MWPCG
MDT icon

Measured Wealth Private Client Group’s Medtronic MDT Stock Holding History

Measured Wealth Private Client Group’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 		$503K Buy
6,430
+30
+0.5% +$2.42K 0.12% 116
2026
Q1 		$555K Hold
6,400
– – 0.15% 93
2025
Q4 		$615K Hold
6,400
– – 0.16% 86
2025
Q3 		$610K Hold
6,400
– – 0.16% 86
2025
Q2 		$558K Hold
6,400
– – 0.17% 90
2025
Q1 		$575K Sell
6,400
-48
-0.7% -$4.29K 0.18% 76
2024
Q4 		$515K Hold
6,448
– – 0.17% 81
2024
Q3 		$581K Sell
6,448
-150
-2% -$12.6K 0.19% 67
2024
Q2 		$519K Hold
6,598
– – 0.18% 87
2024
Q1 		$575K Sell
6,598
-7
-0.1% -$597 0.2% 82
2023
Q4 		$544K Buy
6,605
+17
+0.3% +$1.3K 0.2% 83
2023
Q3 		$516K Buy
6,588
+90
+1% +$7.53K 0.21% 77
2023
Q2 		$572K Hold
6,498
– – 0.22% 74
2023
Q1 		$524K Sell
6,498
-120
-2% -$9.78K 0.2% 79
2022
Q4 		$514K Sell
6,618
-1,154
-15% -$93.5K 0.21% 64
2022
Q3 		$628K Hold
7,772
– – 0.28% 49
2022
Q2 		$698K Buy
7,772
+52
+0.7% +$5.27K 0.31% 47
2022
Q1 		$857K Sell
7,720
-6
-0.1% -$634 0.32% 38
2021
Q4 		$799K Hold
7,726
– – 0.28% 50
2021
Q3 		$968K Buy
7,726
+2
+0% +$259 0.37% 42
2021
Q2 		$959K Buy
7,724
+5,397
+232% +$678K 0.31% 51
2021
Q1 		$275K Sell
2,327
-28
-1% -$3.28K 0.1% 122
2020
Q4 		$276K Sell
2,355
-130
-5% -$14.3K 0.12% 104
2020
Q3 		$258K Buy
+2,485
New +$250K 0.12% 99
2018
Q4 		– Sell
-855
Closed -$84K – 450
2018
Q3 		$84K Buy
+855
New +$79K 0.05% 262

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

Measured Wealth Private Client Group's MDT Position: Q2 2026 in Review

Measured Wealth Private Client Group increased its Medtronic (MDT) stake by 0.47% in Q2 2026, buying an estimated $2.42K and bringing the position to 6,430 shares worth $503K. The position accounts for 0.12% of the portfolio, ranked #116.

Measured Wealth Private Client Group first reported a position in MDT in Q3 2018 and has held it in 25 quarters since. The position peaked at $968K in Q3 2021. 2,128 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • Measured Wealth Private Client Group held 6,430 shares of Medtronic worth $503K as of Q2 2026.
  • Measured Wealth Private Client Group bought 30 Medtronic shares in Q2 2026, an estimated $2.42K.
  • Medtronic made up 0.12% of Measured Wealth Private Client Group's portfolio in Q2 2026, its #116 holding.
  • Measured Wealth Private Client Group first reported a position in Medtronic in Q3 2018 and has held it in 25 quarters since.
  • Measured Wealth Private Client Group's Medtronic position peaked at $968K in Q3 2021.
  • 2,128 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q2 2026, filed 10 Aug 2026.