Talisman Wealth Advisors’s Medtronic MDT Stock Holding History

Talisman Wealth Advisors’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	–	Sell	-2,678	Closed	-$257K	–	113
2025 Q4	$257K	Sell	2,678 -114	-4%	-$11.1K	0.2%	94
2025 Q3	$266K	Buy	2,792 +14	+0.5%	+$1.29K	0.22%	93
2025 Q2	$242K	Buy	+2,778	New	+$236K	0.22%	94
2024 Q1	–	Sell	-2,520	Closed	-$208K	–	91
2023 Q4	$208K	Sell	2,520 -252	-9%	-$19.2K	0.31%	83
2023 Q3	$217K	Buy	2,772 +88	+3%	+$7.37K	0.38%	79
2023 Q2	$236K	Sell	2,684 -279	-9%	-$24K	0.4%	76
2023 Q1	$239K	Buy	+2,963	New	+$241K	0.43%	75

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

Talisman Wealth Advisors's MDT Position: Q1 2026 in Review

Talisman Wealth Advisors sold out of Medtronic (MDT) in Q1 2026, closing a stake of 2,678 shares — an estimated $257K sold.

Talisman Wealth Advisors first reported a position in MDT in Q1 2023 and held it in 7 quarters. The position peaked at $266K in Q3 2025. 2,229 funds tracked by Wall St. Rank hold MDT as of Q1 2026.

Talisman Wealth Advisors reported no remaining Medtronic position as of Q1 2026 after selling out during the quarter.
Talisman Wealth Advisors sold 2,678 Medtronic shares in Q1 2026, an estimated $257K.
Talisman Wealth Advisors first reported a position in Medtronic in Q1 2023 and held it in 7 quarters.
Talisman Wealth Advisors's Medtronic position peaked at $266K in Q3 2025.
2,229 funds tracked by Wall St. Rank held Medtronic as of Q1 2026.

Based on Talisman Wealth Advisors's 13F filing for Q1 2026, filed 15 May 2026.