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NewEdge Wealth’s Medtronic MDT Stock Holding History

NewEdge 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
Q1 		$1.99M Sell
22,953
-12,606
-35% -$1.21M 0.02% 425
2025
Q4 		$3.42M Buy
35,559
+13,102
+58% +$1.27M 0.04% 322
2025
Q3 		$2.03M Sell
22,457
-7,092
-24% -$652K 0.03% 394
2025
Q2 		$2.7M Buy
29,549
+167
+0.6% +$14.2K 0.04% 320
2025
Q1 		$2.64M Buy
29,382
+163
+0.6% +$14.6K 0.05% 294
2024
Q4 		$2.33M Sell
29,219
-987
-3% -$85.4K 0.04% 317
2024
Q3 		$2.72M Buy
30,206
+24,579
+437% +$2.07M 0.05% 304
2024
Q2 		$443K Sell
5,627
-810
-13% -$66.4K 0.01% 575
2024
Q1 		$521K Buy
+6,437
New +$549K 0.01% 556
2023
Q4 		– Sell
-7,428
Closed -$582K – 755
2023
Q3 		$582K Sell
7,428
-1,966
-21% -$165K 0.02% 444
2023
Q2 		$828K Sell
9,394
-1,893
-17% -$163K 0.03% 379
2023
Q1 		$910K Sell
11,287
-2,666
-19% -$217K 0.03% 323
2022
Q4 		$1.08M Sell
13,953
-1,836
-12% -$149K 0.05% 282
2022
Q3 		$1.27M Sell
15,789
-7,629
-33% -$686K 0.06% 246
2022
Q2 		$2.1M Buy
23,418
+13,521
+137% +$1.37M 0.1% 184
2022
Q1 		$1.1M Sell
9,897
-74,562
-88% -$7.88M 0.05% 217
2021
Q4 		$8.74M Buy
84,459
+5,394
+7% +$625K 0.37% 70
2021
Q3 		$9.91M Buy
79,065
+1,250
+2% +$162K 0.59% 41
2021
Q2 		$9.66M Buy
77,815
+2,510
+3% +$315K 0.74% 37
2021
Q1 		$8.9M Buy
75,305
+36,588
+95% +$4.29M 0.88% 23
2020
Q4 		$4.54M Buy
+38,717
New +$4.26M 1.4% 20

Other funds holding MDT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $298B AUM 21.96% 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

NewEdge Wealth's MDT Position: Q1 2026 in Review

NewEdge Wealth reduced its Medtronic (MDT) stake by 35% in Q1 2026, selling an estimated $1.21M and leaving 22,953 shares worth $1.99M. The position accounts for 0.02% of the portfolio, ranked #425.

NewEdge Wealth first reported a position in MDT in Q4 2020 and has held it in 21 quarters since. The position peaked at $9.91M in Q3 2021. 2,229 funds tracked by Wall St. Rank hold MDT as of Q1 2026.

  • NewEdge Wealth held 22,953 shares of Medtronic worth $1.99M as of Q1 2026.
  • NewEdge Wealth sold 12,606 Medtronic shares in Q1 2026, an estimated $1.21M.
  • Medtronic made up 0.02% of NewEdge Wealth's portfolio in Q1 2026, its #425 holding.
  • NewEdge Wealth first reported a position in Medtronic in Q4 2020 and has held it in 21 quarters since.
  • NewEdge Wealth's Medtronic position peaked at $9.91M in Q3 2021.
  • 2,229 funds tracked by Wall St. Rank held Medtronic as of Q1 2026.

Based on NewEdge Wealth's 13F filing for Q1 2026, filed 13 May 2026.