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Tower Wealth Partners’s Medtronic MDT Stock Holding History

Tower Wealth Partners’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 		$339K Buy
+3,910
New +$375K 0.19% 58
2025
Q3 		– Sell
-2,570
Closed -$224K – 95
2025
Q2 		$224K Buy
+2,570
New +$218K 0.13% 76
2021
Q4 		– Sell
-1,849
Closed -$232K – 51
2021
Q3 		$232K Buy
1,849
+46
+3% +$5.95K 0.24% 44
2021
Q2 		$224K Buy
+1,803
New +$226K 0.25% 45

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

Tower Wealth Partners's MDT Position: Q1 2026 in Review

Tower Wealth Partners opened a new position in Medtronic (MDT) in Q1 2026: 3,910 shares worth $339K. The stake represents 0.19% of the portfolio and ranks #58 among its holdings. This is a return to the name: Tower Wealth Partners previously reported a position in MDT as recently as Q2 2025.

Tower Wealth Partners first reported a position in MDT in Q2 2021 and has held it in 4 quarters since. 2,230 funds tracked by Wall St. Rank hold MDT as of Q1 2026.

  • Tower Wealth Partners held 3,910 shares of Medtronic worth $339K as of Q1 2026.
  • Medtronic was a new Tower Wealth Partners position in Q1 2026.
  • Medtronic made up 0.19% of Tower Wealth Partners's portfolio in Q1 2026, its #58 holding.
  • Tower Wealth Partners first reported a position in Medtronic in Q2 2021 and has held it in 4 quarters since.
  • 2,230 funds tracked by Wall St. Rank held Medtronic as of Q1 2026.

Based on Tower Wealth Partners's 13F filing for Q1 2026, filed 8 May 2026.