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Modera Wealth Management’s Medtronic MDT Stock Holding History

Modera 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 		– Sell
-2,857
Closed -$248K – 663
2026
Q1 		$248K Buy
2,857
+264
+10% +$25.3K ﹤0.01% 569
2025
Q4 		$249K Sell
2,593
-180
-6% -$17.5K ﹤0.01% 583
2025
Q3 		$264K Buy
2,773
+19
+0.7% +$1.75K ﹤0.01% 568
2025
Q2 		$240K Sell
2,754
-390
-12% -$33.1K ﹤0.01% 583
2025
Q1 		$282K Sell
3,144
-837
-21% -$74.9K ﹤0.01% 524
2024
Q4 		$318K Buy
3,981
+760
+24% +$65.8K ﹤0.01% 504
2024
Q3 		$290K Buy
3,221
+606
+23% +$51K ﹤0.01% 497
2024
Q2 		$206K Sell
2,615
-310
-11% -$25.4K ﹤0.01% 546
2024
Q1 		$255K Sell
2,925
-206
-7% -$17.6K ﹤0.01% 507
2023
Q4 		$258K Sell
3,131
-406
-11% -$30.9K ﹤0.01% 491
2023
Q3 		$277K Buy
3,537
+133
+4% +$11.1K 0.01% 468
2023
Q2 		$300K Buy
+3,404
New +$293K 0.01% 469
2022
Q4 		– Sell
-2,628
Closed -$212K – 358
2022
Q3 		$212K Buy
2,628
+88
+3% +$7.91K 0.01% 296
2022
Q2 		$228K Buy
2,540
+187
+8% +$18.9K 0.01% 299
2022
Q1 		$261K Sell
2,353
-4,487
-66% -$474K 0.01% 307
2021
Q4 		$708K Buy
6,840
+4,377
+178% +$507K 0.03% 216
2021
Q3 		$309K Buy
2,463
+653
+36% +$84.5K 0.02% 202
2021
Q2 		$225K Sell
1,810
-201
-10% -$25.2K 0.01% 220
2021
Q1 		$238K Sell
2,011
-1,045
-34% -$122K 0.02% 200
2020
Q4 		$358K Buy
+3,056
New +$336K 0.03% 161
2017
Q4 		– Sell
-2,672
Closed -$208K – 137
2017
Q3 		$208K Sell
2,672
-283
-10% -$23.5K 0.05% 125
2017
Q2 		$262K Sell
2,955
-919
-24% -$77.5K 0.06% 96
2017
Q1 		$312K Sell
3,874
-1,200
-24% -$93.7K 0.08% 90
2016
Q4 		$361K Sell
5,074
-1,571
-24% -$123K 0.12% 74
2016
Q3 		$574K Buy
6,645
+2,013
+43% +$175K 0.19% 50
2016
Q2 		$402K Sell
4,632
-1,946
-30% -$157K 0.14% 58
2016
Q1 		$493K Buy
+6,578
New +$495K 0.17% 57

Other funds holding MDT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MGP
M&G plc London, United Kingdom $20.1B AUM 16.62% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

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

Modera Wealth Management sold out of Medtronic (MDT) in Q2 2026, closing a stake of 2,857 shares — an estimated $248K sold.

Modera Wealth Management first reported a position in MDT in Q1 2016 and held it in 27 quarters. The position peaked at $708K in Q4 2021. 1,329 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • Modera Wealth Management reported no remaining Medtronic position as of Q2 2026 after selling out during the quarter.
  • Modera Wealth Management sold 2,857 Medtronic shares in Q2 2026, an estimated $248K.
  • Modera Wealth Management first reported a position in Medtronic in Q1 2016 and held it in 27 quarters.
  • Modera Wealth Management's Medtronic position peaked at $708K in Q4 2021.
  • 1,329 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Modera Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.