Precision Wealth Strategies’s Medtronic MDT Stock Holding History

Precision Wealth Strategies’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 Q3	$400K	Sell	4,630 -212	-4%	-$18.7K	0.12%	134
2026 Q2	$379K	Sell	4,842 -7,280	-60%	-$587K	0.11%	145
2026 Q1	$1.05M	Sell	12,122 -1,597	-12%	-$153K	0.35%	67
2025 Q4	$1.32M	Sell	13,719 -226	-2%	-$22K	0.43%	55
2025 Q3	$1.33M	Sell	13,945 -107	-0.8%	-$9.8K	0.43%	55
2025 Q2	$1.22M	Buy	14,052 +9,468	+207%	+$803K	0.4%	56
2025 Q1	$412K	Buy	4,584 +249	+6%	+$22.3K	0.31%	62
2024 Q4	$346K	Buy	4,335 +594	+16%	+$51.4K	0.27%	91
2024 Q3	$337K	Buy	3,741 +118	+3%	+$9.9K	0.31%	88
2024 Q2	$285K	Sell	3,623 -130	-3%	-$10.7K	0.29%	86
2024 Q1	$327K	Sell	3,753 -71	-2%	-$6.06K	0.31%	75
2023 Q4	$315K	Sell	3,824 -42	-1%	-$3.2K	0.31%	64
2023 Q3	$303K	Buy	+3,866	New	+$324K	0.33%	58

Other funds holding MDT

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Precision Wealth Strategies's MDT Position: Q3 2026 in Review

Precision Wealth Strategies reduced its Medtronic (MDT) stake by 4.4% in Q3 2026, selling an estimated $18.7K and leaving 4,630 shares worth $400K. The position accounts for 0.12% of the portfolio, ranked #134.

Precision Wealth Strategies first reported a position in MDT in Q3 2023 and has held it in 13 quarters since. The position peaked at $1.33M in Q3 2025. 1,900 funds tracked by Wall St. Rank hold MDT as of Q3 2026.

Precision Wealth Strategies held 4,630 shares of Medtronic worth $400K as of Q3 2026.
Precision Wealth Strategies sold 212 Medtronic shares in Q3 2026, an estimated $18.7K.
Medtronic made up 0.12% of Precision Wealth Strategies's portfolio in Q3 2026, its #134 holding.
Precision Wealth Strategies first reported a position in Medtronic in Q3 2023 and has held it in 13 quarters since.
Precision Wealth Strategies's Medtronic position peaked at $1.33M in Q3 2025.
1,900 funds tracked by Wall St. Rank held Medtronic as of Q3 2026.

Based on Precision Wealth Strategies's 13F filing for Q3 2026, filed 13 Nov 2026.