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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
Q2 		$1.31M Buy
16,716
+1,780
+12% +$144K 0.04% 364
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
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

Simplicity Wealth's MDT Position: Q2 2026 in Review

Simplicity Wealth increased its Medtronic (MDT) stake by 12% in Q2 2026, buying an estimated $144K and bringing the position to 16,716 shares worth $1.31M. The position accounts for 0.04% of the portfolio, ranked #364.

Simplicity Wealth first reported a position in MDT in Q4 2023 and has held it in 11 quarters since. The position peaked at $6.31M in Q1 2024. 2,134 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • Simplicity Wealth held 16,716 shares of Medtronic worth $1.31M as of Q2 2026.
  • Simplicity Wealth bought 1,780 Medtronic shares in Q2 2026, an estimated $144K.
  • Medtronic made up 0.04% of Simplicity Wealth's portfolio in Q2 2026, its #364 holding.
  • Simplicity Wealth first reported a position in Medtronic in Q4 2023 and has held it in 11 quarters since.
  • Simplicity Wealth's Medtronic position peaked at $6.31M in Q1 2024.
  • 2,134 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.