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ORG Wealth Partners’s Medtronic MDT Stock Holding History

ORG 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
Q2 		$213K Sell
2,729
-4,138
-60% -$334K 0.03% 239
2026
Q1 		$595K Buy
6,867
+588
+9% +$56.3K 0.12% 113
2025
Q4 		$603K Buy
6,279
+3,596
+134% +$349K 0.14% 104
2025
Q3 		$256K Buy
2,683
+186
+7% +$17.1K 0.05% 180
2025
Q2 		$221K Sell
2,497
-60
-2% -$5.09K 0.05% 172
2025
Q1 		$227K Buy
2,557
+51
+2% +$4.56K 0.07% 176
2024
Q4 		$200K Sell
2,506
-88
-3% -$7.62K 0.06% 127
2024
Q3 		$234K Buy
+2,594
New +$218K 0.08% 117

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

ORG Wealth Partners's MDT Position: Q2 2026 in Review

ORG Wealth Partners reduced its Medtronic (MDT) stake by 60% in Q2 2026, selling an estimated $334K and leaving 2,729 shares worth $213K. The position accounts for 0.03% of the portfolio, ranked #239.

ORG Wealth Partners first reported a position in MDT in Q3 2024 and has held it in 8 quarters since. The position peaked at $603K in Q4 2025. 2,135 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • ORG Wealth Partners held 2,729 shares of Medtronic worth $213K as of Q2 2026.
  • ORG Wealth Partners sold 4,138 Medtronic shares in Q2 2026, an estimated $334K.
  • Medtronic made up 0.03% of ORG Wealth Partners's portfolio in Q2 2026, its #239 holding.
  • ORG Wealth Partners first reported a position in Medtronic in Q3 2024 and has held it in 8 quarters since.
  • ORG Wealth Partners's Medtronic position peaked at $603K in Q4 2025.
  • 2,135 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on ORG Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.