Merited Wealth’s Medtronic MDT Stock Holding History

Merited Wealth’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	–	Sell	-305	Closed	-$29.3K	–	207
2025 Q4	$29.3K	Buy	+305	New	+$29.6K	0.03%	150

Other funds holding MDT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Merited Wealth's MDT Position: Q1 2026 in Review

Merited Wealth sold out of Medtronic (MDT) in Q1 2026, closing a stake of 305 shares — an estimated $29.3K sold.

Merited Wealth first reported a position in MDT in Q4 2025 and held it in 1 quarter. The position peaked at $29.3K in Q4 2025. 2,244 funds tracked by Wall St. Rank hold MDT as of Q1 2026.

Merited Wealth reported no remaining Medtronic position as of Q1 2026 after selling out during the quarter.
Merited Wealth sold 305 Medtronic shares in Q1 2026, an estimated $29.3K.
Merited Wealth first reported a position in Medtronic in Q4 2025 and held it in 1 quarter.
Merited Wealth's Medtronic position peaked at $29.3K in Q4 2025.
2,244 funds tracked by Wall St. Rank held Medtronic as of Q1 2026.

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