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Personal CFO Solutions’s Medtronic MDT Stock Holding History

Personal CFO Solutions’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 		$1.25M Sell
15,838
-1,851
-10% -$149K 0.18% 97
2026
Q1 		$1.55M Buy
17,689
+6,643
+60% +$636K 0.22% 73
2025
Q4 		$1.06M Buy
11,046
+309
+3% +$30K 0.17% 116
2025
Q3 		$1.02M Buy
10,737
+870
+9% +$80K 0.18% 111
2025
Q2 		$860K Sell
9,867
-1,747
-15% -$148K 0.16% 139
2025
Q1 		$1.04M Buy
11,614
+843
+8% +$75.4K 0.21% 96
2024
Q4 		$860K Sell
10,771
-424
-4% -$36.7K 0.17% 117
2024
Q3 		$1.01M Buy
11,195
+197
+2% +$16.6K 0.14% 140
2024
Q2 		$866K Sell
10,998
-315
-3% -$25.8K 0.13% 145
2024
Q1 		$986K Buy
11,313
+945
+9% +$80.7K 0.15% 132
2023
Q4 		$854K Sell
10,368
-212
-2% -$16.2K 0.15% 147
2023
Q3 		$829K Sell
10,580
-1
-0% -$84 0.16% 121
2023
Q2 		$932K Buy
10,581
+951
+10% +$81.9K 0.19% 107
2023
Q1 		$776K Buy
9,630
+707
+8% +$57.6K 0.16% 124
2022
Q4 		$694K Buy
8,923
+1,448
+19% +$117K 0.15% 137
2022
Q3 		$604K Buy
7,475
+657
+10% +$59K 0.15% 132
2022
Q2 		$612K Sell
6,818
-945
-12% -$95.8K 0.14% 125
2022
Q1 		$861K Buy
7,763
+1,454
+23% +$154K 0.17% 117
2021
Q4 		$653K Buy
6,309
+425
+7% +$49.2K 0.12% 160
2021
Q3 		$738K Sell
5,884
-361
-6% -$46.7K 0.15% 137
2021
Q2 		$775K Buy
6,245
+618
+11% +$77.6K 0.16% 128
2021
Q1 		$665K Buy
5,627
+795
+16% +$93.2K 0.14% 130
2020
Q4 		$566K Sell
4,832
-205
-4% -$22.6K 0.14% 135
2020
Q3 		$1M Buy
5,037
+255
+5% +$25.6K 0.33% 97
2020
Q2 		$439K Buy
4,782
+1,427
+43% +$137K 0.13% 148
2020
Q1 		$303K Buy
+3,355
New +$357K 0.11% 171

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

Personal CFO Solutions's MDT Position: Q2 2026 in Review

Personal CFO Solutions reduced its Medtronic (MDT) stake by 10% in Q2 2026, selling an estimated $149K and leaving 15,838 shares worth $1.25M. The position accounts for 0.18% of the portfolio, ranked #97.

Personal CFO Solutions first reported a position in MDT in Q1 2020 and has held it in 26 quarters since. The position peaked at $1.55M in Q1 2026. 2,133 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • Personal CFO Solutions held 15,838 shares of Medtronic worth $1.25M as of Q2 2026.
  • Personal CFO Solutions sold 1,851 Medtronic shares in Q2 2026, an estimated $149K.
  • Medtronic made up 0.18% of Personal CFO Solutions's portfolio in Q2 2026, its #97 holding.
  • Personal CFO Solutions first reported a position in Medtronic in Q1 2020 and has held it in 26 quarters since.
  • Personal CFO Solutions's Medtronic position peaked at $1.55M in Q1 2026.
  • 2,133 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Personal CFO Solutions's 13F filing for Q2 2026, filed 7 Aug 2026.