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 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 $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

Modern Wealth Management's MDT Position: Q1 2026 in Review

Modern Wealth Management reduced its Medtronic (MDT) stake by 21% in Q1 2026, selling an estimated $459K and leaving 18,514 shares worth $1.59M. The position accounts for 0.03% of the portfolio, ranked #336.

Modern Wealth Management first reported a position in MDT in Q1 2024 and has held it in 9 quarters since. The position peaked at $2.24M in Q4 2025. 2,229 funds tracked by Wall St. Rank hold MDT as of Q1 2026.

Modern Wealth Management held 18,514 shares of Medtronic worth $1.59M as of Q1 2026.
Modern Wealth Management sold 4,794 Medtronic shares in Q1 2026, an estimated $459K.
Medtronic made up 0.03% of Modern Wealth Management's portfolio in Q1 2026, its #336 holding.
Modern Wealth Management first reported a position in Medtronic in Q1 2024 and has held it in 9 quarters since.
Modern Wealth Management's Medtronic position peaked at $2.24M in Q4 2025.
2,229 funds tracked by Wall St. Rank held Medtronic as of Q1 2026.

Based on Modern Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.