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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Premier Path Wealth Partners's MDT Position: Q1 2026 in Review

Premier Path Wealth Partners reduced its Medtronic (MDT) stake by 3.3% in Q1 2026, selling an estimated $52.6K and leaving 16,055 shares worth $1.39M. The position accounts for 0.18% of the portfolio, ranked #127.

Premier Path Wealth Partners first reported a position in MDT in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.69M in Q3 2025. 2,229 funds tracked by Wall St. Rank hold MDT as of Q1 2026.

Premier Path Wealth Partners held 16,055 shares of Medtronic worth $1.39M as of Q1 2026.
Premier Path Wealth Partners sold 549 Medtronic shares in Q1 2026, an estimated $52.6K.
Medtronic made up 0.18% of Premier Path Wealth Partners's portfolio in Q1 2026, its #127 holding.
Premier Path Wealth Partners first reported a position in Medtronic in Q4 2023 and has held it in 10 quarters since.
Premier Path Wealth Partners's Medtronic position peaked at $1.69M in Q3 2025.
2,229 funds tracked by Wall St. Rank held Medtronic as of Q1 2026.

Based on Premier Path Wealth Partners's 13F filing for Q1 2026, filed 23 Apr 2026.