PWMG
MDT icon

Prestige Wealth Management Group’s Medtronic MDT Stock Holding History

Prestige Wealth Management 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 		$630K Sell
7,981
-219
-3% -$17.7K 0.11% 93
2026
Q1 		$716K Sell
8,200
-23
-0.3% -$2.2K 0.14% 82
2025
Q4 		$796K Buy
8,223
+3,530
+75% +$343K 0.15% 75
2025
Q3 		$450K Buy
4,693
+239
+5% +$22K 0.09% 111
2025
Q2 		$391K Buy
4,454
+103
+2% +$8.73K 0.08% 120
2025
Q1 		$394K Buy
4,351
+86
+2% +$7.7K 0.08% 113
2024
Q4 		$344K Sell
4,265
-3,257
-43% -$282K 0.07% 128
2024
Q3 		$683K Sell
7,522
-184
-2% -$15.5K 0.14% 82
2024
Q2 		$612K Buy
7,706
+645
+9% +$52.9K 0.13% 77
2024
Q1 		$620K Buy
7,061
+57
+0.8% +$4.87K 0.13% 75
2023
Q4 		$582K Sell
7,004
-641
-8% -$48.9K 0.13% 75
2023
Q3 		$604K Buy
7,645
+106
+1% +$8.87K 0.15% 70
2023
Q2 		$669K Sell
7,539
-341
-4% -$29.4K 0.16% 66
2023
Q1 		$641K Buy
7,880
+4,066
+107% +$331K 0.16% 68
2022
Q4 		$299K Sell
3,814
-3,908
-51% -$317K 0.08% 111
2022
Q3 		$628K Buy
7,722
+634
+9% +$57K 0.18% 58
2022
Q2 		$641K Buy
7,088
+90
+1% +$9.12K 0.17% 60
2022
Q1 		$777K Buy
6,998
+3,071
+78% +$324K 0.19% 59
2021
Q4 		$407K Sell
3,927
-1,508
-28% -$175K 0.1% 87
2021
Q3 		$682K Buy
5,435
+2,281
+72% +$295K 0.17% 59
2021
Q2 		$391K Sell
3,154
-486
-13% -$61K 0.1% 72
2021
Q1 		$430K Sell
3,640
-103
-3% -$12.1K 0.12% 70
2020
Q4 		$439K Buy
3,743
+97
+3% +$10.7K 0.12% 77
2020
Q3 		$379K Buy
3,646
+740
+25% +$74.3K 0.11% 83
2020
Q2 		$266K Buy
2,906
+1,598
+122% +$153K 0.09% 81
2020
Q1 		$118K Sell
1,308
-953
-42% -$101K 0.05% 108
2019
Q4 		$257K Sell
2,261
-872
-28% -$95.7K 0.14% 99
2019
Q3 		$340K Buy
3,133
+404
+15% +$42.2K 0.2% 76
2019
Q2 		$266K Buy
2,729
+996
+57% +$90.9K 0.16% 98
2019
Q1 		$158K Sell
1,733
-136
-7% -$12.2K 0.1% 120
2018
Q4 		$170K Buy
+1,869
New +$175K 0.13% 114

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

Prestige Wealth Management Group's MDT Position: Q2 2026 in Review

Prestige Wealth Management Group reduced its Medtronic (MDT) stake by 2.7% in Q2 2026, selling an estimated $17.7K and leaving 7,981 shares worth $630K. The position accounts for 0.11% of the portfolio, ranked #93.

Prestige Wealth Management Group first reported a position in MDT in Q4 2018 and has held it in 31 quarters since. The position peaked at $796K in Q4 2025. 2,128 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • Prestige Wealth Management Group held 7,981 shares of Medtronic worth $630K as of Q2 2026.
  • Prestige Wealth Management Group sold 219 Medtronic shares in Q2 2026, an estimated $17.7K.
  • Medtronic made up 0.11% of Prestige Wealth Management Group's portfolio in Q2 2026, its #93 holding.
  • Prestige Wealth Management Group first reported a position in Medtronic in Q4 2018 and has held it in 31 quarters since.
  • Prestige Wealth Management Group's Medtronic position peaked at $796K in Q4 2025.
  • 2,128 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Prestige Wealth Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.