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Journey Strategic Wealth’s Medtronic MDT Stock Holding History

Journey Strategic Wealth’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 		$1.1M Buy
12,664
+2,584
+26% +$248K 0.03% 167
2025
Q4 		$968K Sell
10,080
-64
-0.6% -$6.22K 0.03% 187
2025
Q3 		$966K Buy
10,144
+1,509
+17% +$139K 0.03% 175
2025
Q2 		$753K Buy
8,635
+6,329
+274% +$537K 0.02% 211
2025
Q1 		$207K Buy
+2,306
New +$206K 0.01% 463
2022
Q4 		– Sell
-2,819
Closed -$228K – 256
2022
Q3 		$228K Buy
+2,819
New +$253K 0.03% 137
2022
Q2 		– Sell
-2,320
Closed -$257K – 177
2022
Q1 		$257K Buy
+2,320
New +$245K 0.03% 118

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

Journey Strategic Wealth's MDT Position: Q1 2026 in Review

Journey Strategic Wealth increased its Medtronic (MDT) stake by 26% in Q1 2026, buying an estimated $248K and bringing the position to 12,664 shares worth $1.1M. The position accounts for 0.03% of the portfolio, ranked #167.

Journey Strategic Wealth first reported a position in MDT in Q1 2022 and has held it in 7 quarters since. 2,229 funds tracked by Wall St. Rank hold MDT as of Q1 2026.

  • Journey Strategic Wealth held 12,664 shares of Medtronic worth $1.1M as of Q1 2026.
  • Journey Strategic Wealth bought 2,584 Medtronic shares in Q1 2026, an estimated $248K.
  • Medtronic made up 0.03% of Journey Strategic Wealth's portfolio in Q1 2026, its #167 holding.
  • Journey Strategic Wealth first reported a position in Medtronic in Q1 2022 and has held it in 7 quarters since.
  • 2,229 funds tracked by Wall St. Rank held Medtronic as of Q1 2026.

Based on Journey Strategic Wealth's 13F filing for Q1 2026, filed 15 Apr 2026.