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Premier Path Wealth Partners’s Medtronic MDT Stock Holding History

Premier Path Wealth Partners’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 		$920K Sell
11,763
-4,292
-27% -$346K 0.11% 183
2026
Q1 		$1.39M Sell
16,055
-549
-3% -$52.6K 0.18% 127
2025
Q4 		$1.6M Sell
16,604
-1,132
-6% -$110K 0.21% 102
2025
Q3 		$1.69M Sell
17,736
-15
-0.1% -$1.38K 0.22% 99
2025
Q2 		$1.55M Buy
17,751
+192
+1% +$16.3K 0.22% 109
2025
Q1 		$1.58M Buy
17,559
+47
+0.3% +$4.21K 0.25% 97
2024
Q4 		$1.4M Sell
17,512
-12
-0.1% -$1.04K 0.21% 104
2024
Q3 		$1.58M Buy
17,524
+389
+2% +$32.7K 0.25% 96
2024
Q2 		$1.35M Buy
17,135
+579
+3% +$47.5K 0.23% 105
2024
Q1 		$1.43M Buy
16,556
+2,817
+21% +$240K 0.27% 93
2023
Q4 		$1.14M Buy
+13,739
New +$1.05M 0.25% 99

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

Premier Path Wealth Partners's MDT Position: Q2 2026 in Review

Premier Path Wealth Partners reduced its Medtronic (MDT) stake by 27% in Q2 2026, selling an estimated $346K and leaving 11,763 shares worth $920K. The position accounts for 0.11% of the portfolio, ranked #183.

Premier Path Wealth Partners first reported a position in MDT in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.69M in Q3 2025. 2,134 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • Premier Path Wealth Partners held 11,763 shares of Medtronic worth $920K as of Q2 2026.
  • Premier Path Wealth Partners sold 4,292 Medtronic shares in Q2 2026, an estimated $346K.
  • Medtronic made up 0.11% of Premier Path Wealth Partners's portfolio in Q2 2026, its #183 holding.
  • Premier Path Wealth Partners first reported a position in Medtronic in Q4 2023 and has held it in 11 quarters since.
  • Premier Path Wealth Partners's Medtronic position peaked at $1.69M in Q3 2025.
  • 2,134 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Premier Path Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.