Pacific Excel Wealth Advisors’s Medtronic MDT Stock Holding History

Pacific Excel 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	$319K	Buy	+4,080	New	+$329K	0.12%	138

Other funds holding MDT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Pacific Excel Wealth Advisors's MDT Position: Q2 2026 in Review

Pacific Excel Wealth Advisors opened a new position in Medtronic (MDT) in Q2 2026: 4,080 shares worth $319K. The stake represents 0.12% of the portfolio and ranks #138 among its holdings.

2,132 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

Pacific Excel Wealth Advisors held 4,080 shares of Medtronic worth $319K as of Q2 2026.
Medtronic was a new Pacific Excel Wealth Advisors position in Q2 2026.
Medtronic made up 0.12% of Pacific Excel Wealth Advisors's portfolio in Q2 2026, its #138 holding.
2,132 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Pacific Excel Wealth Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.