Legacy Wealth Management (Idaho)’s Medtronic MDT Stock Holding History

Legacy Wealth Management (Idaho)’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	–	Sell	-41	Closed	-$3.55K	–	636
2026 Q1	$3.55K	Buy	41 +11	+37%	+$1.05K	﹤0.01%	684
2025 Q4	$2.88K	Hold	30	–	–	﹤0.01%	621
2025 Q3	$2.86K	Hold	30	–	–	﹤0.01%	502
2025 Q2	$2.62K	Hold	30	–	–	﹤0.01%	471
2025 Q1	$2.7K	Sell	30 -54	-64%	-$4.83K	﹤0.01%	498
2024 Q4	$7.56K	Buy	84 +54	+180%	+$4.67K	﹤0.01%	333
2024 Q3	$2.64K	Buy	+30	New	+$2.52K	﹤0.01%	459

Other funds holding MDT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Legacy Wealth Management (Idaho)'s MDT Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) sold out of Medtronic (MDT) in Q2 2026, closing a stake of 41 shares — an estimated $3.55K sold.

Legacy Wealth Management (Idaho) first reported a position in MDT in Q3 2024 and held it in 7 quarters. The position peaked at $7.56K in Q4 2024. 2,123 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

Legacy Wealth Management (Idaho) reported no remaining Medtronic position as of Q2 2026 after selling out during the quarter.
Legacy Wealth Management (Idaho) sold 41 Medtronic shares in Q2 2026, an estimated $3.55K.
Legacy Wealth Management (Idaho) first reported a position in Medtronic in Q3 2024 and held it in 7 quarters.
Legacy Wealth Management (Idaho)'s Medtronic position peaked at $7.56K in Q4 2024.
2,123 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.