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Maia Wealth’s Medtronic MDT Stock Holding History

Maia Wealth’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 		$331K Sell
4,225
-189
-4% -$15.2K 0.05% 280
2026
Q1 		$382K Sell
4,414
-31
-0.7% -$2.97K 0.06% 255
2025
Q4 		$448K Buy
4,445
+1,522
+52% +$148K 0.08% 226
2025
Q3 		$271K Buy
2,923
+35
+1% +$3.22K 0.05% 294
2025
Q2 		$252K Sell
2,888
-595
-17% -$50.5K 0.05% 278
2025
Q1 		$293K Buy
3,483
+143
+4% +$12.8K 0.07% 233
2024
Q4 		$309K Buy
3,340
+1,013
+44% +$87.7K 0.07% 222
2024
Q3 		$212K Buy
+2,327
New +$196K 0.05% 244

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

Maia Wealth's MDT Position: Q2 2026 in Review

Maia Wealth reduced its Medtronic (MDT) stake by 4.3% in Q2 2026, selling an estimated $15.2K and leaving 4,225 shares worth $331K. The position accounts for 0.05% of the portfolio, ranked #280.

Maia Wealth first reported a position in MDT in Q3 2024 and has held it in 8 quarters since. The position peaked at $448K in Q4 2025. 2,143 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • Maia Wealth held 4,225 shares of Medtronic worth $331K as of Q2 2026.
  • Maia Wealth sold 189 Medtronic shares in Q2 2026, an estimated $15.2K.
  • Medtronic made up 0.05% of Maia Wealth's portfolio in Q2 2026, its #280 holding.
  • Maia Wealth first reported a position in Medtronic in Q3 2024 and has held it in 8 quarters since.
  • Maia Wealth's Medtronic position peaked at $448K in Q4 2025.
  • 2,143 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Maia Wealth's 13F filing for Q2 2026, filed 28 Jul 2026.