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Mowery & Schoenfeld Wealth Management’s Medtronic MDT Stock Holding History

Mowery & Schoenfeld 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 		– Sell
-196
Closed -$18.8K – 441
2025
Q4 		$18.8K Buy
+196
New +$19K 0.03% 194
2025
Q1 		– Sell
-182
Closed -$14.5K – 526
2024
Q4 		$14.5K Buy
+182
New +$15.8K 0.03% 194

Other funds holding MDT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
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
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mowery & Schoenfeld Wealth Management's MDT Position: Q1 2026 in Review

Mowery & Schoenfeld Wealth Management sold out of Medtronic (MDT) in Q1 2026, closing a stake of 196 shares — an estimated $18.8K sold.

Mowery & Schoenfeld Wealth Management first reported a position in MDT in Q4 2024 and held it in 2 quarters. The position peaked at $18.8K in Q4 2025. 2,238 funds tracked by Wall St. Rank hold MDT as of Q1 2026.

  • Mowery & Schoenfeld Wealth Management reported no remaining Medtronic position as of Q1 2026 after selling out during the quarter.
  • Mowery & Schoenfeld Wealth Management sold 196 Medtronic shares in Q1 2026, an estimated $18.8K.
  • Mowery & Schoenfeld Wealth Management first reported a position in Medtronic in Q4 2024 and held it in 2 quarters.
  • Mowery & Schoenfeld Wealth Management's Medtronic position peaked at $18.8K in Q4 2025.
  • 2,238 funds tracked by Wall St. Rank held Medtronic as of Q1 2026.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.