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MASECO Private Wealth’s Medtronic MDT Stock Holding History

MASECO Private 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 		$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

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

MASECO Private Wealth's MDT Position: Q1 2026 in Review

MASECO Private Wealth reduced its Medtronic (MDT) stake by 24% in Q1 2026, selling an estimated $10.3K and leaving 336 shares worth $29.1K. The position accounts for ﹤0.01% of the portfolio, ranked #168.

MASECO Private Wealth first reported a position in MDT in Q2 2025 and has held it in 4 quarters since. The position peaked at $42.6K in Q4 2025. 2,230 funds tracked by Wall St. Rank hold MDT as of Q1 2026.

  • MASECO Private Wealth held 336 shares of Medtronic worth $29.1K as of Q1 2026.
  • MASECO Private Wealth sold 108 Medtronic shares in Q1 2026, an estimated $10.3K.
  • Medtronic made up ﹤0.01% of MASECO Private Wealth's portfolio in Q1 2026, its #168 holding.
  • MASECO Private Wealth first reported a position in Medtronic in Q2 2025 and has held it in 4 quarters since.
  • MASECO Private Wealth's Medtronic position peaked at $42.6K in Q4 2025.
  • 2,230 funds tracked by Wall St. Rank held Medtronic as of Q1 2026.

Based on MASECO Private Wealth's 13F filing for Q1 2026, filed 21 Apr 2026.