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Kestra Private Wealth Services’s Medtronic MDT Stock Holding History

Kestra Private Wealth Services’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 		$6.64M Sell
84,879
-29,769
-26% -$2.4M 0.07% 274
2026
Q1 		$9.93M Buy
114,648
+1,430
+1% +$137K 0.12% 187
2025
Q4 		$10.9M Buy
113,218
+3,918
+4% +$381K 0.13% 163
2025
Q3 		$10.4M Sell
109,300
-3,258
-3% -$299K 0.14% 171
2025
Q2 		$9.81M Buy
112,558
+3,970
+4% +$337K 0.14% 170
2025
Q1 		$9.76M Buy
108,588
+5,307
+5% +$475K 0.16% 147
2024
Q4 		$8.25M Buy
103,281
+5,942
+6% +$514K 0.14% 165
2024
Q3 		$8.76M Sell
97,339
-2,017
-2% -$170K 0.16% 142
2024
Q2 		$7.82M Sell
99,356
-9,966
-9% -$817K 0.16% 146
2024
Q1 		$9.53M Buy
109,322
+14,004
+15% +$1.2M 0.21% 114
2023
Q4 		$7.85M Buy
95,318
+11,162
+13% +$851K 0.2% 127
2023
Q3 		$6.59M Sell
84,156
-3,138
-4% -$263K 0.21% 123
2023
Q2 		$7.69M Buy
87,294
+7,458
+9% +$642K 0.26% 97
2023
Q1 		$6.44M Buy
79,836
+21,398
+37% +$1.74M 0.26% 102
2022
Q4 		$4.54M Buy
58,438
+4,636
+9% +$376K 0.23% 116
2022
Q3 		$4.34M Buy
53,802
+5,084
+10% +$457K 0.25% 103
2022
Q2 		$4.37M Buy
48,718
+18,616
+62% +$1.89M 0.25% 107
2022
Q1 		$3.34M Sell
30,102
-4,323
-13% -$457K 0.17% 146
2021
Q4 		$3.56M Buy
34,425
+4,784
+16% +$554K 0.17% 138
2021
Q3 		$3.71M Buy
29,641
+1,020
+4% +$132K 0.21% 118
2021
Q2 		$3.55M Sell
28,621
-959
-3% -$120K 0.22% 116
2021
Q1 		$3.49M Buy
29,580
+2,648
+10% +$310K 0.24% 94
2020
Q4 		$3.11M Buy
26,932
+179
+0.7% +$19.7K 0.23% 105
2020
Q3 		$2.78M Buy
+26,753
New +$2.69M 0.24% 100

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

Kestra Private Wealth Services's MDT Position: Q2 2026 in Review

Kestra Private Wealth Services reduced its Medtronic (MDT) stake by 26% in Q2 2026, selling an estimated $2.4M and leaving 84,879 shares worth $6.64M. The position accounts for 0.07% of the portfolio, ranked #274.

Kestra Private Wealth Services first reported a position in MDT in Q3 2020 and has held it in 24 quarters since. The position peaked at $10.9M in Q4 2025. 2,128 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • Kestra Private Wealth Services held 84,879 shares of Medtronic worth $6.64M as of Q2 2026.
  • Kestra Private Wealth Services sold 29,769 Medtronic shares in Q2 2026, an estimated $2.4M.
  • Medtronic made up 0.07% of Kestra Private Wealth Services's portfolio in Q2 2026, its #274 holding.
  • Kestra Private Wealth Services first reported a position in Medtronic in Q3 2020 and has held it in 24 quarters since.
  • Kestra Private Wealth Services's Medtronic position peaked at $10.9M in Q4 2025.
  • 2,128 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.