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 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 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

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

Moran Wealth Management reduced its Medtronic (MDT) stake by 3.2% in Q1 2026, selling an estimated $470K and leaving 146,533 shares worth $12.7M. The position accounts for 0.39% of the portfolio, ranked #81.

Moran Wealth Management first reported a position in MDT in Q1 2024 and has held it in 9 quarters since. The position peaked at $20M in Q3 2024. 2,229 funds tracked by Wall St. Rank hold MDT as of Q1 2026.

Moran Wealth Management held 146,533 shares of Medtronic worth $12.7M as of Q1 2026.
Moran Wealth Management sold 4,909 Medtronic shares in Q1 2026, an estimated $470K.
Medtronic made up 0.39% of Moran Wealth Management's portfolio in Q1 2026, its #81 holding.
Moran Wealth Management first reported a position in Medtronic in Q1 2024 and has held it in 9 quarters since.
Moran Wealth Management's Medtronic position peaked at $20M in Q3 2024.
2,229 funds tracked by Wall St. Rank held Medtronic as of Q1 2026.

Based on Moran Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.