Royal Capital Wealth Management’s Medtronic MDT Stock Holding History

Royal Capital 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 Q1	$216K	Hold	2,489	–	–	0.13%	88
2025 Q4	$239K	Hold	2,489	–	–	0.14%	84
2025 Q3	$237K	Hold	2,489	–	–	0.15%	80
2025 Q2	$217K	Hold	2,489	–	–	0.14%	81
2025 Q1	$224K	Buy	+2,489	New	+$223K	0.16%	79
2024 Q4	–	Sell	-2,869	Closed	-$258K	–	93
2024 Q3	$258K	Sell	2,869 -237	-8%	-$19.9K	0.18%	73
2024 Q2	$244K	Sell	3,106 -726	-19%	-$59.5K	0.18%	74
2024 Q1	$334K	Sell	3,832 -140	-4%	-$11.9K	0.26%	64
2023 Q4	$327K	Hold	3,972	–	–	0.28%	64
2023 Q3	$311K	Sell	3,972 -21	-0.5%	-$1.76K	0.3%	62
2023 Q2	$352K	Hold	3,993	–	–	0.33%	59
2023 Q1	$322K	Sell	3,993 -466	-10%	-$38K	0.32%	65
2022 Q4	$347K	Sell	4,459 -1,241	-22%	-$101K	0.37%	58
2022 Q3	$460K	Hold	5,700	–	–	0.54%	41
2022 Q2	$512K	Sell	5,700 -711	-11%	-$72K	0.56%	41
2022 Q1	$711K	Hold	6,411	–	–	0.7%	36
2021 Q4	$663K	Buy	+6,411	New	+$742K	0.64%	40

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

Royal Capital Wealth Management's MDT Position: Q1 2026 in Review

Royal Capital Wealth Management held its Medtronic (MDT) position steady in Q1 2026 at 2,489 shares worth $216K. The position accounts for 0.13% of the portfolio, ranked #88.

Royal Capital Wealth Management first reported a position in MDT in Q4 2021 and has held it in 17 quarters since. The position peaked at $711K in Q1 2022. 2,229 funds tracked by Wall St. Rank hold MDT as of Q1 2026.

Royal Capital Wealth Management held 2,489 shares of Medtronic worth $216K as of Q1 2026.
Royal Capital Wealth Management left its Medtronic share count unchanged in Q1 2026.
Medtronic made up 0.13% of Royal Capital Wealth Management's portfolio in Q1 2026, its #88 holding.
Royal Capital Wealth Management first reported a position in Medtronic in Q4 2021 and has held it in 17 quarters since.
Royal Capital Wealth Management's Medtronic position peaked at $711K in Q1 2022.
2,229 funds tracked by Wall St. Rank held Medtronic as of Q1 2026.

Based on Royal Capital Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.