MGWM
MDT icon

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
Q2 		$2.58M Buy
32,980
+382
+1% +$30.8K 0.22% 111
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 $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

Marks Group Wealth Management's MDT Position: Q2 2026 in Review

Marks Group Wealth Management increased its Medtronic (MDT) stake by 1.2% in Q2 2026, buying an estimated $30.8K and bringing the position to 32,980 shares worth $2.58M. The position accounts for 0.22% of the portfolio, ranked #111.

Marks Group Wealth Management first reported a position in MDT in Q4 2019 and has held it in 27 quarters since. The position peaked at $9.59M in Q2 2024. 2,134 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • Marks Group Wealth Management held 32,980 shares of Medtronic worth $2.58M as of Q2 2026.
  • Marks Group Wealth Management bought 382 Medtronic shares in Q2 2026, an estimated $30.8K.
  • Medtronic made up 0.22% of Marks Group Wealth Management's portfolio in Q2 2026, its #111 holding.
  • Marks Group Wealth Management first reported a position in Medtronic in Q4 2019 and has held it in 27 quarters since.
  • Marks Group Wealth Management's Medtronic position peaked at $9.59M in Q2 2024.
  • 2,134 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

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