Private Wealth Asset Management’s Medtronic MDT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$353K Buy
4,516
+3,391
+301% +$274K 0.03% 215
2026
Q1
$97.5K Buy
1,125
+60
+6% +$5.75K 0.01% 335
2025
Q4
$102K Buy
1,065
+82
+8% +$7.96K 0.01% 328
2025
Q3
$93.6K Sell
983
-27
-3% -$2.48K 0.01% 316
2025
Q2
$88.1K Sell
1,010
-1,759
-64% -$149K 0.01% 322
2025
Q1
$249K Buy
+2,769
New +$248K 0.04% 204

Other funds holding MDT

Private Wealth Asset Management's MDT Position: Q2 2026 in Review

Private Wealth Asset Management increased its Medtronic (MDT) stake by 301% in Q2 2026, buying an estimated $274K and bringing the position to 4,516 shares worth $353K. The position accounts for 0.03% of the portfolio, ranked #215.

Private Wealth Asset Management first reported a position in MDT in Q1 2025 and has held it in 6 quarters since. 2,128 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • Private Wealth Asset Management held 4,516 shares of Medtronic worth $353K as of Q2 2026.
  • Private Wealth Asset Management bought 3,391 Medtronic shares in Q2 2026, an estimated $274K.
  • Medtronic made up 0.03% of Private Wealth Asset Management's portfolio in Q2 2026, its #215 holding.
  • Private Wealth Asset Management first reported a position in Medtronic in Q1 2025 and has held it in 6 quarters since.
  • 2,128 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Private Wealth Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.