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Spire Wealth Management’s Medtronic MDT Stock Holding History

Spire 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 		$222K Sell
2,835
-878
-24% -$70.8K 0.01% 752
2026
Q1 		$322K Sell
3,713
-1,191
-24% -$114K 0.01% 651
2025
Q4 		$471K Buy
4,904
+1,339
+38% +$130K 0.02% 557
2025
Q3 		$340K Buy
3,565
+249
+8% +$22.9K 0.01% 635
2025
Q2 		$289K Sell
3,316
-50,643
-94% -$4.29M 0.01% 661
2025
Q1 		$4.85M Buy
53,959
+42,110
+355% +$3.77M 0.16% 129
2024
Q4 		$946K Buy
11,849
+2,481
+26% +$215K 0.03% 405
2024
Q3 		$843K Sell
9,368
-1,016
-10% -$85.5K 0.03% 407
2024
Q2 		$817K Sell
10,384
-3,911
-27% -$321K 0.03% 385
2024
Q1 		$1.25M Buy
14,295
+253
+2% +$21.6K 0.02% 333
2023
Q4 		$1.21M Sell
14,042
-689
-5% -$52.5K 0.04% 325
2023
Q3 		$1.15M Buy
14,731
+611
+4% +$51.1K 0.04% 304
2023
Q2 		$1.24M Sell
14,120
-342
-2% -$29.4K 0.05% 307
2023
Q1 		$1.17M Buy
14,462
+6,386
+79% +$520K 0.05% 318
2022
Q4 		$628K Sell
8,076
-1,562
-16% -$127K 0.04% 319
2022
Q3 		$778K Sell
9,638
-4,228
-30% -$380K 0.05% 257
2022
Q2 		$1.25M Sell
13,866
-5,801
-29% -$588K 0.05% 290
2022
Q1 		$2.18M Sell
19,667
-11,443
-37% -$1.21M 0.06% 253
2021
Q4 		$3.21M Buy
31,110
+12,132
+64% +$1.4M 0.07% 232
2021
Q3 		$2.38M Sell
18,978
-125
-0.7% -$16.2K 0.06% 257
2021
Q2 		$2.37M Sell
19,103
-11,235
-37% -$1.41M 0.06% 265
2021
Q1 		$3.57M Buy
+30,338
New +$3.56M 0.09% 192

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

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

Spire Wealth Management reduced its Medtronic (MDT) stake by 24% in Q2 2026, selling an estimated $70.8K and leaving 2,835 shares worth $222K. The position accounts for 0.01% of the portfolio, ranked #752.

Spire Wealth Management first reported a position in MDT in Q1 2021 and has held it in 22 quarters since. The position peaked at $4.85M in Q1 2025. 2,128 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • Spire Wealth Management held 2,835 shares of Medtronic worth $222K as of Q2 2026.
  • Spire Wealth Management sold 878 Medtronic shares in Q2 2026, an estimated $70.8K.
  • Medtronic made up 0.01% of Spire Wealth Management's portfolio in Q2 2026, its #752 holding.
  • Spire Wealth Management first reported a position in Medtronic in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's Medtronic position peaked at $4.85M in Q1 2025.
  • 2,128 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.