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Opal Wealth Advisors’s Medtronic MDT Stock Holding History

Opal 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
-1,382
Closed -$120K – 428
2026
Q1 		$120K Buy
+1,382
New +$132K 0.03% 259
2025
Q3 		– Sell
-831
Closed -$72.4K – 398
2025
Q2 		$72.4K Sell
831
-8
-1% -$678 0.02% 315
2025
Q1 		$75.4K Buy
+839
New +$75.1K 0.02% 304
2024
Q3 		– Sell
-546
Closed -$43K – 779
2024
Q2 		$43K Buy
+546
New +$44.8K 0.01% 374

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
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Opal Wealth Advisors's MDT Position: Q2 2026 in Review

Opal Wealth Advisors sold out of Medtronic (MDT) in Q2 2026, closing a stake of 1,382 shares — an estimated $120K sold.

Opal Wealth Advisors first reported a position in MDT in Q2 2024 and held it in 4 quarters. The position peaked at $120K in Q1 2026. 2,134 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • Opal Wealth Advisors reported no remaining Medtronic position as of Q2 2026 after selling out during the quarter.
  • Opal Wealth Advisors sold 1,382 Medtronic shares in Q2 2026, an estimated $120K.
  • Opal Wealth Advisors first reported a position in Medtronic in Q2 2024 and held it in 4 quarters.
  • Opal Wealth Advisors's Medtronic position peaked at $120K in Q1 2026.
  • 2,134 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Opal Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.