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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
Q2 		$401K Buy
5,132
+1,229
+31% +$99.1K 0.14% 122
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 $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 $3.38T AUM 44.17% 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

McCarter Private Wealth Services's MDT Position: Q2 2026 in Review

McCarter Private Wealth Services increased its Medtronic (MDT) stake by 31% in Q2 2026, buying an estimated $99.1K and bringing the position to 5,132 shares worth $401K. The position accounts for 0.14% of the portfolio, ranked #122.

McCarter Private Wealth Services first reported a position in MDT in Q4 2025 and has held it in 3 quarters since. 2,146 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • McCarter Private Wealth Services held 5,132 shares of Medtronic worth $401K as of Q2 2026.
  • McCarter Private Wealth Services bought 1,229 Medtronic shares in Q2 2026, an estimated $99.1K.
  • Medtronic made up 0.14% of McCarter Private Wealth Services's portfolio in Q2 2026, its #122 holding.
  • McCarter Private Wealth Services first reported a position in Medtronic in Q4 2025 and has held it in 3 quarters since.
  • 2,146 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

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