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One Wealth Advisors’s Medtronic MDT Stock Holding History

One 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
Q1 		– Sell
-8,118
Closed -$780K – 321
2025
Q4 		$780K Sell
8,118
-2,790
-26% -$271K 0.1% 113
2025
Q3 		$1.04M Sell
10,908
-102
-0.9% -$9.38K 0.13% 91
2025
Q2 		$960K Buy
11,010
+557
+5% +$47.2K 0.13% 94
2025
Q1 		$946K Buy
+10,453
New +$935K 0.14% 94
2023
Q1 		– Sell
-269
Closed -$20.9K – 439
2022
Q4 		$20.9K Buy
+269
New +$21.8K ﹤0.01% 521
2019
Q2 		– Sell
-122
Closed -$11K – 329
2019
Q1 		$11K Buy
+122
New +$10.9K 0.01% 311
2018
Q4 		– Sell
-90
Closed -$9K – 323
2018
Q3 		$9K Buy
+90
New +$8.32K 0.01% 356

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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
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

One Wealth Advisors's MDT Position: Q1 2026 in Review

One Wealth Advisors sold out of Medtronic (MDT) in Q1 2026, closing a stake of 8,118 shares — an estimated $780K sold.

One Wealth Advisors first reported a position in MDT in Q3 2018 and held it in 7 quarters. The position peaked at $1.04M in Q3 2025. 2,244 funds tracked by Wall St. Rank hold MDT as of Q1 2026.

  • One Wealth Advisors reported no remaining Medtronic position as of Q1 2026 after selling out during the quarter.
  • One Wealth Advisors sold 8,118 Medtronic shares in Q1 2026, an estimated $780K.
  • One Wealth Advisors first reported a position in Medtronic in Q3 2018 and held it in 7 quarters.
  • One Wealth Advisors's Medtronic position peaked at $1.04M in Q3 2025.
  • 2,244 funds tracked by Wall St. Rank held Medtronic as of Q1 2026.

Based on One Wealth Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.