QTR Family Wealth’s Medtronic MDT Stock Holding History

QTR Family Wealth’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	–	Sell	-2,319	Closed	-$235K	–	309
2025 Q4	$235K	Buy	+2,319	New	+$225K	0.1%	235

Other funds holding MDT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

QTR Family Wealth's MDT Position: Q1 2026 in Review

QTR Family Wealth sold out of Medtronic (MDT) in Q1 2026, closing a stake of 2,319 shares — an estimated $235K sold.

QTR Family Wealth first reported a position in MDT in Q4 2025 and held it in 1 quarter. The position peaked at $235K in Q4 2025. 2,229 funds tracked by Wall St. Rank hold MDT as of Q1 2026.

QTR Family Wealth reported no remaining Medtronic position as of Q1 2026 after selling out during the quarter.
QTR Family Wealth sold 2,319 Medtronic shares in Q1 2026, an estimated $235K.
QTR Family Wealth first reported a position in Medtronic in Q4 2025 and held it in 1 quarter.
QTR Family Wealth's Medtronic position peaked at $235K in Q4 2025.
2,229 funds tracked by Wall St. Rank held Medtronic as of Q1 2026.

Based on QTR Family Wealth's 13F filing for Q1 2026, filed 16 Apr 2026.