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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
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 $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

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

Opal Wealth Advisors opened a new position in Medtronic (MDT) in Q1 2026: 1,382 shares worth $120K. The stake represents 0.03% of the portfolio and ranks #259 among its holdings. This is a return to the name: Opal Wealth Advisors previously reported a position in MDT as recently as Q2 2025.

Opal Wealth Advisors first reported a position in MDT in Q2 2024 and has held it in 4 quarters since. 2,229 funds tracked by Wall St. Rank hold MDT as of Q1 2026.

  • Opal Wealth Advisors held 1,382 shares of Medtronic worth $120K as of Q1 2026.
  • Medtronic was a new Opal Wealth Advisors position in Q1 2026.
  • Medtronic made up 0.03% of Opal Wealth Advisors's portfolio in Q1 2026, its #259 holding.
  • Opal Wealth Advisors first reported a position in Medtronic in Q2 2024 and has held it in 4 quarters since.
  • 2,229 funds tracked by Wall St. Rank held Medtronic as of Q1 2026.

Based on Opal Wealth Advisors's 13F filing for Q1 2026, filed 14 Apr 2026.