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Medallion Wealth Advisors’s Medtronic MDT Stock Holding History

Medallion Wealth Advisors’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 		$32.5K Sell
415
-352
-46% -$28.4K 0.01% 550
2026
Q1 		$66.5K Sell
767
-266
-26% -$25.5K 0.02% 423
2025
Q4 		$99.2K Sell
1,033
-9
-0.9% -$874 0.03% 361
2025
Q3 		$99.2K Hold
1,042
– – 0.04% 356
2025
Q2 		$91.5K Hold
1,042
– – 0.04% 364
2025
Q1 		$93.1K Buy
1,042
+83
+9% +$7.43K 0.04% 317
2024
Q4 		$82.8K Buy
+959
New +$83K 0.04% 330

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

Medallion Wealth Advisors's MDT Position: Q2 2026 in Review

Medallion Wealth Advisors reduced its Medtronic (MDT) stake by 46% in Q2 2026, selling an estimated $28.4K and leaving 415 shares worth $32.5K. The position accounts for 0.01% of the portfolio, ranked #550.

Medallion Wealth Advisors first reported a position in MDT in Q4 2024 and has held it in 7 quarters since. The position peaked at $99.2K in Q3 2025. 2,141 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • Medallion Wealth Advisors held 415 shares of Medtronic worth $32.5K as of Q2 2026.
  • Medallion Wealth Advisors sold 352 Medtronic shares in Q2 2026, an estimated $28.4K.
  • Medtronic made up 0.01% of Medallion Wealth Advisors's portfolio in Q2 2026, its #550 holding.
  • Medallion Wealth Advisors first reported a position in Medtronic in Q4 2024 and has held it in 7 quarters since.
  • Medallion Wealth Advisors's Medtronic position peaked at $99.2K in Q3 2025.
  • 2,141 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.