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Sage Private Wealth Group’s Medtronic MDT Stock Holding History

Sage Private Wealth Group’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
-4,049
Closed -$389K – 99
2025
Q4 		$389K Sell
4,049
-57
-1% -$5.54K 0.21% 63
2025
Q3 		$391K Buy
4,106
+34
+0.8% +$3.13K 0.22% 66
2025
Q2 		$355K Buy
4,072
+587
+17% +$49.8K 0.23% 66
2025
Q1 		$313K Sell
3,485
-164
-4% -$14.7K 0.24% 64
2024
Q4 		$292K Sell
3,649
-59
-2% -$5.11K 0.22% 68
2024
Q3 		$334K Sell
3,708
-427
-10% -$35.9K 0.26% 66
2024
Q2 		$325K Buy
4,135
+977
+31% +$80.1K 0.27% 61
2024
Q1 		$275K Buy
3,158
+618
+24% +$52.7K 0.22% 66
2023
Q4 		$209K Sell
2,540
-320
-11% -$24.4K 0.19% 56
2023
Q3 		$224K Buy
2,860
+29
+1% +$2.43K 0.31% 43
2023
Q2 		$249K Buy
2,831
+3
+0.1% +$258 0.34% 40
2023
Q1 		$228K Buy
+2,828
New +$230K 0.26% 41
2022
Q4 		– Sell
-2,046
Closed -$165K – 129
2022
Q3 		$165K Sell
2,046
-628
-23% -$56.4K 0.22% 51
2022
Q2 		$240K Buy
2,674
+466
+21% +$47.2K 0.35% 42
2022
Q1 		$245K Buy
2,208
+415
+23% +$43.8K 0.24% 41
2021
Q4 		$185K Buy
1,793
+73
+4% +$8.45K 0.23% 53
2021
Q3 		$216K Buy
1,720
+37
+2% +$4.79K 0.3% 38
2021
Q2 		$209K Buy
1,683
+24
+1% +$3.01K 0.28% 41
2021
Q1 		$196K Sell
1,659
-48
-3% -$5.63K 0.34% 41
2020
Q4 		$200K Buy
+1,707
New +$188K 0.56% 37

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

Sage Private Wealth Group's MDT Position: Q1 2026 in Review

Sage Private Wealth Group sold out of Medtronic (MDT) in Q1 2026, closing a stake of 4,049 shares — an estimated $389K sold.

Sage Private Wealth Group first reported a position in MDT in Q4 2020 and held it in 20 quarters. The position peaked at $391K in Q3 2025. 2,229 funds tracked by Wall St. Rank hold MDT as of Q1 2026.

  • Sage Private Wealth Group reported no remaining Medtronic position as of Q1 2026 after selling out during the quarter.
  • Sage Private Wealth Group sold 4,049 Medtronic shares in Q1 2026, an estimated $389K.
  • Sage Private Wealth Group first reported a position in Medtronic in Q4 2020 and held it in 20 quarters.
  • Sage Private Wealth Group's Medtronic position peaked at $391K in Q3 2025.
  • 2,229 funds tracked by Wall St. Rank held Medtronic as of Q1 2026.

Based on Sage Private Wealth Group's 13F filing for Q1 2026, filed 1 May 2026.