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Peterson Wealth Management’s Medtronic MDT Stock Holding History

Peterson 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 		$34.8K Sell
445
-75
-14% -$6.05K 0.02% 98
2026
Q1 		$45.1K Buy
+520
New +$49.8K 0.03% 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
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

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

Peterson Wealth Management reduced its Medtronic (MDT) stake by 14% in Q2 2026, selling an estimated $6.05K and leaving 445 shares worth $34.8K. The position accounts for 0.02% of the portfolio, ranked #98.

Peterson Wealth Management first reported a position in MDT in Q1 2026 and has held it in 2 quarters since. The position peaked at $45.1K in Q1 2026. 2,125 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • Peterson Wealth Management held 445 shares of Medtronic worth $34.8K as of Q2 2026.
  • Peterson Wealth Management sold 75 Medtronic shares in Q2 2026, an estimated $6.05K.
  • Medtronic made up 0.02% of Peterson Wealth Management's portfolio in Q2 2026, its #98 holding.
  • Peterson Wealth Management first reported a position in Medtronic in Q1 2026 and has held it in 2 quarters since.
  • Peterson Wealth Management's Medtronic position peaked at $45.1K in Q1 2026.
  • 2,125 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Peterson Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.