Invera Wealth Advisors’s Medtronic MDT Stock Holding History

Invera Wealth Advisors’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	-5,326	Closed	-$512K	–	101
2025 Q4	$512K	Sell	5,326 -59	-1%	-$5.73K	0.32%	65
2025 Q3	$513K	Sell	5,385 -14	-0.3%	-$1.29K	0.32%	70
2025 Q2	$471K	Sell	5,399 -1,124	-17%	-$95.3K	0.31%	70
2025 Q1	$586K	Buy	+6,523	New	+$584K	0.38%	76
2024 Q2	–	Sell	-5,778	Closed	-$458K	–	61
2024 Q1	$458K	Buy	5,778 +2,576	+80%	+$220K	0.39%	52
2023 Q4	$264K	Buy	+3,202	New	+$244K	0.17%	88

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

Invera Wealth Advisors's MDT Position: Q1 2026 in Review

Invera Wealth Advisors sold out of Medtronic (MDT) in Q1 2026, closing a stake of 5,326 shares — an estimated $512K sold.

Invera Wealth Advisors first reported a position in MDT in Q4 2023 and held it in 6 quarters. The position peaked at $586K in Q1 2025. 2,229 funds tracked by Wall St. Rank hold MDT as of Q1 2026.

Invera Wealth Advisors reported no remaining Medtronic position as of Q1 2026 after selling out during the quarter.
Invera Wealth Advisors sold 5,326 Medtronic shares in Q1 2026, an estimated $512K.
Invera Wealth Advisors first reported a position in Medtronic in Q4 2023 and held it in 6 quarters.
Invera Wealth Advisors's Medtronic position peaked at $586K in Q1 2025.
2,229 funds tracked by Wall St. Rank held Medtronic as of Q1 2026.

Based on Invera Wealth Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.