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Stone Summit Wealth’s Medtronic MDT Stock Holding History

Stone Summit 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 		$1.91M Buy
22,060
+874
+4% +$83.7K 0.53% 54
2025
Q4 		$2.04M Buy
21,186
+2,495
+13% +$242K 0.55% 53
2025
Q3 		$1.78M Buy
18,691
+1,997
+12% +$184K 0.5% 54
2025
Q2 		$1.46M Sell
16,694
-905
-5% -$76.7K 0.45% 60
2025
Q1 		$1.58M Buy
17,599
+2,580
+17% +$231K 0.54% 58
2024
Q4 		$1.2M Sell
15,019
-1,815
-11% -$157K 0.4% 65
2024
Q3 		$1.52M Sell
16,834
-222
-1% -$18.7K 0.49% 62
2024
Q2 		$1.34M Sell
17,056
-1,970
-10% -$162K 0.48% 60
2024
Q1 		$1.66M Buy
19,026
+1,490
+8% +$127K 0.58% 58
2023
Q4 		$1.44M Sell
17,536
-10,564
-38% -$805K 0.55% 59
2023
Q3 		$2.2M Sell
28,100
-1,660
-6% -$139K 0.94% 35
2023
Q2 		$2.62M Buy
29,760
+370
+1% +$31.9K 1.09% 28
2023
Q1 		$2.37M Buy
29,390
+1,264
+4% +$103K 1.05% 31
2022
Q4 		$2.19M Buy
28,126
+889
+3% +$72.1K 1.07% 28
2022
Q3 		$2.2M Buy
27,237
+1,505
+6% +$135K 1.35% 20
2022
Q2 		$2.31M Buy
25,732
+1,242
+5% +$126K 1.38% 17
2022
Q1 		$2.77M Buy
24,490
+8,515
+53% +$900K 1.55% 17
2021
Q4 		$1.65M Buy
+15,975
New +$1.85M 1.34% 29

Other funds holding MDT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
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
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Stone Summit Wealth's MDT Position: Q1 2026 in Review

Stone Summit Wealth increased its Medtronic (MDT) stake by 4.1% in Q1 2026, buying an estimated $83.7K and bringing the position to 22,060 shares worth $1.91M. The position accounts for 0.53% of the portfolio, ranked #54.

Stone Summit Wealth first reported a position in MDT in Q4 2021 and has held it in 18 quarters since. The position peaked at $2.77M in Q1 2022. 2,229 funds tracked by Wall St. Rank hold MDT as of Q1 2026.

  • Stone Summit Wealth held 22,060 shares of Medtronic worth $1.91M as of Q1 2026.
  • Stone Summit Wealth bought 874 Medtronic shares in Q1 2026, an estimated $83.7K.
  • Medtronic made up 0.53% of Stone Summit Wealth's portfolio in Q1 2026, its #54 holding.
  • Stone Summit Wealth first reported a position in Medtronic in Q4 2021 and has held it in 18 quarters since.
  • Stone Summit Wealth's Medtronic position peaked at $2.77M in Q1 2022.
  • 2,229 funds tracked by Wall St. Rank held Medtronic as of Q1 2026.

Based on Stone Summit Wealth's 13F filing for Q1 2026, filed 23 Apr 2026.