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Integrated Wealth Concepts’s Medtronic MDT Stock Holding History

Integrated Wealth Concepts’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 		$3.53M Buy
40,716
+25,438
+167% +$2.44M 0.03% 540
2025
Q4 		$1.47M Sell
15,278
-39,220
-72% -$3.81M 0.02% 621
2025
Q3 		$5.19M Buy
54,498
+2,072
+4% +$190K 0.05% 370
2025
Q2 		$4.57M Buy
52,426
+264
+0.5% +$22.4K 0.05% 363
2025
Q1 		$4.69M Buy
52,162
+9,868
+23% +$883K 0.05% 329
2024
Q4 		$3.38M Sell
42,294
-5,954
-12% -$515K 0.04% 396
2024
Q3 		$4.34M Buy
48,248
+1,248
+3% +$105K 0.05% 325
2024
Q2 		$3.7M Buy
47,000
+289
+0.6% +$23.7K 0.05% 333
2024
Q1 		$4.07M Buy
46,711
+3,673
+9% +$313K 0.06% 304
2023
Q4 		$3.55M Sell
43,038
-2,811
-6% -$214K 0.06% 307
2023
Q3 		$3.59M Buy
45,849
+4,504
+11% +$377K 0.06% 290
2023
Q2 		$3.64M Buy
41,345
+6,620
+19% +$570K 0.06% 291
2023
Q1 		$2.8M Buy
34,725
+23,942
+222% +$1.95M 0.06% 307
2022
Q4 		$838K Sell
10,783
-1,194
-10% -$96.8K 0.02% 510
2022
Q3 		$967K Sell
11,977
-3,440
-22% -$309K 0.03% 435
2022
Q2 		$1.38M Buy
15,417
+3,737
+32% +$379K 0.04% 358
2022
Q1 		$1.3M Buy
11,680
+181
+2% +$19.1K 0.04% 343
2021
Q4 		$1.19M Sell
11,499
-11,604
-50% -$1.34M 0.04% 364
2021
Q3 		$2.9M Buy
23,103
+3,565
+18% +$461K 0.09% 187
2021
Q2 		$2.42M Buy
19,538
+1,146
+6% +$144K 0.09% 194
2021
Q1 		$2.17M Buy
18,392
+10,891
+145% +$1.28M 0.09% 176
2020
Q4 		$879K Buy
7,501
+93
+1% +$10.2K 0.04% 276
2020
Q3 		$770K Buy
7,408
+2,351
+46% +$236K 0.05% 260
2020
Q2 		$464K Sell
5,057
-521
-9% -$50K 0.03% 305
2020
Q1 		$503K Sell
5,578
-130
-2% -$13.8K 0.05% 224
2019
Q4 		$648K Buy
5,708
+3,129
+121% +$343K 0.05% 226
2019
Q3 		$280K Sell
2,579
-477
-16% -$49.8K 0.03% 326
2019
Q2 		$275K Buy
+3,056
New +$279K 0.04% 295

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

Integrated Wealth Concepts's MDT Position: Q1 2026 in Review

Integrated Wealth Concepts increased its Medtronic (MDT) stake by 167% in Q1 2026, buying an estimated $2.44M and bringing the position to 40,716 shares worth $3.53M. The position accounts for 0.03% of the portfolio, ranked #540.

Integrated Wealth Concepts first reported a position in MDT in Q2 2019 and has held it in 28 quarters since. The position peaked at $5.19M in Q3 2025. 2,229 funds tracked by Wall St. Rank hold MDT as of Q1 2026.

  • Integrated Wealth Concepts held 40,716 shares of Medtronic worth $3.53M as of Q1 2026.
  • Integrated Wealth Concepts bought 25,438 Medtronic shares in Q1 2026, an estimated $2.44M.
  • Medtronic made up 0.03% of Integrated Wealth Concepts's portfolio in Q1 2026, its #540 holding.
  • Integrated Wealth Concepts first reported a position in Medtronic in Q2 2019 and has held it in 28 quarters since.
  • Integrated Wealth Concepts's Medtronic position peaked at $5.19M in Q3 2025.
  • 2,229 funds tracked by Wall St. Rank held Medtronic as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.