MW
MDT icon

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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
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
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Maia Wealth's MDT Position: Q1 2026 in Review

Maia Wealth reduced its Medtronic (MDT) stake by 0.7% in Q1 2026, selling an estimated $2.97K and leaving 4,414 shares worth $382K. The position accounts for 0.06% of the portfolio, ranked #255.

Maia Wealth first reported a position in MDT in Q3 2024 and has held it in 7 quarters since. The position peaked at $448K in Q4 2025. 2,230 funds tracked by Wall St. Rank hold MDT as of Q1 2026.

  • Maia Wealth held 4,414 shares of Medtronic worth $382K as of Q1 2026.
  • Maia Wealth sold 31 Medtronic shares in Q1 2026, an estimated $2.97K.
  • Medtronic made up 0.06% of Maia Wealth's portfolio in Q1 2026, its #255 holding.
  • Maia Wealth first reported a position in Medtronic in Q3 2024 and has held it in 7 quarters since.
  • Maia Wealth's Medtronic position peaked at $448K in Q4 2025.
  • 2,230 funds tracked by Wall St. Rank held Medtronic as of Q1 2026.

Based on Maia Wealth's 13F filing for Q1 2026, filed 8 May 2026.