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JPL Wealth Management’s Medtronic MDT Stock Holding History

JPL 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 		$7.67K Sell
98
-116
-54% -$9.36K ﹤0.01% 658
2026
Q1 		$18.6K Buy
+214
New +$20.5K ﹤0.01% 408
2025
Q4 		– Sell
-417
Closed -$39.7K – 709
2025
Q3 		$39.7K Buy
+417
New +$38.3K 0.01% 279

Other funds holding MDT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

JPL Wealth Management's MDT Position: Q2 2026 in Review

JPL Wealth Management reduced its Medtronic (MDT) stake by 54% in Q2 2026, selling an estimated $9.36K and leaving 98 shares worth $7.67K. The position accounts for ﹤0.01% of the portfolio, ranked #658.

JPL Wealth Management first reported a position in MDT in Q3 2025 and has held it in 3 quarters since. The position peaked at $39.7K in Q3 2025. 2,134 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • JPL Wealth Management held 98 shares of Medtronic worth $7.67K as of Q2 2026.
  • JPL Wealth Management sold 116 Medtronic shares in Q2 2026, an estimated $9.36K.
  • Medtronic made up ﹤0.01% of JPL Wealth Management's portfolio in Q2 2026, its #658 holding.
  • JPL Wealth Management first reported a position in Medtronic in Q3 2025 and has held it in 3 quarters since.
  • JPL Wealth Management's Medtronic position peaked at $39.7K in Q3 2025.
  • 2,134 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on JPL Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.