MASECO Private Wealth’s Medtronic MDT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$15.4K Sell
197
-139
-41% -$11.2K ﹤0.01% 230
2026
Q1
$29.1K Sell
336
-108
-24% -$10.3K ﹤0.01% 168
2025
Q4
$42.6K Buy
444
+108
+32% +$10.5K ﹤0.01% 188
2025
Q3
$32K Buy
336
+151
+82% +$13.9K ﹤0.01% 116
2025
Q2
$16.1K Buy
+185
New +$15.7K ﹤0.01% 279

Other funds holding MDT

MASECO Private Wealth's MDT Position: Q2 2026 in Review

MASECO Private Wealth reduced its Medtronic (MDT) stake by 41% in Q2 2026, selling an estimated $11.2K and leaving 197 shares worth $15.4K. The position accounts for ﹤0.01% of the portfolio, ranked #230.

MASECO Private Wealth first reported a position in MDT in Q2 2025 and has held it in 5 quarters since. The position peaked at $42.6K in Q4 2025. 2,146 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • MASECO Private Wealth held 197 shares of Medtronic worth $15.4K as of Q2 2026.
  • MASECO Private Wealth sold 139 Medtronic shares in Q2 2026, an estimated $11.2K.
  • Medtronic made up ﹤0.01% of MASECO Private Wealth's portfolio in Q2 2026, its #230 holding.
  • MASECO Private Wealth first reported a position in Medtronic in Q2 2025 and has held it in 5 quarters since.
  • MASECO Private Wealth's Medtronic position peaked at $42.6K in Q4 2025.
  • 2,146 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on MASECO Private Wealth's 13F filing for Q2 2026, filed 5 Aug 2026.