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Legacy Wealth Asset Management’s Medtronic MDT Stock Holding History

Legacy Wealth Asset 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 		$1.86M Sell
23,784
-29
-0.1% -$2.34K 0.41% 55
2026
Q1 		$2.06M Buy
23,813
+7,234
+44% +$693K 0.5% 38
2025
Q4 		$1.59M Sell
16,579
-106
-0.6% -$10.3K 0.39% 58
2025
Q3 		$1.59M Sell
16,685
-250
-1% -$23K 0.39% 61
2025
Q2 		$1.48M Buy
16,935
+10
+0.1% +$848 0.38% 65
2025
Q1 		$1.52M Sell
16,925
-3
-0% -$268 0.42% 65
2024
Q4 		$1.35M Sell
16,928
-95
-0.6% -$8.22K 0.37% 65
2024
Q3 		$1.53M Sell
17,023
-1,076
-6% -$90.5K 0.41% 67
2024
Q2 		$1.42M Buy
18,099
+214
+1% +$17.5K 0.4% 68
2024
Q1 		$1.56M Buy
17,885
+313
+2% +$26.7K 0.43% 58
2023
Q4 		$1.45M Sell
17,572
-845
-5% -$64.4K 0.48% 58
2023
Q3 		$1.44M Sell
18,417
-2,899
-14% -$243K 0.53% 51
2023
Q2 		$1.88M Sell
21,316
-4,545
-18% -$391K 0.66% 32
2023
Q1 		$2.08M Sell
25,861
-15
-0.1% -$1.22K 0.75% 19
2022
Q4 		$2.01M Sell
25,876
-75
-0.3% -$6.08K 0.77% 19
2022
Q3 		$2.1M Sell
25,951
-753
-3% -$67.7K 0.92% 9
2022
Q2 		$2.4M Buy
26,704
+107
+0.4% +$10.8K 0.97% 13
2022
Q1 		$2.95M Buy
26,597
+183
+0.7% +$19.3K 1.05% 11
2021
Q4 		$2.73M Buy
26,414
+1,181
+5% +$137K 0.93% 12
2021
Q3 		$3.16M Sell
25,233
-113
-0.4% -$14.6K 1.45% 6
2021
Q2 		$3.15M Buy
25,346
+119
+0.5% +$14.9K 1.4% 5
2021
Q1 		$2.98M Buy
25,227
+8,797
+54% +$1.03M 1.38% 6
2020
Q4 		$1.93M Buy
+16,430
New +$1.81M 0.97% 11

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

Legacy Wealth Asset Management reduced its Medtronic (MDT) stake by 0.12% in Q2 2026, selling an estimated $2.34K and leaving 23,784 shares worth $1.86M. The position accounts for 0.41% of the portfolio, ranked #55.

Legacy Wealth Asset Management first reported a position in MDT in Q4 2020 and has held it in 23 quarters since. The position peaked at $3.16M in Q3 2021. 2,125 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • Legacy Wealth Asset Management held 23,784 shares of Medtronic worth $1.86M as of Q2 2026.
  • Legacy Wealth Asset Management sold 29 Medtronic shares in Q2 2026, an estimated $2.34K.
  • Medtronic made up 0.41% of Legacy Wealth Asset Management's portfolio in Q2 2026, its #55 holding.
  • Legacy Wealth Asset Management first reported a position in Medtronic in Q4 2020 and has held it in 23 quarters since.
  • Legacy Wealth Asset Management's Medtronic position peaked at $3.16M in Q3 2021.
  • 2,125 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Legacy Wealth Asset Management's 13F filing for Q2 2026, filed 9 Jul 2026.