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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
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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $315B AUM 27.84% 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

SHP Wealth Management's MDT Position: Q1 2026 in Review

SHP Wealth Management reduced its Medtronic (MDT) stake by 31% in Q1 2026, selling an estimated $32.9K and leaving 763 shares worth $66.1K. The position accounts for 0.01% of the portfolio, ranked #443.

SHP Wealth Management first reported a position in MDT in Q4 2025 and has held it in 2 quarters since. The position peaked at $106K in Q4 2025. 2,238 funds tracked by Wall St. Rank hold MDT as of Q1 2026.

  • SHP Wealth Management held 763 shares of Medtronic worth $66.1K as of Q1 2026.
  • SHP Wealth Management sold 343 Medtronic shares in Q1 2026, an estimated $32.9K.
  • Medtronic made up 0.01% of SHP Wealth Management's portfolio in Q1 2026, its #443 holding.
  • SHP Wealth Management first reported a position in Medtronic in Q4 2025 and has held it in 2 quarters since.
  • SHP Wealth Management's Medtronic position peaked at $106K in Q4 2025.
  • 2,238 funds tracked by Wall St. Rank held Medtronic as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.