Simplicity Wealth’s Medtronic MDT Stock Holding History

Simplicity Wealth’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	$1.29M	Sell	14,936 -1,990	-12%	-$191K	0.07%	246
2025 Q4	$1.63M	Sell	16,926 -4,672	-22%	-$454K	0.1%	202
2025 Q3	$2.06M	Sell	21,598 -17,499	-45%	-$1.61M	0.12%	186
2025 Q2	$3.41M	Buy	39,097 +17,070	+77%	+$1.45M	0.14%	147
2025 Q1	$1.98M	Buy	22,027 +17,617	+399%	+$1.58M	0.15%	154
2024 Q4	$352K	Sell	4,410 -12,266	-74%	-$1.06M	0.07%	208
2024 Q3	$1.5M	Sell	16,676 -55,740	-77%	-$4.69M	0.14%	138
2024 Q2	$5.7M	Buy	72,416 +11	+0%	+$902	0.13%	159
2024 Q1	$6.31M	Buy	72,405 +65,380	+931%	+$5.58M	0.15%	139
2023 Q4	$579K	Buy	+7,025	New	+$535K	0.22%	78

Other funds holding MDT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Simplicity Wealth's MDT Position: Q1 2026 in Review

Simplicity Wealth reduced its Medtronic (MDT) stake by 12% in Q1 2026, selling an estimated $191K and leaving 14,936 shares worth $1.29M. The position accounts for 0.07% of the portfolio, ranked #246.

Simplicity Wealth first reported a position in MDT in Q4 2023 and has held it in 10 quarters since. The position peaked at $6.31M in Q1 2024. 2,229 funds tracked by Wall St. Rank hold MDT as of Q1 2026.

Simplicity Wealth held 14,936 shares of Medtronic worth $1.29M as of Q1 2026.
Simplicity Wealth sold 1,990 Medtronic shares in Q1 2026, an estimated $191K.
Medtronic made up 0.07% of Simplicity Wealth's portfolio in Q1 2026, its #246 holding.
Simplicity Wealth first reported a position in Medtronic in Q4 2023 and has held it in 10 quarters since.
Simplicity Wealth's Medtronic position peaked at $6.31M in Q1 2024.
2,229 funds tracked by Wall St. Rank held Medtronic as of Q1 2026.

Based on Simplicity Wealth's 13F filing for Q1 2026, filed 30 Apr 2026.