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Moran Wealth Management’s Medtronic MDT Stock Holding History

Moran 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 		$11.6M Buy
148,368
+1,835
+1% +$148K 0.32% 107
2026
Q1 		$12.7M Sell
146,533
-4,909
-3% -$470K 0.39% 81
2025
Q4 		$14.5M Sell
151,442
-3,220
-2% -$313K 0.45% 69
2025
Q3 		$14.7M Sell
154,662
-231
-0.1% -$21.2K 0.44% 72
2025
Q2 		$13.5M Sell
154,893
-4,834
-3% -$410K 0.42% 73
2025
Q1 		$14.4M Buy
159,727
+25,602
+19% +$2.29M 0.48% 65
2024
Q4 		$10.7M Sell
134,125
-87,564
-39% -$7.58M 0.34% 102
2024
Q3 		$20M Sell
221,689
-949
-0.4% -$79.8K 0.61% 48
2024
Q2 		$17.5M Buy
222,638
+9,978
+5% +$818K 0.58% 51
2024
Q1 		$18.5M Buy
+212,660
New +$18.1M 0.6% 49

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

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

Moran Wealth Management increased its Medtronic (MDT) stake by 1.3% in Q2 2026, buying an estimated $148K and bringing the position to 148,368 shares worth $11.6M. The position accounts for 0.32% of the portfolio, ranked #107.

Moran Wealth Management first reported a position in MDT in Q1 2024 and has held it in 10 quarters since. The position peaked at $20M in Q3 2024. 2,134 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • Moran Wealth Management held 148,368 shares of Medtronic worth $11.6M as of Q2 2026.
  • Moran Wealth Management bought 1,835 Medtronic shares in Q2 2026, an estimated $148K.
  • Medtronic made up 0.32% of Moran Wealth Management's portfolio in Q2 2026, its #107 holding.
  • Moran Wealth Management first reported a position in Medtronic in Q1 2024 and has held it in 10 quarters since.
  • Moran Wealth Management's Medtronic position peaked at $20M in Q3 2024.
  • 2,134 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

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