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Physician Wealth Advisors’s Medtronic MDT Stock Holding History

Physician Wealth 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
Q1 		$329K Buy
3,798
+1,640
+76% +$157K 0.05% 135
2025
Q4 		$207K Sell
2,158
-130
-6% -$12.6K 0.03% 196
2025
Q3 		$218K Buy
2,288
+454
+25% +$41.7K 0.03% 185
2025
Q2 		$160K Sell
1,834
-2
-0.1% -$170 0.03% 213
2025
Q1 		$165K Buy
1,836
+41
+2% +$3.67K 0.03% 200
2024
Q4 		$143K Buy
+1,795
New +$155K 0.02% 215
2024
Q2 		– Sell
-3,042
Closed -$241K – 184
2024
Q1 		$241K Buy
3,042
+561
+23% +$47.9K 0.05% 143
2023
Q4 		$215K Sell
2,481
-445
-15% -$33.9K 0.05% 153
2023
Q3 		$220K Sell
2,926
-106
-3% -$8.87K 0.06% 135
2023
Q2 		$264K Buy
3,032
+650
+27% +$56K 0.07% 127
2023
Q1 		$202K Buy
+2,382
New +$194K 0.05% 148
2022
Q4 		– Sell
-2,455
Closed -$209K – 156
2022
Q3 		$209K Hold
2,455
– – 0.06% 139
2022
Q2 		$229K Sell
2,455
-294
-11% -$29.8K 0.07% 137
2022
Q1 		$291K Sell
2,749
-4
-0.1% -$423 0.08% 123
2021
Q4 		$289K Sell
2,753
-5
-0.2% -$579 0.08% 129
2021
Q3 		$352K Buy
2,758
+41
+2% +$5.31K 0.1% 104
2021
Q2 		$345K Buy
2,717
+6
+0.2% +$753 0.1% 107
2021
Q1 		$326K Hold
2,711
– – 0.11% 103
2020
Q4 		$313K Sell
2,711
-119
-4% -$13.1K 0.11% 104
2020
Q3 		$290K Buy
2,830
+3
+0.1% +$301 0.12% 102
2020
Q2 		$284K Buy
2,827
+598
+27% +$57.3K 0.11% 107
2020
Q1 		$214K Sell
2,229
-1,114
-33% -$119K 0.11% 99
2019
Q4 		$395K Buy
3,343
+31
+0.9% +$3.4K 0.18% 68
2019
Q3 		$370K Buy
+3,312
New +$346K 0.18% 69

Other funds holding MDT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Physician Wealth Advisors's MDT Position: Q1 2026 in Review

Physician Wealth Advisors increased its Medtronic (MDT) stake by 76% in Q1 2026, buying an estimated $157K and bringing the position to 3,798 shares worth $329K. The position accounts for 0.05% of the portfolio, ranked #135.

Physician Wealth Advisors first reported a position in MDT in Q3 2019 and has held it in 24 quarters since. The position peaked at $395K in Q4 2019. 2,229 funds tracked by Wall St. Rank hold MDT as of Q1 2026.

  • Physician Wealth Advisors held 3,798 shares of Medtronic worth $329K as of Q1 2026.
  • Physician Wealth Advisors bought 1,640 Medtronic shares in Q1 2026, an estimated $157K.
  • Medtronic made up 0.05% of Physician Wealth Advisors's portfolio in Q1 2026, its #135 holding.
  • Physician Wealth Advisors first reported a position in Medtronic in Q3 2019 and has held it in 24 quarters since.
  • Physician Wealth Advisors's Medtronic position peaked at $395K in Q4 2019.
  • 2,229 funds tracked by Wall St. Rank held Medtronic as of Q1 2026.

Based on Physician Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.