Portside Wealth Group’s Medtronic MDT Stock Holding History

Portside Wealth Group’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	$3M	Buy	38,323 +2,061	+6%	+$166K	0.35%	66
2026 Q1	$3.14M	Sell	36,262 -1,676	-4%	-$161K	0.43%	52
2025 Q4	$3.64M	Sell	37,938 -1,084	-3%	-$105K	0.49%	47
2025 Q3	$3.72M	Buy	39,022 +323	+0.8%	+$29.7K	0.51%	47
2025 Q2	$3.37M	Sell	38,699 -2,399	-6%	-$203K	0.5%	51
2025 Q1	$3.69M	Sell	41,098 -16,660	-29%	-$1.49M	0.6%	45
2024 Q4	$4.61M	Sell	57,758 -947	-2%	-$82K	0.76%	29
2024 Q3	$5.29M	Buy	58,705 +5,014	+9%	+$422K	0.9%	25
2024 Q2	$4.23M	Sell	53,691 -1,514	-3%	-$124K	0.81%	26
2024 Q1	$4.81M	Buy	55,205 +515	+0.9%	+$44K	0.89%	24
2023 Q4	$4.51M	Sell	54,690 -2,626	-5%	-$200K	0.84%	28
2023 Q3	$4.49M	Buy	57,316 +2,643	+5%	+$221K	0.85%	32
2023 Q2	$4.82M	Buy	+54,673	New	+$4.71M	0.89%	27

Other funds holding MDT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Portside Wealth Group's MDT Position: Q2 2026 in Review

Portside Wealth Group increased its Medtronic (MDT) stake by 5.7% in Q2 2026, buying an estimated $166K and bringing the position to 38,323 shares worth $3M. The position accounts for 0.35% of the portfolio, ranked #66.

Portside Wealth Group first reported a position in MDT in Q2 2023 and has held it in 13 quarters since. The position peaked at $5.29M in Q3 2024. 2,125 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

Portside Wealth Group held 38,323 shares of Medtronic worth $3M as of Q2 2026.
Portside Wealth Group bought 2,061 Medtronic shares in Q2 2026, an estimated $166K.
Medtronic made up 0.35% of Portside Wealth Group's portfolio in Q2 2026, its #66 holding.
Portside Wealth Group first reported a position in Medtronic in Q2 2023 and has held it in 13 quarters since.
Portside Wealth Group's Medtronic position peaked at $5.29M in Q3 2024.
2,125 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Portside Wealth Group's 13F filing for Q2 2026, filed 14 Jul 2026.