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Principle Wealth Partners’s Medtronic MDT Stock Holding History

Principle 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 		$272K Sell
3,142
-768
-20% -$73.6K 0.02% 328
2025
Q4 		$376K Hold
3,910
– – 0.02% 285
2025
Q3 		$372K Hold
3,910
– – 0.02% 269
2025
Q2 		$341K Sell
3,910
-685
-15% -$58.1K 0.02% 284
2025
Q1 		$413K Sell
4,595
-231
-5% -$20.7K 0.03% 244
2024
Q4 		$386K Hold
4,826
– – 0.03% 254
2024
Q3 		$434K Sell
4,826
-1,713
-26% -$144K 0.03% 246
2024
Q2 		$515K Sell
6,539
-236
-3% -$19.3K 0.04% 213
2024
Q1 		$590K Sell
6,775
-645
-9% -$55K 0.05% 201
2023
Q4 		$611K Sell
7,420
-8,489
-53% -$647K 0.05% 192
2023
Q3 		$1.25M Sell
15,909
-1,437
-8% -$120K 0.13% 133
2023
Q2 		$1.53M Buy
17,346
+2,322
+15% +$200K 0.15% 115
2023
Q1 		$1.21M Buy
15,024
+2,297
+18% +$187K 0.13% 124
2022
Q4 		$989K Buy
12,727
+1,770
+16% +$143K 0.11% 131
2022
Q3 		$885 Buy
10,957
+2,645
+32% +$238K 0.08% 132
2022
Q2 		$746K Buy
8,312
+1,232
+17% +$125K 0.09% 160
2022
Q1 		$786K Buy
7,080
+2,260
+47% +$239K 0.08% 159
2021
Q4 		$499K Buy
4,820
+31
+0.6% +$3.59K 0.05% 208
2021
Q3 		$600K Buy
4,789
+266
+6% +$34.4K 0.07% 180
2021
Q2 		$561K Buy
4,523
+31
+0.7% +$3.89K 0.06% 185
2021
Q1 		$531K Buy
4,492
+224
+5% +$26.3K 0.06% 185
2020
Q4 		$500K Buy
+4,268
New +$470K 0.07% 177
2020
Q3 		– Sell
-1,808
Closed -$166K – 317
2020
Q2 		$166K Buy
+1,808
New +$173K 0.05% 161
2020
Q1 		– Sell
-1,960
Closed -$222K – 155
2019
Q4 		$222K Hold
1,960
– – 0.07% 152
2019
Q3 		$213K Buy
+1,960
New +$204K 0.07% 155

Other funds holding MDT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
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
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Principle Wealth Partners's MDT Position: Q1 2026 in Review

Principle Wealth Partners reduced its Medtronic (MDT) stake by 20% in Q1 2026, selling an estimated $73.6K and leaving 3,142 shares worth $272K. The position accounts for 0.02% of the portfolio, ranked #328.

Principle Wealth Partners first reported a position in MDT in Q3 2019 and has held it in 25 quarters since. The position peaked at $1.53M in Q2 2023. 2,229 funds tracked by Wall St. Rank hold MDT as of Q1 2026.

  • Principle Wealth Partners held 3,142 shares of Medtronic worth $272K as of Q1 2026.
  • Principle Wealth Partners sold 768 Medtronic shares in Q1 2026, an estimated $73.6K.
  • Medtronic made up 0.02% of Principle Wealth Partners's portfolio in Q1 2026, its #328 holding.
  • Principle Wealth Partners first reported a position in Medtronic in Q3 2019 and has held it in 25 quarters since.
  • Principle Wealth Partners's Medtronic position peaked at $1.53M in Q2 2023.
  • 2,229 funds tracked by Wall St. Rank held Medtronic as of Q1 2026.

Based on Principle Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.