PWS
MDT icon

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
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% -$9.84K 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% +$9.93K 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
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

Precision Wealth Strategies's MDT Position: Q2 2026 in Review

Precision Wealth Strategies reduced its Medtronic (MDT) stake by 60% in Q2 2026, selling an estimated $587K and leaving 4,842 shares worth $379K. The position accounts for 0.11% of the portfolio, ranked #145.

Precision Wealth Strategies first reported a position in MDT in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.33M in Q3 2025. 2,140 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • Precision Wealth Strategies held 4,842 shares of Medtronic worth $379K as of Q2 2026.
  • Precision Wealth Strategies sold 7,280 Medtronic shares in Q2 2026, an estimated $587K.
  • Medtronic made up 0.11% of Precision Wealth Strategies's portfolio in Q2 2026, its #145 holding.
  • Precision Wealth Strategies first reported a position in Medtronic in Q3 2023 and has held it in 12 quarters since.
  • Precision Wealth Strategies's Medtronic position peaked at $1.33M in Q3 2025.
  • 2,140 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Precision Wealth Strategies's 13F filing for Q2 2026, filed 10 Aug 2026.