Signature Wealth Management Group’s Medtronic MDT Stock Holding History

Signature Wealth Management Group’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	$1.02M	Buy	+11,829	New	+$1.13M	0.39%	65
2023 Q1	–	Sell	-13,872	Closed	-$1.08M	–	95
2022 Q4	$1.08M	Sell	13,872 -2,530	-15%	-$205K	0.53%	63
2022 Q3	$1.32M	Sell	16,402 -575	-3%	-$51.7K	0.67%	57
2022 Q2	$1.52M	Buy	16,977 +894	+6%	+$90.6K	0.74%	59
2022 Q1	$1.78M	Buy	16,083 +5,992	+59%	+$633K	0.8%	57
2021 Q4	$1.04M	Buy	10,091 +601	+6%	+$69.6K	0.53%	62
2021 Q3	$1.19M	Buy	9,490 +1,087	+13%	+$141K	0.66%	57
2021 Q2	$1.04M	Buy	8,403 +833	+11%	+$105K	0.58%	60
2021 Q1	$894K	Buy	7,570 +597	+9%	+$70K	0.53%	60
2020 Q4	$817K	Buy	6,973 +330	+5%	+$36.3K	0.52%	60
2020 Q3	$690K	Buy	+6,643	New	+$667K	0.5%	59
2018 Q4	–	Sell	-50	Closed	-$4K	–	205
2018 Q3	$4K	Hold	50	–	–	﹤0.01%	268
2018 Q2	$4K	Hold	50	–	–	﹤0.01%	269
2018 Q1	$4K	Buy	+50	New	+$4.12K	﹤0.01%	266

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

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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

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

Signature Wealth Management Group's MDT Position: Q1 2026 in Review

Signature Wealth Management Group opened a new position in Medtronic (MDT) in Q1 2026: 11,829 shares worth $1.02M. The stake represents 0.39% of the portfolio and ranks #65 among its holdings. This is a return to the name: Signature Wealth Management Group previously reported a position in MDT as recently as Q4 2022.

Signature Wealth Management Group first reported a position in MDT in Q1 2018 and has held it in 14 quarters since. The position peaked at $1.78M in Q1 2022. 2,244 funds tracked by Wall St. Rank hold MDT as of Q1 2026.

Signature Wealth Management Group held 11,829 shares of Medtronic worth $1.02M as of Q1 2026.
Medtronic was a new Signature Wealth Management Group position in Q1 2026.
Medtronic made up 0.39% of Signature Wealth Management Group's portfolio in Q1 2026, its #65 holding.
Signature Wealth Management Group first reported a position in Medtronic in Q1 2018 and has held it in 14 quarters since.
Signature Wealth Management Group's Medtronic position peaked at $1.78M in Q1 2022.
2,244 funds tracked by Wall St. Rank held Medtronic as of Q1 2026.

Based on Signature Wealth Management Group's 13F filing for Q1 2026, filed 1 Apr 2026.