SWM
MDT icon

SHP Wealth Management’s Medtronic MDT Stock Holding History

SHP 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
Q2 		$51.8K Sell
663
-100
-13% -$8.07K ﹤0.01% 536
2026
Q1 		$66.1K Sell
763
-343
-31% -$32.9K 0.01% 443
2025
Q4 		$106K Buy
+1,106
New +$107K 0.01% 340

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 $3.38T AUM 44.17% 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

SHP Wealth Management's MDT Position: Q2 2026 in Review

SHP Wealth Management reduced its Medtronic (MDT) stake by 13% in Q2 2026, selling an estimated $8.07K and leaving 663 shares worth $51.8K. The position accounts for ﹤0.01% of the portfolio, ranked #536.

SHP Wealth Management first reported a position in MDT in Q4 2025 and has held it in 3 quarters since. The position peaked at $106K in Q4 2025. 2,146 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • SHP Wealth Management held 663 shares of Medtronic worth $51.8K as of Q2 2026.
  • SHP Wealth Management sold 100 Medtronic shares in Q2 2026, an estimated $8.07K.
  • Medtronic made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #536 holding.
  • SHP Wealth Management first reported a position in Medtronic in Q4 2025 and has held it in 3 quarters since.
  • SHP Wealth Management's Medtronic position peaked at $106K in Q4 2025.
  • 2,146 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.