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Sagespring Wealth Partners’s Medtronic MDT Stock Holding History

Sagespring 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
Q2 		$933K Sell
11,922
-24,405
-67% -$1.97M 0.01% 365
2026
Q1 		$3.15M Buy
36,327
+4,410
+14% +$422K 0.06% 154
2025
Q4 		$3.07M Buy
31,917
+2,531
+9% +$246K 0.06% 151
2025
Q3 		$2.8M Buy
29,386
+5,008
+21% +$460K 0.05% 150
2025
Q2 		$2.13M Buy
24,378
+1,900
+8% +$161K 0.05% 167
2025
Q1 		$2.02M Buy
22,478
+4,794
+27% +$429K 0.05% 155
2024
Q4 		$1.41M Buy
+17,684
New +$1.53M 0.04% 175

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

Sagespring Wealth Partners's MDT Position: Q2 2026 in Review

Sagespring Wealth Partners reduced its Medtronic (MDT) stake by 67% in Q2 2026, selling an estimated $1.97M and leaving 11,922 shares worth $933K. The position accounts for 0.01% of the portfolio, ranked #365.

Sagespring Wealth Partners first reported a position in MDT in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.15M in Q1 2026. 2,140 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • Sagespring Wealth Partners held 11,922 shares of Medtronic worth $933K as of Q2 2026.
  • Sagespring Wealth Partners sold 24,405 Medtronic shares in Q2 2026, an estimated $1.97M.
  • Medtronic made up 0.01% of Sagespring Wealth Partners's portfolio in Q2 2026, its #365 holding.
  • Sagespring Wealth Partners first reported a position in Medtronic in Q4 2024 and has held it in 7 quarters since.
  • Sagespring Wealth Partners's Medtronic position peaked at $3.15M in Q1 2026.
  • 2,140 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Sagespring Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.