Wealth Partners’s Medtronic MDT Stock Holding History

Innova 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 Q1	–	Sell	-2,234	Closed	-$215K	–	176
2025 Q4	$215K	Buy	2,234 +24	+1%	+$2.33K	0.11%	140
2025 Q3	$210K	Buy	+2,210	New	+$203K	0.11%	123
2025 Q2	–	Sell	-2,325	Closed	-$209K	–	111
2025 Q1	$209K	Buy	+2,325	New	+$208K	0.13%	95
2024 Q3	–	Sell	-3,340	Closed	-$263K	–	114
2024 Q2	$263K	Buy	3,340 +165	+5%	+$13.5K	0.19%	69
2024 Q1	$277K	Hold	3,175	–	–	0.21%	63
2023 Q4	$262K	Buy	3,175 +360	+13%	+$27.4K	0.23%	56
2023 Q3	$221K	Buy	2,815 +250	+10%	+$20.9K	0.2%	49
2023 Q2	$226K	Hold	2,565	–	–	0.19%	53
2023 Q1	$207K	Buy	+2,565	New	+$209K	0.18%	48

Other funds holding MDT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Innova Wealth Partners's MDT Position: Q1 2026 in Review

Innova Wealth Partners sold out of Medtronic (MDT) in Q1 2026, closing a stake of 2,234 shares — an estimated $215K sold.

Innova Wealth Partners first reported a position in MDT in Q1 2023 and held it in 9 quarters. The position peaked at $277K in Q1 2024. 2,231 funds tracked by Wall St. Rank hold MDT as of Q1 2026.

Innova Wealth Partners reported no remaining Medtronic position as of Q1 2026 after selling out during the quarter.
Innova Wealth Partners sold 2,234 Medtronic shares in Q1 2026, an estimated $215K.
Innova Wealth Partners first reported a position in Medtronic in Q1 2023 and held it in 9 quarters.
Innova Wealth Partners's Medtronic position peaked at $277K in Q1 2024.
2,231 funds tracked by Wall St. Rank held Medtronic as of Q1 2026.

Based on Innova Wealth Partners's 13F filing for Q1 2026, filed 24 Apr 2026.