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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
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 $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

Pines Wealth Management's MDT Position: Q1 2026 in Review

Pines Wealth Management increased its Medtronic (MDT) stake by 7.4% in Q1 2026, buying an estimated $34K and bringing the position to 5,173 shares worth $448K. The position accounts for 0.15% of the portfolio, ranked #141.

Pines Wealth Management first reported a position in MDT in Q4 2024 and has held it in 6 quarters since. The position peaked at $644K in Q2 2025. 2,229 funds tracked by Wall St. Rank hold MDT as of Q1 2026.

  • Pines Wealth Management held 5,173 shares of Medtronic worth $448K as of Q1 2026.
  • Pines Wealth Management bought 355 Medtronic shares in Q1 2026, an estimated $34K.
  • Medtronic made up 0.15% of Pines Wealth Management's portfolio in Q1 2026, its #141 holding.
  • Pines Wealth Management first reported a position in Medtronic in Q4 2024 and has held it in 6 quarters since.
  • Pines Wealth Management's Medtronic position peaked at $644K in Q2 2025.
  • 2,229 funds tracked by Wall St. Rank held Medtronic as of Q1 2026.

Based on Pines Wealth Management's 13F filing for Q1 2026, filed 8 Apr 2026.