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Pines Wealth Management’s Medtronic MDT Stock Holding History

Pines 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 		$275K Sell
3,519
-1,654
-32% -$133K 0.08% 190
2026
Q1 		$448K Buy
5,173
+355
+7% +$34K 0.15% 141
2025
Q4 		$463K Buy
4,818
+227
+5% +$22.1K 0.15% 138
2025
Q3 		$437K Sell
4,591
-2,692
-37% -$247K 0.15% 140
2025
Q2 		$644K Buy
7,283
+920
+14% +$78K 0.23% 108
2025
Q1 		$521K Buy
6,363
+2,515
+65% +$225K 0.24% 102
2024
Q4 		$310K Buy
+3,848
New +$333K 0.14% 156

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

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

Pines Wealth Management reduced its Medtronic (MDT) stake by 32% in Q2 2026, selling an estimated $133K and leaving 3,519 shares worth $275K. The position accounts for 0.08% of the portfolio, ranked #190.

Pines Wealth Management first reported a position in MDT in Q4 2024 and has held it in 7 quarters since. The position peaked at $644K in Q2 2025. 2,134 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • Pines Wealth Management held 3,519 shares of Medtronic worth $275K as of Q2 2026.
  • Pines Wealth Management sold 1,654 Medtronic shares in Q2 2026, an estimated $133K.
  • Medtronic made up 0.08% of Pines Wealth Management's portfolio in Q2 2026, its #190 holding.
  • Pines Wealth Management first reported a position in Medtronic in Q4 2024 and has held it in 7 quarters since.
  • Pines Wealth Management's Medtronic position peaked at $644K in Q2 2025.
  • 2,134 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Pines Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.