Jessup Wealth Management’s Medtronic MDT Stock Holding History

Jessup 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 Q1	–	Sell	-60	Closed	-$5.76K	–	229
2025 Q4	$5.76K	Buy	+60	New	+$5.83K	﹤0.01%	285

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

Jessup Wealth Management's MDT Position: Q1 2026 in Review

Jessup Wealth Management sold out of Medtronic (MDT) in Q1 2026, closing a stake of 60 shares — an estimated $5.76K sold.

Jessup Wealth Management first reported a position in MDT in Q4 2025 and held it in 1 quarter. The position peaked at $5.76K in Q4 2025. 2,229 funds tracked by Wall St. Rank hold MDT as of Q1 2026.

Jessup Wealth Management reported no remaining Medtronic position as of Q1 2026 after selling out during the quarter.
Jessup Wealth Management sold 60 Medtronic shares in Q1 2026, an estimated $5.76K.
Jessup Wealth Management first reported a position in Medtronic in Q4 2025 and held it in 1 quarter.
Jessup Wealth Management's Medtronic position peaked at $5.76K in Q4 2025.
2,229 funds tracked by Wall St. Rank held Medtronic as of Q1 2026.

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