SteelPeak Wealth’s Medtronic MDT Stock Holding History

SteelPeak 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	$278K	Buy	3,524 +712	+25%	+$57.4K	0.01%	548
2026 Q1	$246K	Sell	2,812 -35,465	-93%	-$3.4M	0.01%	493
2025 Q4	$3.7M	Buy	+38,277	New	+$3.72M	0.12%	132
2025 Q3	–	Sell	-2,498	Closed	-$218K	–	632
2025 Q2	$218K	Buy	+2,498	New	+$212K	0.01%	484
2025 Q1	–	Sell	-2,602	Closed	-$210K	–	637
2024 Q4	$210K	Buy	+2,602	New	+$225K	0.01%	481
2023 Q4	–	Sell	-86,058	Closed	-$6.8M	–	482
2023 Q3	$6.8M	Buy	86,058 +83,358	+3,087%	+$6.98M	0.43%	60
2023 Q2	$240K	Buy	+2,700	New	+$232K	0.01%	369
2023 Q1	–	Sell	-2,720	Closed	-$213K	–	433
2022 Q4	$213K	Buy	+2,720	New	+$220K	0.02%	362
2021 Q2	–	Sell	-6,615	Closed	-$781K	–	454
2021 Q1	$781K	Buy	6,615 +454	+7%	+$53.2K	0.06%	184
2020 Q4	$722K	Buy	+6,161	New	+$678K	0.07%	181
2020 Q1	–	Sell	-2,520	Closed	-$286K	–	280
2019 Q4	$286K	Buy	+2,520	New	+$277K	0.04%	205

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 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

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

SteelPeak Wealth's MDT Position: Q2 2026 in Review

SteelPeak Wealth increased its Medtronic (MDT) stake by 25% in Q2 2026, buying an estimated $57.4K and bringing the position to 3,524 shares worth $278K. The position accounts for 0.01% of the portfolio, ranked #548.

SteelPeak Wealth first reported a position in MDT in Q4 2019 and has held it in 11 quarters since. The position peaked at $6.8M in Q3 2023. 2,128 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

SteelPeak Wealth held 3,524 shares of Medtronic worth $278K as of Q2 2026.
SteelPeak Wealth bought 712 Medtronic shares in Q2 2026, an estimated $57.4K.
Medtronic made up 0.01% of SteelPeak Wealth's portfolio in Q2 2026, its #548 holding.
SteelPeak Wealth first reported a position in Medtronic in Q4 2019 and has held it in 11 quarters since.
SteelPeak Wealth's Medtronic position peaked at $6.8M in Q3 2023.
2,128 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on SteelPeak Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.