QFW
MDT icon

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
Q2 		$322K Buy
+4,122
New +$333K 0.11% 202
2026
Q1 		– Sell
-2,319
Closed -$235K – 309
2025
Q4 		$235K Buy
+2,319
New +$225K 0.1% 235

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 $3.38T AUM 44.17% 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

QTR Family Wealth's MDT Position: Q2 2026 in Review

QTR Family Wealth opened a new position in Medtronic (MDT) in Q2 2026: 4,122 shares worth $322K. The stake represents 0.11% of the portfolio and ranks #202 among its holdings. This is a return to the name: QTR Family Wealth previously reported a position in MDT as recently as Q4 2025.

QTR Family Wealth first reported a position in MDT in Q4 2025 and has held it in 2 quarters since. 2,146 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • QTR Family Wealth held 4,122 shares of Medtronic worth $322K as of Q2 2026.
  • Medtronic was a new QTR Family Wealth position in Q2 2026.
  • Medtronic made up 0.11% of QTR Family Wealth's portfolio in Q2 2026, its #202 holding.
  • QTR Family Wealth first reported a position in Medtronic in Q4 2025 and has held it in 2 quarters since.
  • 2,146 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on QTR Family Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.