Paragon Private Wealth Management’s Medtronic MDT Stock Holding History

Paragon Private Wealth 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 Q1	$992K	Buy	11,454 +1,035	+10%	+$99.2K	0.31%	91
2025 Q4	$1M	Buy	10,419 +557	+6%	+$54.1K	0.31%	90
2025 Q3	$939K	Buy	9,862 +726	+8%	+$66.7K	0.31%	97
2025 Q2	$796K	Sell	9,136 -353	-4%	-$29.9K	0.32%	93
2025 Q1	$853K	Sell	9,489 -478	-5%	-$42.8K	0.4%	72
2024 Q4	$796K	Buy	9,967 +544	+6%	+$47.1K	0.37%	76
2024 Q3	$848K	Buy	9,423 +836	+10%	+$70.3K	0.42%	69
2024 Q2	$676K	Sell	8,587 -245	-3%	-$20.1K	0.38%	75
2024 Q1	$770K	Buy	8,832 +244	+3%	+$20.8K	0.46%	69
2023 Q4	$707K	Buy	8,588 +889	+12%	+$67.8K	0.49%	67
2023 Q3	$603K	Buy	7,699 +595	+8%	+$49.8K	0.5%	65
2023 Q2	$626K	Buy	7,104 +420	+6%	+$36.2K	0.5%	67
2023 Q1	$539K	Buy	6,684 +1,540	+30%	+$126K	0.45%	72
2022 Q4	$400K	Buy	5,144 +1,247	+32%	+$101K	0.36%	79
2022 Q3	$329K	Buy	+3,897	New	+$350K	0.32%	87

Other funds holding MDT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Paragon Private Wealth Management's MDT Position: Q1 2026 in Review

Paragon Private Wealth Management increased its Medtronic (MDT) stake by 9.9% in Q1 2026, buying an estimated $99.2K and bringing the position to 11,454 shares worth $992K. The position accounts for 0.31% of the portfolio, ranked #91.

Paragon Private Wealth Management first reported a position in MDT in Q3 2022 and has held it in 15 quarters since. The position peaked at $1M in Q4 2025. 2,229 funds tracked by Wall St. Rank hold MDT as of Q1 2026.

Paragon Private Wealth Management held 11,454 shares of Medtronic worth $992K as of Q1 2026.
Paragon Private Wealth Management bought 1,035 Medtronic shares in Q1 2026, an estimated $99.2K.
Medtronic made up 0.31% of Paragon Private Wealth Management's portfolio in Q1 2026, its #91 holding.
Paragon Private Wealth Management first reported a position in Medtronic in Q3 2022 and has held it in 15 quarters since.
Paragon Private Wealth Management's Medtronic position peaked at $1M in Q4 2025.
2,229 funds tracked by Wall St. Rank held Medtronic as of Q1 2026.

Based on Paragon Private Wealth Management's 13F filing for Q1 2026, filed 19 May 2026.