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Provenance Wealth Advisors’s Medtronic MDT Stock Holding History

Provenance Wealth Advisors’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 		$37.9K Buy
485
+150
+45% +$12.1K ﹤0.01% 245
2026
Q1 		$29K Sell
335
-15
-4% -$1.44K ﹤0.01% 243
2025
Q4 		$33.6K Hold
350
– – ﹤0.01% 225
2025
Q3 		$33.3K Sell
350
-45
-11% -$4.14K ﹤0.01% 243
2025
Q2 		$34.4K Sell
395
-1,630
-80% -$138K ﹤0.01% 234
2025
Q1 		$182K Sell
2,025
-1,835
-48% -$164K 0.03% 139
2024
Q4 		$308K Sell
3,860
-9,510
-71% -$823K 0.04% 118
2024
Q3 		$1.2M Buy
13,370
+260
+2% +$21.9K 0.15% 56
2024
Q2 		$1.03M Sell
13,110
-39
-0.3% -$3.2K 0.14% 62
2024
Q1 		$1.15M Buy
13,149
+515
+4% +$44K 0.16% 54
2023
Q4 		$1.04M Buy
12,634
+655
+5% +$49.9K 0.14% 61
2023
Q3 		$939K Buy
+11,979
New +$1M 0.15% 55

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

Provenance Wealth Advisors's MDT Position: Q2 2026 in Review

Provenance Wealth Advisors increased its Medtronic (MDT) stake by 45% in Q2 2026, buying an estimated $12.1K and bringing the position to 485 shares worth $37.9K. The position accounts for ﹤0.01% of the portfolio, ranked #245.

Provenance Wealth Advisors first reported a position in MDT in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.2M in Q3 2024. 2,128 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • Provenance Wealth Advisors held 485 shares of Medtronic worth $37.9K as of Q2 2026.
  • Provenance Wealth Advisors bought 150 Medtronic shares in Q2 2026, an estimated $12.1K.
  • Medtronic made up ﹤0.01% of Provenance Wealth Advisors's portfolio in Q2 2026, its #245 holding.
  • Provenance Wealth Advisors first reported a position in Medtronic in Q3 2023 and has held it in 12 quarters since.
  • Provenance Wealth Advisors's Medtronic position peaked at $1.2M in Q3 2024.
  • 2,128 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Provenance Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.