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Ritholtz Wealth Management’s Medtronic MDT Stock Holding History

Ritholtz Wealth Management’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 		$1.68M Sell
21,471
-44,879
-68% -$3.62M 0.03% 465
2026
Q1 		$5.75M Sell
66,350
-8,020
-11% -$768K 0.1% 137
2025
Q4 		$7.14M Buy
74,370
+321
+0.4% +$31.2K 0.13% 90
2025
Q3 		$7.05M Buy
74,049
+7,933
+12% +$729K 0.14% 87
2025
Q2 		$5.76M Sell
66,116
-7,268
-10% -$616K 0.13% 92
2025
Q1 		$6.59M Buy
73,384
+18,899
+35% +$1.69M 0.2% 68
2024
Q4 		$4.35M Buy
54,485
+40,243
+283% +$3.48M 0.13% 103
2024
Q3 		$1.28M Buy
14,242
+4,051
+40% +$341K 0.04% 321
2024
Q2 		$802K Buy
10,191
+15
+0.1% +$1.23K 0.03% 410
2024
Q1 		$887K Buy
10,176
+1,206
+13% +$103K 0.03% 389
2023
Q4 		$739K Sell
8,970
-406
-4% -$30.9K 0.03% 399
2023
Q3 		$735K Buy
9,376
+1,550
+20% +$130K 0.03% 360
2023
Q2 		$690K Sell
7,826
-366
-4% -$31.5K 0.03% 360
2023
Q1 		$660K Buy
8,192
+3,059
+60% +$249K 0.03% 348
2022
Q4 		$399K Sell
5,133
-16,451
-76% -$1.33M 0.02% 405
2022
Q3 		$1.74M Buy
21,584
+14,964
+226% +$1.34M 0.09% 146
2022
Q2 		$594K Sell
6,620
-2,740
-29% -$278K 0.04% 278
2022
Q1 		$1.04M Buy
9,360
+1,963
+27% +$207K 0.07% 177
2021
Q4 		$765K Sell
7,397
-2,267
-23% -$263K 0.05% 218
2021
Q3 		$1.21M Buy
9,664
+1,278
+15% +$165K 0.08% 116
2021
Q2 		$1.04M Buy
8,386
+766
+10% +$96.2K 0.08% 136
2021
Q1 		$900K Buy
7,620
+2,335
+44% +$274K 0.07% 123
2020
Q4 		$619K Buy
5,285
+983
+23% +$108K 0.06% 130
2020
Q3 		$447K Buy
4,302
+961
+29% +$96.5K 0.05% 154
2020
Q2 		$306K Buy
+3,341
New +$320K 0.04% 174

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

Ritholtz Wealth Management's MDT Position: Q2 2026 in Review

Ritholtz Wealth Management reduced its Medtronic (MDT) stake by 68% in Q2 2026, selling an estimated $3.62M and leaving 21,471 shares worth $1.68M. The position accounts for 0.03% of the portfolio, ranked #465.

Ritholtz Wealth Management first reported a position in MDT in Q2 2020 and has held it in 25 quarters since. The position peaked at $7.14M in Q4 2025. 2,134 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • Ritholtz Wealth Management held 21,471 shares of Medtronic worth $1.68M as of Q2 2026.
  • Ritholtz Wealth Management sold 44,879 Medtronic shares in Q2 2026, an estimated $3.62M.
  • Medtronic made up 0.03% of Ritholtz Wealth Management's portfolio in Q2 2026, its #465 holding.
  • Ritholtz Wealth Management first reported a position in Medtronic in Q2 2020 and has held it in 25 quarters since.
  • Ritholtz Wealth Management's Medtronic position peaked at $7.14M in Q4 2025.
  • 2,134 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Ritholtz Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.