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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Medallion Wealth Advisors's MDT Position: Q1 2026 in Review

Medallion Wealth Advisors reduced its Medtronic (MDT) stake by 26% in Q1 2026, selling an estimated $25.5K and leaving 767 shares worth $66.5K. The position accounts for 0.02% of the portfolio, ranked #423.

Medallion Wealth Advisors first reported a position in MDT in Q4 2024 and has held it in 6 quarters since. The position peaked at $99.2K in Q3 2025. 2,230 funds tracked by Wall St. Rank hold MDT as of Q1 2026.

Medallion Wealth Advisors held 767 shares of Medtronic worth $66.5K as of Q1 2026.
Medallion Wealth Advisors sold 266 Medtronic shares in Q1 2026, an estimated $25.5K.
Medtronic made up 0.02% of Medallion Wealth Advisors's portfolio in Q1 2026, its #423 holding.
Medallion Wealth Advisors first reported a position in Medtronic in Q4 2024 and has held it in 6 quarters since.
Medallion Wealth Advisors's Medtronic position peaked at $99.2K in Q3 2025.
2,230 funds tracked by Wall St. Rank held Medtronic as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.