Modern Wealth Management’s Medtronic MDT Stock Holding History

Modern 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	$1.1M	Sell	14,033 -4,481	-24%	-$361K	0.01%	499
2026 Q1	$1.59M	Sell	18,514 -4,794	-21%	-$459K	0.03%	336
2025 Q4	$2.24M	Buy	23,308 +3,932	+20%	+$382K	0.04%	281
2025 Q3	$1.85M	Buy	19,376 +2,787	+17%	+$256K	0.04%	292
2025 Q2	$1.45M	Sell	16,589 -889	-5%	-$75.4K	0.04%	309
2025 Q1	$1.57M	Buy	17,478 +3,550	+25%	+$318K	0.05%	241
2024 Q4	$1.11M	Buy	13,928 +304	+2%	+$26.3K	0.04%	245
2024 Q3	$1.23M	Buy	13,624 +455	+3%	+$38.3K	0.08%	146
2024 Q2	$1.04M	Buy	13,169 +4,827	+58%	+$396K	0.08%	137
2024 Q1	$727K	Buy	+8,342	New	+$712K	0.07%	137

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 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

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

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

Modern Wealth Management reduced its Medtronic (MDT) stake by 24% in Q2 2026, selling an estimated $361K and leaving 14,033 shares worth $1.1M. The position accounts for 0.01% of the portfolio, ranked #499.

Modern Wealth Management first reported a position in MDT in Q1 2024 and has held it in 10 quarters since. The position peaked at $2.24M in Q4 2025. 2,134 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

Modern Wealth Management held 14,033 shares of Medtronic worth $1.1M as of Q2 2026.
Modern Wealth Management sold 4,481 Medtronic shares in Q2 2026, an estimated $361K.
Medtronic made up 0.01% of Modern Wealth Management's portfolio in Q2 2026, its #499 holding.
Modern Wealth Management first reported a position in Medtronic in Q1 2024 and has held it in 10 quarters since.
Modern Wealth Management's Medtronic position peaked at $2.24M in Q4 2025.
2,134 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

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