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Principia Wealth Advisory’s Medtronic MDT Stock Holding History

Principia Wealth Advisory’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 		$112K Buy
1,430
+64
+5% +$5.16K 0.06% 110
2026
Q1 		$118K Sell
1,366
-4
-0.3% -$383 0.07% 95
2025
Q4 		$132K Buy
1,370
+8
+0.6% +$777 0.08% 91
2025
Q3 		$130K Buy
1,362
+5
+0.4% +$460 0.09% 90
2025
Q2 		$118K Buy
1,357
+13
+1% +$1.1K 0.1% 85
2025
Q1 		$115K Buy
1,344
+27
+2% +$2.42K 0.11% 67
2024
Q4 		$105K Buy
+1,317
New +$114K 0.1% 65

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 $3.38T AUM 44.17% 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

Principia Wealth Advisory's MDT Position: Q2 2026 in Review

Principia Wealth Advisory increased its Medtronic (MDT) stake by 4.7% in Q2 2026, buying an estimated $5.16K and bringing the position to 1,430 shares worth $112K. The position accounts for 0.06% of the portfolio, ranked #110.

Principia Wealth Advisory first reported a position in MDT in Q4 2024 and has held it in 7 quarters since. The position peaked at $132K in Q4 2025. 2,146 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • Principia Wealth Advisory held 1,430 shares of Medtronic worth $112K as of Q2 2026.
  • Principia Wealth Advisory bought 64 Medtronic shares in Q2 2026, an estimated $5.16K.
  • Medtronic made up 0.06% of Principia Wealth Advisory's portfolio in Q2 2026, its #110 holding.
  • Principia Wealth Advisory first reported a position in Medtronic in Q4 2024 and has held it in 7 quarters since.
  • Principia Wealth Advisory's Medtronic position peaked at $132K in Q4 2025.
  • 2,146 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.