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Mascoma Wealth Management’s Medtronic MDT Stock Holding History

Mascoma 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 		$1.33K Buy
+17
New +$1.37K ﹤0.01% 484
2026
Q1 		– Sell
-16
Closed -$1.54K – 531
2025
Q4 		$1.54K Buy
+16
New +$1.55K ﹤0.01% 427
2025
Q1 		– Sell
-37
Closed -$2.96K – 521
2024
Q4 		$2.96K Buy
+37
New +$3.2K ﹤0.01% 450
2024
Q3 		– Sell
-110
Closed -$8.66K – 476
2024
Q2 		$8.66K Hold
110
– – ﹤0.01% 350
2024
Q1 		$9.59K Hold
110
– – ﹤0.01% 317
2023
Q4 		$9.06K Sell
110
-110
-50% -$8.38K ﹤0.01% 325
2023
Q3 		$17.2K Hold
220
– – 0.01% 285
2023
Q2 		$18.1K Sell
220
-92
-29% -$7.92K 0.01% 275
2023
Q1 		$28.4K Hold
312
– – 0.01% 299
2022
Q4 		$24.2K Sell
312
-50
-14% -$4.05K 0.01% 312
2022
Q3 		$29K Sell
362
-24
-6% -$2.16K 0.01% 294
2022
Q2 		$35K Sell
386
-8
-2% -$811 0.01% 287
2022
Q1 		$44K Buy
394
+116
+42% +$12.3K 0.01% 278
2021
Q4 		$29K Buy
278
+8
+3% +$926 0.01% 282
2021
Q3 		$34K Buy
+270
New +$34.9K 0.01% 240
2021
Q2 		– Sell
-270
Closed -$32K – 314
2021
Q1 		$32K Buy
+270
New +$31.6K 0.01% 254
2019
Q1 		– Sell
-130
Closed -$12K – 407
2018
Q4 		$12K Sell
130
-143
-52% -$13.4K 0.01% 247
2018
Q3 		$27K Hold
273
– – 0.02% 211
2018
Q2 		$23K Hold
273
– – 0.02% 213
2018
Q1 		$22K Hold
273
– – 0.01% 214
2017
Q4 		$23K Buy
273
+40
+17% +$3.2K 0.01% 204
2017
Q3 		$18K Hold
233
– – 0.01% 240
2017
Q2 		$21K Sell
233
-600
-72% -$50.6K 0.01% 234
2017
Q1 		$67K Hold
833
– – 0.05% 126
2016
Q4 		$59K Buy
+833
New +$65.4K 0.04% 133

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

Mascoma Wealth Management's MDT Position: Q2 2026 in Review

Mascoma Wealth Management opened a new position in Medtronic (MDT) in Q2 2026: 17 shares worth $1.33K. The stake represents ﹤0.01% of the portfolio and ranks #484 among its holdings. This is a return to the name: Mascoma Wealth Management previously reported a position in MDT as recently as Q4 2025.

Mascoma Wealth Management first reported a position in MDT in Q4 2016 and has held it in 25 quarters since. The position peaked at $67K in Q1 2017. 2,135 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • Mascoma Wealth Management held 17 shares of Medtronic worth $1.33K as of Q2 2026.
  • Medtronic was a new Mascoma Wealth Management position in Q2 2026.
  • Medtronic made up ﹤0.01% of Mascoma Wealth Management's portfolio in Q2 2026, its #484 holding.
  • Mascoma Wealth Management first reported a position in Medtronic in Q4 2016 and has held it in 25 quarters since.
  • Mascoma Wealth Management's Medtronic position peaked at $67K in Q1 2017.
  • 2,135 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Mascoma Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.