Morton Brown Family Wealth’s Medtronic MDT Stock Holding History

Morton Brown Family Wealth’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	$939	Hold	12	–	–	﹤0.01%	318
2026 Q1	$1.04K	Hold	12	–	–	﹤0.01%	267
2025 Q4	$1.15K	Buy	+12	New	+$1.17K	﹤0.01%	269
2025 Q3	–	Sell	-19	Closed	-$1.66K	–	305
2025 Q2	$1.66K	Hold	19	–	–	﹤0.01%	283
2025 Q1	$1.71K	Buy	+19	New	+$1.7K	﹤0.01%	287
2024 Q1	–	Sell	-43	Closed	-$3.54K	–	268
2023 Q4	$3.54K	Buy	+43	New	+$3.28K	﹤0.01%	219
2023 Q2	–	Sell	-16	Closed	-$1.29K	–	247
2023 Q1	$1.29K	Buy	+16	New	+$1.3K	﹤0.01%	240
2022 Q3	–	Sell	-61	Closed	-$5K	–	289
2022 Q2	$5K	Buy	+61	New	+$6.18K	﹤0.01%	152

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

Morton Brown Family Wealth's MDT Position: Q2 2026 in Review

Morton Brown Family Wealth held its Medtronic (MDT) position steady in Q2 2026 at 12 shares worth $939. The position accounts for ﹤0.01% of the portfolio, ranked #318.

Morton Brown Family Wealth first reported a position in MDT in Q2 2022 and has held it in 8 quarters since. The position peaked at $5K in Q2 2022. 2,124 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

Morton Brown Family Wealth held 12 shares of Medtronic worth $939 as of Q2 2026.
Morton Brown Family Wealth left its Medtronic share count unchanged in Q2 2026.
Medtronic made up ﹤0.01% of Morton Brown Family Wealth's portfolio in Q2 2026, its #318 holding.
Morton Brown Family Wealth first reported a position in Medtronic in Q2 2022 and has held it in 8 quarters since.
Morton Brown Family Wealth's Medtronic position peaked at $5K in Q2 2022.
2,124 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Morton Brown Family Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.