Jupiter Wealth Management’s Medtronic MDT Stock Holding History

Jupiter 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	$457K	Hold	6,000	–	–	0.18%	67
2025 Q4	$605K	Hold	6,000	–	–	0.27%	57
2025 Q3	$571K	Hold	6,000	–	–	0.27%	57
2025 Q2	$557K	Hold	6,000	–	–	0.28%	58
2025 Q1	$522K	Sell	6,000 -6,000	-50%	-$537K	0.32%	53
2024 Q4	$959K	Hold	12,000	–	–	0.48%	46
2024 Q3	$1.08M	Hold	12,000	–	–	0.55%	44
2024 Q2	$964K	Hold	12,000	–	–	0.51%	46
2024 Q1	$979K	Buy	12,000 +1,000	+9%	+$85.3K	0.52%	47
2023 Q4	$906K	Hold	11,000	–	–	0.53%	47
2023 Q3	$777K	Hold	11,000	–	–	0.5%	47
2023 Q2	$969K	Buy	11,000 +6,000	+120%	+$517K	0.83%	33
2023 Q1	$403K	Buy	+5,000	New	+$408K	0.37%	45
2022 Q3	–	Sell	-5,000	Closed	-$448K	–	65
2022 Q2	$448K	Hold	5,000	–	–	0.41%	45
2022 Q1	$554K	Hold	5,000	–	–	0.35%	56
2021 Q4	$517K	Hold	5,000	–	–	0.27%	61
2021 Q3	$612K	Hold	5,000	–	–	0.29%	64
2021 Q2	$643K	Hold	5,000	–	–	0.31%	59
2021 Q1	$657K	Hold	5,000	–	–	0.33%	53
2020 Q4	$586K	Hold	5,000	–	–	0.36%	45
2020 Q3	$520K	Buy	+5,000	New	+$502K	0.37%	42

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

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

Jupiter Wealth Management held its Medtronic (MDT) position steady in Q1 2026 at 6,000 shares worth $457K. The position accounts for 0.18% of the portfolio, ranked #67.

Jupiter Wealth Management first reported a position in MDT in Q3 2020 and has held it in 21 quarters since. The position peaked at $1.08M in Q3 2024. 2,229 funds tracked by Wall St. Rank hold MDT as of Q1 2026.

Jupiter Wealth Management held 6,000 shares of Medtronic worth $457K as of Q1 2026.
Jupiter Wealth Management left its Medtronic share count unchanged in Q1 2026.
Medtronic made up 0.18% of Jupiter Wealth Management's portfolio in Q1 2026, its #67 holding.
Jupiter Wealth Management first reported a position in Medtronic in Q3 2020 and has held it in 21 quarters since.
Jupiter Wealth Management's Medtronic position peaked at $1.08M in Q3 2024.
2,229 funds tracked by Wall St. Rank held Medtronic as of Q1 2026.

Based on Jupiter Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.