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Laurel Oak Wealth Management’s Medtronic MDT Stock Holding History

Laurel Oak 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 		$514K Buy
6,568
+13
+0.2% +$1.05K 0.07% 194
2026
Q1 		$568K Buy
6,555
+2,273
+53% +$218K 0.1% 172
2025
Q4 		$411K Buy
+4,282
New +$416K 0.07% 220

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

Laurel Oak Wealth Management's MDT Position: Q2 2026 in Review

Laurel Oak Wealth Management increased its Medtronic (MDT) stake by 0.2% in Q2 2026, buying an estimated $1.05K and bringing the position to 6,568 shares worth $514K. The position accounts for 0.07% of the portfolio, ranked #194.

Laurel Oak Wealth Management first reported a position in MDT in Q4 2025 and has held it in 3 quarters since. The position peaked at $568K in Q1 2026. 2,128 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • Laurel Oak Wealth Management held 6,568 shares of Medtronic worth $514K as of Q2 2026.
  • Laurel Oak Wealth Management bought 13 Medtronic shares in Q2 2026, an estimated $1.05K.
  • Medtronic made up 0.07% of Laurel Oak Wealth Management's portfolio in Q2 2026, its #194 holding.
  • Laurel Oak Wealth Management first reported a position in Medtronic in Q4 2025 and has held it in 3 quarters since.
  • Laurel Oak Wealth Management's Medtronic position peaked at $568K in Q1 2026.
  • 2,128 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Laurel Oak Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.