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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
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 $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

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

Sagespring Wealth Partners increased its Medtronic (MDT) stake by 14% in Q1 2026, buying an estimated $422K and bringing the position to 36,327 shares worth $3.15M. The position accounts for 0.06% of the portfolio, ranked #154.

Sagespring Wealth Partners first reported a position in MDT in Q4 2024 and has held it in 6 quarters since. 2,231 funds tracked by Wall St. Rank hold MDT as of Q1 2026.

  • Sagespring Wealth Partners held 36,327 shares of Medtronic worth $3.15M as of Q1 2026.
  • Sagespring Wealth Partners bought 4,410 Medtronic shares in Q1 2026, an estimated $422K.
  • Medtronic made up 0.06% of Sagespring Wealth Partners's portfolio in Q1 2026, its #154 holding.
  • Sagespring Wealth Partners first reported a position in Medtronic in Q4 2024 and has held it in 6 quarters since.
  • 2,231 funds tracked by Wall St. Rank held Medtronic as of Q1 2026.

Based on Sagespring Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.