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Pension & Wealth Management Advisors’s Medtronic MDT Stock Holding History

Pension & Wealth Management 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 		$122K Buy
1,558
+4
+0.3% +$323 0.03% 224
2026
Q1 		$135K Buy
1,554
+101
+7% +$9.68K 0.04% 196
2025
Q4 		$140K Buy
1,453
+200
+16% +$19.4K 0.04% 199
2025
Q3 		$119K Buy
1,253
+600
+92% +$55.2K 0.04% 196
2025
Q2 		$56.9K Sell
653
-517
-44% -$43.8K 0.02% 261
2025
Q1 		$105K Sell
1,170
-62
-5% -$5.55K 0.04% 200
2024
Q4 		$98.4K Buy
1,232
+153
+14% +$13.2K 0.04% 188
2024
Q3 		$97.1K Buy
1,079
+422
+64% +$35.5K 0.05% 168
2024
Q2 		$51.7K Hold
657
– – 0.03% 202
2024
Q1 		$57.3K Hold
657
– – 0.04% 181
2023
Q4 		$54.1K Buy
+657
New +$50.1K 0.03% 173
2023
Q2 		– Sell
-2,779
Closed -$224K – 298
2023
Q1 		$224K Buy
2,779
+474
+21% +$38.6K 0.18% 72
2022
Q4 		$179K Buy
+2,305
New +$187K 0.15% 78

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
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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Pension & Wealth Management Advisors's MDT Position: Q2 2026 in Review

Pension & Wealth Management Advisors increased its Medtronic (MDT) stake by 0.26% in Q2 2026, buying an estimated $323 and bringing the position to 1,558 shares worth $122K. The position accounts for 0.03% of the portfolio, ranked #224.

Pension & Wealth Management Advisors first reported a position in MDT in Q4 2022 and has held it in 13 quarters since. The position peaked at $224K in Q1 2023. 2,044 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • Pension & Wealth Management Advisors held 1,558 shares of Medtronic worth $122K as of Q2 2026.
  • Pension & Wealth Management Advisors bought 4 Medtronic shares in Q2 2026, an estimated $323.
  • Medtronic made up 0.03% of Pension & Wealth Management Advisors's portfolio in Q2 2026, its #224 holding.
  • Pension & Wealth Management Advisors first reported a position in Medtronic in Q4 2022 and has held it in 13 quarters since.
  • Pension & Wealth Management Advisors's Medtronic position peaked at $224K in Q1 2023.
  • 2,044 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Pension & Wealth Management Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.