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One Wealth Capital Management’s Medtronic MDT Stock Holding History

One Wealth Capital Management’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 		$322K Buy
+4,117
New +$332K 0.09% 171
2026
Q1 		– Sell
-2,321
Closed -$223K – 141
2025
Q4 		$223K Buy
2,321
+192
+9% +$18.6K 0.09% 121
2025
Q3 		$203K Buy
+2,129
New +$196K 0.09% 122

Other funds holding MDT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
GAM
Guinness Asset Management London, United Kingdom $5.91B AUM 21.44% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
SRIM
Saratoga Research & Investment Management Saratoga, California $1.83B AUM 18.41% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

One Wealth Capital Management's MDT Position: Q2 2026 in Review

One Wealth Capital Management opened a new position in Medtronic (MDT) in Q2 2026: 4,117 shares worth $322K. The stake represents 0.09% of the portfolio and ranks #171 among its holdings. This is a return to the name: One Wealth Capital Management previously reported a position in MDT as recently as Q4 2025.

One Wealth Capital Management first reported a position in MDT in Q3 2025 and has held it in 3 quarters since. 961 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • One Wealth Capital Management held 4,117 shares of Medtronic worth $322K as of Q2 2026.
  • Medtronic was a new One Wealth Capital Management position in Q2 2026.
  • Medtronic made up 0.09% of One Wealth Capital Management's portfolio in Q2 2026, its #171 holding.
  • One Wealth Capital Management first reported a position in Medtronic in Q3 2025 and has held it in 3 quarters since.
  • 961 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on One Wealth Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.