Mosaic Family Wealth Partners’s Medtronic MDT Stock Holding History

Mosaic Family Wealth Partners’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	$2.4M	Buy	30,717 +22,577	+277%	+$1.82M	0.16%	100
2026 Q1	$705K	Buy	+8,140	New	+$780K	0.07%	147
2023 Q4	–	Sell	-2,978	Closed	-$233K	–	198
2023 Q3	$233K	Hold	2,978	–	–	0.05%	165
2023 Q2	$262K	Hold	2,978	–	–	0.05%	157
2023 Q1	$240K	Sell	2,978 -55	-2%	-$4.48K	0.05%	158
2022 Q4	$236K	Buy	+3,033	New	+$246K	0.07%	161

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

Mosaic Family Wealth Partners's MDT Position: Q2 2026 in Review

Mosaic Family Wealth Partners increased its Medtronic (MDT) stake by 277% in Q2 2026, buying an estimated $1.82M and bringing the position to 30,717 shares worth $2.4M. The position accounts for 0.16% of the portfolio, ranked #100.

Mosaic Family Wealth Partners first reported a position in MDT in Q4 2022 and has held it in 6 quarters since. 2,128 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

Mosaic Family Wealth Partners held 30,717 shares of Medtronic worth $2.4M as of Q2 2026.
Mosaic Family Wealth Partners bought 22,577 Medtronic shares in Q2 2026, an estimated $1.82M.
Medtronic made up 0.16% of Mosaic Family Wealth Partners's portfolio in Q2 2026, its #100 holding.
Mosaic Family Wealth Partners first reported a position in Medtronic in Q4 2022 and has held it in 6 quarters since.
2,128 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Mosaic Family Wealth Partners's 13F filing for Q2 2026, filed 5 Aug 2026.