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Private Wealth Management Group’s Medtronic MDT Stock Holding History

Private 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 		$11.7K Buy
150
+5
+3% +$403 ﹤0.01% 537
2026
Q1 		$12.6K Hold
145
– – ﹤0.01% 462
2025
Q4 		$13.9K Hold
145
– – ﹤0.01% 417
2025
Q3 		$13.8K Hold
145
– – ﹤0.01% 428
2025
Q2 		$12.6K Buy
145
+16
+12% +$1.36K ﹤0.01% 424
2025
Q1 		$11.6K Sell
129
-6
-4% -$537 ﹤0.01% 427
2024
Q4 		$10.8K Buy
135
+10
+8% +$866 ﹤0.01% 442
2024
Q3 		$11.3K Hold
125
– – ﹤0.01% 424
2024
Q2 		$9.84K Buy
125
+41
+49% +$3.36K ﹤0.01% 444
2024
Q1 		$7.32K Hold
84
– – ﹤0.01% 496
2023
Q4 		$6.92K Buy
+84
New +$6.4K ﹤0.01% 509

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

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

Private Wealth Management Group increased its Medtronic (MDT) stake by 3.4% in Q2 2026, buying an estimated $403 and bringing the position to 150 shares worth $11.7K. The position accounts for ﹤0.01% of the portfolio, ranked #537.

Private Wealth Management Group first reported a position in MDT in Q4 2023 and has held it in 11 quarters since. The position peaked at $13.9K in Q4 2025. 2,125 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • Private Wealth Management Group held 150 shares of Medtronic worth $11.7K as of Q2 2026.
  • Private Wealth Management Group bought 5 Medtronic shares in Q2 2026, an estimated $403.
  • Medtronic made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #537 holding.
  • Private Wealth Management Group first reported a position in Medtronic in Q4 2023 and has held it in 11 quarters since.
  • Private Wealth Management Group's Medtronic position peaked at $13.9K in Q4 2025.
  • 2,125 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.