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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
Q2 		$864K Sell
11,039
-415
-4% -$33.5K 0.23% 111
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
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

Paragon Private Wealth Management's MDT Position: Q2 2026 in Review

Paragon Private Wealth Management reduced its Medtronic (MDT) stake by 3.6% in Q2 2026, selling an estimated $33.5K and leaving 11,039 shares worth $864K. The position accounts for 0.23% of the portfolio, ranked #111.

Paragon Private Wealth Management first reported a position in MDT in Q3 2022 and has held it in 16 quarters since. The position peaked at $1M in Q4 2025. 2,138 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • Paragon Private Wealth Management held 11,039 shares of Medtronic worth $864K as of Q2 2026.
  • Paragon Private Wealth Management sold 415 Medtronic shares in Q2 2026, an estimated $33.5K.
  • Medtronic made up 0.23% of Paragon Private Wealth Management's portfolio in Q2 2026, its #111 holding.
  • Paragon Private Wealth Management first reported a position in Medtronic in Q3 2022 and has held it in 16 quarters since.
  • Paragon Private Wealth Management's Medtronic position peaked at $1M in Q4 2025.
  • 2,138 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Paragon Private Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.