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SilverOak Wealth Management’s Medtronic MDT Stock Holding History

SilverOak 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 		– Sell
-2,475
Closed -$214K – 129
2026
Q1 		$214K Sell
2,475
-134
-5% -$12.8K 0.03% 116
2025
Q4 		$251K Buy
+2,609
New +$253K 0.04% 106

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 $3.37T AUM 44.26% 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

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

SilverOak Wealth Management sold out of Medtronic (MDT) in Q2 2026, closing a stake of 2,475 shares — an estimated $214K sold.

SilverOak Wealth Management first reported a position in MDT in Q4 2025 and held it in 2 quarters. The position peaked at $251K in Q4 2025. 2,132 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • SilverOak Wealth Management reported no remaining Medtronic position as of Q2 2026 after selling out during the quarter.
  • SilverOak Wealth Management sold 2,475 Medtronic shares in Q2 2026, an estimated $214K.
  • SilverOak Wealth Management first reported a position in Medtronic in Q4 2025 and held it in 2 quarters.
  • SilverOak Wealth Management's Medtronic position peaked at $251K in Q4 2025.
  • 2,132 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on SilverOak Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.