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Partnership Wealth Management’s Medtronic MDT Stock Holding History

Partnership 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 		$1.27M Buy
16,195
+717
+5% +$57.8K 0.86% 24
2026
Q1 		$1.34M Sell
15,478
-607
-4% -$58.1K 1.02% 21
2025
Q4 		$1.55M Buy
16,085
+759
+5% +$73.7K 1.11% 21
2025
Q3 		$1.46M Sell
15,326
-74
-0.5% -$6.8K 1.12% 21
2025
Q2 		$1.34M Sell
15,400
-133
-0.9% -$11.3K 1.09% 22
2025
Q1 		$1.4M Buy
15,533
+221
+1% +$19.8K 1.18% 21
2024
Q4 		$1.22M Buy
15,312
+4,828
+46% +$418K 1.02% 25
2024
Q3 		$944K Sell
10,484
-6,007
-36% -$505K 0.67% 30
2024
Q2 		$1.3M Sell
16,491
-5,961
-27% -$489K 0.96% 28
2024
Q1 		$1.96M Buy
22,452
+21,465
+2,175% +$1.83M 1.37% 26
2023
Q4 		$86.4K Buy
+987
New +$75.2K 0.07% 124

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

Partnership Wealth Management's MDT Position: Q2 2026 in Review

Partnership Wealth Management increased its Medtronic (MDT) stake by 4.6% in Q2 2026, buying an estimated $57.8K and bringing the position to 16,195 shares worth $1.27M. The position accounts for 0.86% of the portfolio, ranked #24.

Partnership Wealth Management first reported a position in MDT in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.96M in Q1 2024. 2,125 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • Partnership Wealth Management held 16,195 shares of Medtronic worth $1.27M as of Q2 2026.
  • Partnership Wealth Management bought 717 Medtronic shares in Q2 2026, an estimated $57.8K.
  • Medtronic made up 0.86% of Partnership Wealth Management's portfolio in Q2 2026, its #24 holding.
  • Partnership Wealth Management first reported a position in Medtronic in Q4 2023 and has held it in 11 quarters since.
  • Partnership Wealth Management's Medtronic position peaked at $1.96M in Q1 2024.
  • 2,125 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Partnership Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.