Jamison Private Wealth Management’s Medtronic MDT Stock Holding History

Jamison Private 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	$494K	Sell	6,311 -503	-7%	-$40.6K	0.05%	173
2026 Q1	$590K	Buy	6,814 +249	+4%	+$23.9K	0.07%	142
2025 Q4	$631K	Buy	6,565 +53	+0.8%	+$5.15K	0.08%	140
2025 Q3	$620K	Sell	6,512 -140	-2%	-$12.9K	0.08%	142
2025 Q2	$580K	Sell	6,652 -73	-1%	-$6.19K	0.08%	137
2025 Q1	$604K	Sell	6,725 -685	-9%	-$61.3K	0.09%	133
2024 Q4	$592K	Sell	7,410 -346	-4%	-$30K	0.09%	132
2024 Q3	$698K	Buy	7,756 +92	+1%	+$7.74K	0.11%	121
2024 Q2	$603K	Sell	7,664 -61	-0.8%	-$5K	0.1%	123
2024 Q1	$673K	Buy	7,725 +635	+9%	+$54.2K	0.11%	121
2023 Q4	$584K	Buy	7,090 +283	+4%	+$21.6K	0.11%	124
2023 Q3	$533K	Buy	+6,807	New	+$570K	0.11%	122

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

Jamison Private Wealth Management's MDT Position: Q2 2026 in Review

Jamison Private Wealth Management reduced its Medtronic (MDT) stake by 7.4% in Q2 2026, selling an estimated $40.6K and leaving 6,311 shares worth $494K. The position accounts for 0.05% of the portfolio, ranked #173.

Jamison Private Wealth Management first reported a position in MDT in Q3 2023 and has held it in 12 quarters since. The position peaked at $698K in Q3 2024. 2,128 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

Jamison Private Wealth Management held 6,311 shares of Medtronic worth $494K as of Q2 2026.
Jamison Private Wealth Management sold 503 Medtronic shares in Q2 2026, an estimated $40.6K.
Medtronic made up 0.05% of Jamison Private Wealth Management's portfolio in Q2 2026, its #173 holding.
Jamison Private Wealth Management first reported a position in Medtronic in Q3 2023 and has held it in 12 quarters since.
Jamison Private Wealth Management's Medtronic position peaked at $698K in Q3 2024.
2,128 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Jamison Private Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.