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Oak Harbor Wealth Partners’s Medtronic MDT Stock Holding History

Oak Harbor 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
Q1 		$1.82M Buy
20,976
+268
+1% +$25.7K 0.43% 62
2025
Q4 		$1.99M Buy
20,708
+148
+0.7% +$14.4K 0.48% 51
2025
Q3 		$1.96M Sell
20,560
-291
-1% -$26.8K 0.48% 45
2025
Q2 		$1.82M Sell
20,851
-2,248
-10% -$191K 0.49% 53
2025
Q1 		$2.08M Sell
23,099
-2,819
-11% -$252K 0.59% 39
2024
Q4 		$2.07M Sell
25,918
-1,490
-5% -$129K 0.6% 44
2024
Q3 		$2.47M Buy
27,408
+1,869
+7% +$157K 0.7% 38
2024
Q2 		$2.01M Buy
25,539
+977
+4% +$80.1K 0.63% 42
2024
Q1 		$2.14M Buy
24,562
+1,134
+5% +$96.8K 0.67% 41
2023
Q4 		$1.93M Buy
23,428
+612
+3% +$46.6K 0.65% 45
2023
Q3 		$1.79M Buy
22,816
+2,181
+11% +$183K 0.63% 44
2023
Q2 		$1.82M Buy
20,635
+2,399
+13% +$207K 0.62% 43
2023
Q1 		$1.47M Buy
18,236
+7,820
+75% +$637K 0.53% 56
2022
Q4 		$810K Sell
10,416
-4,438
-30% -$360K 0.31% 71
2022
Q3 		$1.2M Buy
14,854
+1,102
+8% +$99K 0.47% 58
2022
Q2 		$1.23M Buy
13,752
+1,764
+15% +$179K 0.49% 55
2022
Q1 		$1.33M Buy
11,988
+1,634
+16% +$173K 0.44% 59
2021
Q4 		$1.07M Buy
+10,354
New +$1.2M 0.37% 65

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

Oak Harbor Wealth Partners's MDT Position: Q1 2026 in Review

Oak Harbor Wealth Partners increased its Medtronic (MDT) stake by 1.3% in Q1 2026, buying an estimated $25.7K and bringing the position to 20,976 shares worth $1.82M. The position accounts for 0.43% of the portfolio, ranked #62.

Oak Harbor Wealth Partners first reported a position in MDT in Q4 2021 and has held it in 18 quarters since. The position peaked at $2.47M in Q3 2024. 2,229 funds tracked by Wall St. Rank hold MDT as of Q1 2026.

  • Oak Harbor Wealth Partners held 20,976 shares of Medtronic worth $1.82M as of Q1 2026.
  • Oak Harbor Wealth Partners bought 268 Medtronic shares in Q1 2026, an estimated $25.7K.
  • Medtronic made up 0.43% of Oak Harbor Wealth Partners's portfolio in Q1 2026, its #62 holding.
  • Oak Harbor Wealth Partners first reported a position in Medtronic in Q4 2021 and has held it in 18 quarters since.
  • Oak Harbor Wealth Partners's Medtronic position peaked at $2.47M in Q3 2024.
  • 2,229 funds tracked by Wall St. Rank held Medtronic as of Q1 2026.

Based on Oak Harbor Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.