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McCarter Private Wealth Services’s Medtronic MDT Stock Holding History

McCarter Private Wealth Services’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 		$338K Buy
3,903
+695
+22% +$66.6K 0.15% 122
2025
Q4 		$308K Buy
+3,208
New +$312K 0.14% 128

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

McCarter Private Wealth Services's MDT Position: Q1 2026 in Review

McCarter Private Wealth Services increased its Medtronic (MDT) stake by 22% in Q1 2026, buying an estimated $66.6K and bringing the position to 3,903 shares worth $338K. The position accounts for 0.15% of the portfolio, ranked #122.

McCarter Private Wealth Services first reported a position in MDT in Q4 2025 and has held it in 2 quarters since. 2,229 funds tracked by Wall St. Rank hold MDT as of Q1 2026.

  • McCarter Private Wealth Services held 3,903 shares of Medtronic worth $338K as of Q1 2026.
  • McCarter Private Wealth Services bought 695 Medtronic shares in Q1 2026, an estimated $66.6K.
  • Medtronic made up 0.15% of McCarter Private Wealth Services's portfolio in Q1 2026, its #122 holding.
  • McCarter Private Wealth Services first reported a position in Medtronic in Q4 2025 and has held it in 2 quarters since.
  • 2,229 funds tracked by Wall St. Rank held Medtronic as of Q1 2026.

Based on McCarter Private Wealth Services's 13F filing for Q1 2026, filed 15 May 2026.