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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
Q2 		– Sell
-3,910
Closed -$339K – 104
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 $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

Tower Wealth Partners's MDT Position: Q2 2026 in Review

Tower Wealth Partners sold out of Medtronic (MDT) in Q2 2026, closing a stake of 3,910 shares — an estimated $339K sold.

Tower Wealth Partners first reported a position in MDT in Q2 2021 and held it in 4 quarters. The position peaked at $339K in Q1 2026. 2,138 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • Tower Wealth Partners reported no remaining Medtronic position as of Q2 2026 after selling out during the quarter.
  • Tower Wealth Partners sold 3,910 Medtronic shares in Q2 2026, an estimated $339K.
  • Tower Wealth Partners first reported a position in Medtronic in Q2 2021 and held it in 4 quarters.
  • Tower Wealth Partners's Medtronic position peaked at $339K in Q1 2026.
  • 2,138 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Tower Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.