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Institute for Wealth Management’s Medtronic MDT Stock Holding History

Institute for Wealth Management’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 		$142K Buy
+1,819
New +$147K 0.01% 605
2023
Q3 		– Sell
-2,380
Closed -$210K – 470
2023
Q2 		$210K Buy
+2,380
New +$205K 0.04% 430
2022
Q4 		– Sell
-2,978
Closed -$241K – 462
2022
Q3 		$241K Hold
2,978
– – 0.05% 382
2022
Q2 		$267K Hold
2,978
– – 0.05% 422
2022
Q1 		$330K Sell
2,978
-28
-0.9% -$2.96K 0.05% 400
2021
Q4 		$311K Sell
3,006
-25
-0.8% -$2.9K 0.05% 370
2021
Q3 		$380K Hold
3,031
– – 0.07% 323
2021
Q2 		$376K Sell
3,031
-130
-4% -$16.3K 0.07% 326
2021
Q1 		$373K Buy
3,161
+52
+2% +$6.09K 0.07% 317
2020
Q4 		$364K Buy
3,109
+355
+13% +$39.1K 0.07% 317
2020
Q3 		$286K Buy
2,754
+48
+2% +$4.82K 0.07% 324
2020
Q2 		$248K Buy
2,706
+83
+3% +$7.96K 0.06% 357
2020
Q1 		$237K Buy
2,623
+49
+2% +$5.21K 0.07% 331
2019
Q4 		$292K Sell
2,574
-102
-4% -$11.2K 0.07% 350
2019
Q3 		$291K Sell
2,676
-585
-18% -$61K 0.07% 330
2019
Q2 		$318K Sell
3,261
-466
-13% -$42.5K 0.07% 338
2019
Q1 		$339K Buy
3,727
+501
+16% +$44.8K 0.07% 312
2018
Q4 		$293K Buy
+3,226
New +$301K 0.12% 197

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 $3.38T AUM 44.17% 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

Institute for Wealth Management's MDT Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Medtronic (MDT) in Q2 2026: 1,819 shares worth $142K. The stake represents 0.01% of the portfolio and ranks #605 among its holdings. This is a return to the name: Institute for Wealth Management previously reported a position in MDT as recently as Q2 2023.

Institute for Wealth Management first reported a position in MDT in Q4 2018 and has held it in 18 quarters since. The position peaked at $380K in Q3 2021. 2,146 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • Institute for Wealth Management held 1,819 shares of Medtronic worth $142K as of Q2 2026.
  • Medtronic was a new Institute for Wealth Management position in Q2 2026.
  • Medtronic made up 0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #605 holding.
  • Institute for Wealth Management first reported a position in Medtronic in Q4 2018 and has held it in 18 quarters since.
  • Institute for Wealth Management's Medtronic position peaked at $380K in Q3 2021.
  • 2,146 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.