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Legacy Capital Wealth Partners’s Medtronic MDT Stock Holding History

Legacy Capital Wealth Partners’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 		$842K Buy
10,767
+598
+6% +$48.2K 0.16% 125
2026
Q1 		$881K Buy
10,169
+120
+1% +$11.5K 0.18% 118
2025
Q4 		$965K Sell
10,049
-106
-1% -$10.3K 0.21% 98
2025
Q3 		$967K Sell
10,155
-281
-3% -$25.8K 0.21% 97
2025
Q2 		$910K Sell
10,436
-369
-3% -$31.3K 0.21% 96
2025
Q1 		$971K Sell
10,805
-957
-8% -$85.6K 0.24% 84
2024
Q4 		$940K Sell
11,762
-1,216
-9% -$105K 0.23% 82
2024
Q3 		$1.17M Buy
12,978
+189
+1% +$15.9K 0.23% 88
2024
Q2 		$1.01M Buy
+12,789
New +$1.05M 0.26% 77
2024
Q1 		– Sell
-13,026
Closed -$1.07M – 250
2023
Q4 		$1.07M Sell
13,026
-3,671
-22% -$280K 0.3% 69
2023
Q3 		$1.31M Buy
+16,697
New +$1.4M 0.36% 55
2023
Q2 		– Sell
-15,266
Closed -$1.23M – 155
2023
Q1 		$1.23M Buy
+15,266
New +$1.24M 0.34% 59
2021
Q2 		– Sell
-6,719
Closed -$798K – 56
2021
Q1 		$798K Buy
6,719
+736
+12% +$86.3K 0.33% 40
2020
Q4 		$704K Buy
+5,983
New +$659K 0.3% 40

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

Legacy Capital Wealth Partners's MDT Position: Q2 2026 in Review

Legacy Capital Wealth Partners increased its Medtronic (MDT) stake by 5.9% in Q2 2026, buying an estimated $48.2K and bringing the position to 10,767 shares worth $842K. The position accounts for 0.16% of the portfolio, ranked #125.

Legacy Capital Wealth Partners first reported a position in MDT in Q4 2020 and has held it in 14 quarters since. The position peaked at $1.31M in Q3 2023. 2,128 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • Legacy Capital Wealth Partners held 10,767 shares of Medtronic worth $842K as of Q2 2026.
  • Legacy Capital Wealth Partners bought 598 Medtronic shares in Q2 2026, an estimated $48.2K.
  • Medtronic made up 0.16% of Legacy Capital Wealth Partners's portfolio in Q2 2026, its #125 holding.
  • Legacy Capital Wealth Partners first reported a position in Medtronic in Q4 2020 and has held it in 14 quarters since.
  • Legacy Capital Wealth Partners's Medtronic position peaked at $1.31M in Q3 2023.
  • 2,128 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Legacy Capital Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.