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Quotient Wealth Partners’s Medtronic MDT Stock Holding History

Quotient Wealth Partners’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 		$591K Sell
6,825
-749
-10% -$71.8K 0.02% 175
2025
Q4 		$728K Buy
7,574
+81
+1% +$7.87K 0.02% 152
2025
Q3 		$714K Sell
7,493
-1,040
-12% -$95.6K 0.02% 146
2025
Q2 		$744K Buy
8,533
+236
+3% +$20K 0.02% 143
2025
Q1 		$746K Buy
8,297
+466
+6% +$41.7K 0.02% 135
2024
Q4 		$626K Sell
7,831
-642
-8% -$55.6K 0.02% 145
2024
Q3 		$763K Sell
8,473
-2,008
-19% -$169K 0.03% 131
2024
Q2 		$825K Sell
10,481
-15,192
-59% -$1.25M 0.03% 120
2024
Q1 		$2.24M Sell
25,673
-16,822
-40% -$1.44M 0.08% 68
2023
Q4 		$3.5M Buy
+42,495
New +$3.24M 0.14% 69

Other funds holding MDT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
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
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Quotient Wealth Partners's MDT Position: Q1 2026 in Review

Quotient Wealth Partners reduced its Medtronic (MDT) stake by 9.9% in Q1 2026, selling an estimated $71.8K and leaving 6,825 shares worth $591K. The position accounts for 0.02% of the portfolio, ranked #175.

Quotient Wealth Partners first reported a position in MDT in Q4 2023 and has held it in 10 quarters since. The position peaked at $3.5M in Q4 2023. 2,229 funds tracked by Wall St. Rank hold MDT as of Q1 2026.

  • Quotient Wealth Partners held 6,825 shares of Medtronic worth $591K as of Q1 2026.
  • Quotient Wealth Partners sold 749 Medtronic shares in Q1 2026, an estimated $71.8K.
  • Medtronic made up 0.02% of Quotient Wealth Partners's portfolio in Q1 2026, its #175 holding.
  • Quotient Wealth Partners first reported a position in Medtronic in Q4 2023 and has held it in 10 quarters since.
  • Quotient Wealth Partners's Medtronic position peaked at $3.5M in Q4 2023.
  • 2,229 funds tracked by Wall St. Rank held Medtronic as of Q1 2026.

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