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Naviter Wealth’s Medtronic MDT Stock Holding History

Naviter 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 		$1.13M Buy
14,348
+200
+1% +$16.1K 0.1% 165
2026
Q1 		$1.24M Sell
14,148
-2,137
-13% -$205K 0.15% 140
2025
Q4 		$1.58M Sell
16,285
-3,490
-18% -$339K 0.21% 121
2025
Q3 		$1.9M Sell
19,775
-78
-0.4% -$7.17K 0.22% 117
2025
Q2 		$1.74M Buy
19,853
+318
+2% +$27K 0.21% 121
2025
Q1 		$1.73M Buy
19,535
+62
+0.3% +$5.55K 0.21% 134
2024
Q4 		$1.57M Buy
19,473
+3,120
+19% +$270K 0.19% 137
2024
Q3 		$1.48M Sell
16,353
-1,506
-8% -$127K 0.21% 133
2024
Q2 		$1.42M Buy
17,859
+2,225
+14% +$182K 0.21% 132
2024
Q1 		$1.37M Buy
15,634
+4,778
+44% +$408K 0.22% 127
2023
Q4 		$902K Buy
10,856
+354
+3% +$27K 0.18% 145
2023
Q3 		$830K Buy
10,502
+529
+5% +$44.3K 0.2% 123
2023
Q2 		$885K Buy
9,973
+718
+8% +$61.8K 0.23% 115
2023
Q1 		$752K Buy
9,255
+675
+8% +$55K 0.26% 109
2022
Q4 		$693K Buy
8,580
+380
+5% +$30.8K 0.19% 121
2022
Q3 		$668K Buy
8,200
+912
+13% +$82K 0.27% 90
2022
Q2 		$659K Buy
+7,288
New +$738K 0.27% 89

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

Naviter Wealth's MDT Position: Q2 2026 in Review

Naviter Wealth increased its Medtronic (MDT) stake by 1.4% in Q2 2026, buying an estimated $16.1K and bringing the position to 14,348 shares worth $1.13M. The position accounts for 0.1% of the portfolio, ranked #165.

Naviter Wealth first reported a position in MDT in Q2 2022 and has held it in 17 quarters since. The position peaked at $1.9M in Q3 2025. 2,140 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • Naviter Wealth held 14,348 shares of Medtronic worth $1.13M as of Q2 2026.
  • Naviter Wealth bought 200 Medtronic shares in Q2 2026, an estimated $16.1K.
  • Medtronic made up 0.1% of Naviter Wealth's portfolio in Q2 2026, its #165 holding.
  • Naviter Wealth first reported a position in Medtronic in Q2 2022 and has held it in 17 quarters since.
  • Naviter Wealth's Medtronic position peaked at $1.9M in Q3 2025.
  • 2,140 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Naviter Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.