Intentional Wealth Strategies’s Medtronic MDT Stock Holding History

Intentional Wealth Strategies’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	–	Sell	-485	Closed	-$42K	–	562
2026 Q1	$42K	Buy	+485	New	+$46.5K	0.04%	171

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

Intentional Wealth Strategies's MDT Position: Q2 2026 in Review

Intentional Wealth Strategies sold out of Medtronic (MDT) in Q2 2026, closing a stake of 485 shares — an estimated $42K sold.

Intentional Wealth Strategies first reported a position in MDT in Q1 2026 and held it in 1 quarter. The position peaked at $42K in Q1 2026. 2,123 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

Intentional Wealth Strategies reported no remaining Medtronic position as of Q2 2026 after selling out during the quarter.
Intentional Wealth Strategies sold 485 Medtronic shares in Q2 2026, an estimated $42K.
Intentional Wealth Strategies first reported a position in Medtronic in Q1 2026 and held it in 1 quarter.
Intentional Wealth Strategies's Medtronic position peaked at $42K in Q1 2026.
2,123 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

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