Leo Wealth LLC’s Medtronic MDT Stock Holding History

Leo Wealth LLC’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 Q1	$402K	Sell	4,643 -290	-6%	-$27.8K	0.03%	299
2025 Q4	$474K	Buy	+4,933	New	+$479K	0.03%	272
2025 Q3	–	Sell	-5,342	Closed	-$466K	–	357
2025 Q2	$466K	Sell	5,342 -15,406	-74%	-$1.31M	0.04%	246
2025 Q1	$1.86M	Buy	20,748 +2,845	+16%	+$255K	0.27%	72
2024 Q4	$1.43M	Sell	17,903 -12,627	-41%	-$1.09M	0.13%	125
2024 Q3	$2.75M	Buy	30,530 +962	+3%	+$80.9K	0.25%	67
2024 Q2	$2.32M	Buy	29,568 +2,824	+11%	+$232K	0.24%	76
2024 Q1	$2.33M	Sell	26,744 -3,107	-10%	-$265K	0.24%	74
2023 Q4	$2.47M	Buy	+29,851	New	+$2.28M	0.26%	69

Other funds holding MDT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Leo Wealth LLC's MDT Position: Q1 2026 in Review

Leo Wealth LLC reduced its Medtronic (MDT) stake by 5.9% in Q1 2026, selling an estimated $27.8K and leaving 4,643 shares worth $402K. The position accounts for 0.03% of the portfolio, ranked #299.

Leo Wealth LLC first reported a position in MDT in Q4 2023 and has held it in 9 quarters since. The position peaked at $2.75M in Q3 2024. 2,229 funds tracked by Wall St. Rank hold MDT as of Q1 2026.

Leo Wealth LLC held 4,643 shares of Medtronic worth $402K as of Q1 2026.
Leo Wealth LLC sold 290 Medtronic shares in Q1 2026, an estimated $27.8K.
Medtronic made up 0.03% of Leo Wealth LLC's portfolio in Q1 2026, its #299 holding.
Leo Wealth LLC first reported a position in Medtronic in Q4 2023 and has held it in 9 quarters since.
Leo Wealth LLC's Medtronic position peaked at $2.75M in Q3 2024.
2,229 funds tracked by Wall St. Rank held Medtronic as of Q1 2026.

Based on Leo Wealth LLC's 13F filing for Q1 2026, filed 5 May 2026.