Sax Wealth Advisors’s Medtronic MDT Stock Holding History

Sax Wealth Advisors’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	$497K	Buy	5,736 +2,441	+74%	+$197K	0.02%	341
2026 Q1	$317K	Sell	3,295 -86	-3%	-$8.24K	0.02%	371
2025 Q4	$325K	Buy	+3,381	New	+$328K	0.02%	376
2021 Q4	–	Sell	-1,700	Closed	-$213K	–	184
2021 Q3	$213K	Hold	1,700	–	–	0.05%	161
2021 Q2	$211K	Hold	1,700	–	–	0.07%	148
2021 Q1	$201K	Buy	+1,700	New	+$199K	0.07%	143

Other funds holding MDT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Sax Wealth Advisors's MDT Position: Q2 2026 in Review

Sax Wealth Advisors increased its Medtronic (MDT) stake by 74% in Q2 2026, buying an estimated $197K and bringing the position to 5,736 shares worth $497K. The position accounts for 0.02% of the portfolio, ranked #341.

Sax Wealth Advisors first reported a position in MDT in Q1 2021 and has held it in 6 quarters since. 2,128 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

Sax Wealth Advisors held 5,736 shares of Medtronic worth $497K as of Q2 2026.
Sax Wealth Advisors bought 2,441 Medtronic shares in Q2 2026, an estimated $197K.
Medtronic made up 0.02% of Sax Wealth Advisors's portfolio in Q2 2026, its #341 holding.
Sax Wealth Advisors first reported a position in Medtronic in Q1 2021 and has held it in 6 quarters since.
2,128 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.