New Insight Wealth Advisors’s Medtronic MDT Stock Holding History

New Insight Wealth Advisors’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	–	Sell	-2,551	Closed	-$221K	–	121
2026 Q1	$221K	Buy	+2,551	New	+$244K	0.08%	101

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

New Insight Wealth Advisors's MDT Position: Q2 2026 in Review

New Insight Wealth Advisors sold out of Medtronic (MDT) in Q2 2026, closing a stake of 2,551 shares — an estimated $221K sold.

New Insight Wealth Advisors first reported a position in MDT in Q1 2026 and held it in 1 quarter. The position peaked at $221K in Q1 2026. 2,134 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

New Insight Wealth Advisors reported no remaining Medtronic position as of Q2 2026 after selling out during the quarter.
New Insight Wealth Advisors sold 2,551 Medtronic shares in Q2 2026, an estimated $221K.
New Insight Wealth Advisors first reported a position in Medtronic in Q1 2026 and held it in 1 quarter.
New Insight Wealth Advisors's Medtronic position peaked at $221K in Q1 2026.
2,134 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on New Insight Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.