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Meridian Wealth Management’s Medtronic MDT Stock Holding History

Meridian Wealth Management’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 		$852K Sell
10,891
-400
-4% -$32.3K 0.03% 416
2026
Q1 		$978K Buy
11,291
+770
+7% +$73.8K 0.03% 363
2025
Q4 		$1.01M Buy
10,521
+299
+3% +$29K 0.04% 351
2025
Q3 		$974K Sell
10,222
-971
-9% -$89.3K 0.04% 333
2025
Q2 		$976K Sell
11,193
-491
-4% -$41.6K 0.04% 313
2025
Q1 		$1.05M Buy
11,684
+3,868
+49% +$346K 0.05% 285
2024
Q4 		$624K Buy
7,816
+277
+4% +$24K 0.03% 373
2024
Q3 		$679K Sell
7,539
-371
-5% -$31.2K 0.03% 356
2024
Q2 		$623K Buy
+7,910
New +$648K 0.07% 154
2024
Q1 		– Sell
-8,930
Closed -$736K – 370
2023
Q4 		$736K Buy
8,930
+4,909
+122% +$374K 0.05% 308
2023
Q3 		$315K Buy
4,021
+601
+18% +$50.3K 0.02% 445
2023
Q2 		$301K Sell
3,420
-175
-5% -$15.1K 0.03% 437
2023
Q1 		$290K Sell
3,595
-2,547
-41% -$208K 0.03% 434
2022
Q4 		$477K Buy
6,142
+560
+10% +$45.4K 0.05% 316
2022
Q3 		$451K Sell
5,582
-207
-4% -$18.6K 0.05% 293
2022
Q2 		$520K Buy
5,789
+2,708
+88% +$274K 0.04% 339
2022
Q1 		$342K Buy
3,081
+9
+0.3% +$951 0.04% 289
2021
Q4 		$318K Buy
3,072
+13
+0.4% +$1.5K 0.03% 307
2021
Q3 		$383K Sell
3,059
-152
-5% -$19.7K 0.05% 263
2021
Q2 		$399K Buy
3,211
+158
+5% +$19.8K 0.05% 262
2021
Q1 		$361K Sell
3,053
-513
-14% -$60.1K 0.05% 256
2020
Q4 		$417K Buy
3,566
+906
+34% +$99.7K 0.07% 216
2020
Q3 		$276K Buy
+2,660
New +$267K 0.07% 196
2019
Q3 		– Sell
-909
Closed -$88.5K – 370
2019
Q2 		$88.5K Buy
+909
New +$83K 0.04% 291

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

Meridian Wealth Management's MDT Position: Q2 2026 in Review

Meridian Wealth Management reduced its Medtronic (MDT) stake by 3.5% in Q2 2026, selling an estimated $32.3K and leaving 10,891 shares worth $852K. The position accounts for 0.03% of the portfolio, ranked #416.

Meridian Wealth Management first reported a position in MDT in Q2 2019 and has held it in 24 quarters since. The position peaked at $1.05M in Q1 2025. 2,134 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • Meridian Wealth Management held 10,891 shares of Medtronic worth $852K as of Q2 2026.
  • Meridian Wealth Management sold 400 Medtronic shares in Q2 2026, an estimated $32.3K.
  • Medtronic made up 0.03% of Meridian Wealth Management's portfolio in Q2 2026, its #416 holding.
  • Meridian Wealth Management first reported a position in Medtronic in Q2 2019 and has held it in 24 quarters since.
  • Meridian Wealth Management's Medtronic position peaked at $1.05M in Q1 2025.
  • 2,134 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Meridian Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.