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Marks Group Wealth Management’s Medtronic MDT Stock Holding History

Marks Group Wealth 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
Q1 		$2.82M Buy
32,598
+3,019
+10% +$289K 0.27% 106
2025
Q4 		$2.84M Buy
29,579
+82
+0.3% +$7.96K 0.27% 108
2025
Q3 		$2.81M Buy
29,497
+671
+2% +$61.7K 0.26% 104
2025
Q2 		$2.51M Sell
28,826
-6,227
-18% -$528K 0.23% 107
2025
Q1 		$3.15M Buy
35,053
+441
+1% +$39.5K 0.3% 95
2024
Q4 		$2.76M Buy
34,612
+349
+1% +$30.2K 0.27% 100
2024
Q3 		$3.08M Sell
34,263
-87,561
-72% -$7.37M 0.29% 97
2024
Q2 		$9.59M Buy
121,824
+16,515
+16% +$1.35M 1.01% 14
2024
Q1 		$9.18M Buy
105,309
+4,410
+4% +$376K 0.96% 28
2023
Q4 		$8.31M Sell
100,899
-93
-0.1% -$7.09K 0.95% 20
2023
Q3 		$7.91M Buy
100,992
+139
+0.1% +$11.6K 0.98% 14
2023
Q2 		$8.89M Buy
100,853
+9,548
+10% +$822K 1.06% 11
2023
Q1 		$7.36M Buy
91,305
+5,298
+6% +$432K 0.94% 20
2022
Q4 		$6.68M Buy
86,007
+9
+0% +$729 0.91% 28
2022
Q3 		$6.94M Buy
85,998
+3,571
+4% +$321K 1.06% 9
2022
Q2 		$7.4M Buy
82,427
+3,975
+5% +$403K 1.07% 10
2022
Q1 		$8.7M Buy
78,452
+9,629
+14% +$1.02M 1.09% 10
2021
Q4 		$7.13M Buy
68,823
+12,672
+23% +$1.47M 0.87% 22
2021
Q3 		$7.06M Buy
56,151
+4,383
+8% +$567K 0.95% 18
2021
Q2 		$6.42M Buy
51,768
+1,952
+4% +$245K 0.88% 17
2021
Q1 		$5.88M Sell
49,816
-739
-1% -$86.6K 0.87% 29
2020
Q4 		$5.92M Buy
50,555
+102
+0.2% +$11.2K 0.92% 23
2020
Q3 		$5.24M Buy
50,453
+6,864
+16% +$689K 0.95% 16
2020
Q2 		$3.99M Buy
43,589
+40,921
+1,534% +$3.92M 0.81% 56
2020
Q1 		$240K Sell
2,668
-300
-10% -$31.9K 0.06% 195
2019
Q4 		$337K Buy
+2,968
New +$326K 0.07% 195

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

Marks Group Wealth Management's MDT Position: Q1 2026 in Review

Marks Group Wealth Management increased its Medtronic (MDT) stake by 10% in Q1 2026, buying an estimated $289K and bringing the position to 32,598 shares worth $2.82M. The position accounts for 0.27% of the portfolio, ranked #106.

Marks Group Wealth Management first reported a position in MDT in Q4 2019 and has held it in 26 quarters since. The position peaked at $9.59M in Q2 2024. 2,229 funds tracked by Wall St. Rank hold MDT as of Q1 2026.

  • Marks Group Wealth Management held 32,598 shares of Medtronic worth $2.82M as of Q1 2026.
  • Marks Group Wealth Management bought 3,019 Medtronic shares in Q1 2026, an estimated $289K.
  • Medtronic made up 0.27% of Marks Group Wealth Management's portfolio in Q1 2026, its #106 holding.
  • Marks Group Wealth Management first reported a position in Medtronic in Q4 2019 and has held it in 26 quarters since.
  • Marks Group Wealth Management's Medtronic position peaked at $9.59M in Q2 2024.
  • 2,229 funds tracked by Wall St. Rank held Medtronic as of Q1 2026.

Based on Marks Group Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.