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Tradition Wealth Management’s Medtronic MDT Stock Holding History

Tradition Wealth Management’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 		$1.45M Sell
16,728
-129
-0.8% -$12.4K 0.1% 167
2025
Q4 		$1.62M Sell
16,857
-399
-2% -$38.8K 0.12% 152
2025
Q3 		$1.64M Sell
17,256
-957
-5% -$88K 0.12% 150
2025
Q2 		$1.59M Sell
18,213
-368
-2% -$31.2K 0.13% 148
2025
Q1 		$1.67M Buy
18,581
+326
+2% +$29.2K 0.15% 132
2024
Q4 		$1.46M Sell
18,255
-1,078
-6% -$93.3K 0.13% 138
2024
Q3 		$1.74M Sell
19,333
-1,895
-9% -$159K 0.16% 117
2024
Q2 		$1.67M Sell
21,228
-187
-0.9% -$15.3K 0.16% 117
2024
Q1 		$1.87M Buy
21,415
+1,808
+9% +$154K 0.19% 106
2023
Q4 		$1.61M Buy
19,607
+319
+2% +$24.3K 0.17% 106
2023
Q3 		$1.51M Buy
19,288
+3,788
+24% +$317K 0.18% 99
2023
Q2 		$1.37M Buy
15,500
+1,175
+8% +$101K 0.16% 107
2023
Q1 		$1.16M Buy
14,325
+1,388
+11% +$113K 0.14% 107
2022
Q4 		$1M Sell
12,937
-544
-4% -$44.1K 0.14% 106
2022
Q3 		$1.09M Buy
13,481
+696
+5% +$62.5K 0.16% 103
2022
Q2 		$1.15M Sell
12,785
-567
-4% -$57.5K 0.17% 103
2022
Q1 		$1.48M Buy
13,352
+63
+0.5% +$6.66K 0.19% 106
2021
Q4 		$1.38M Sell
13,289
-998
-7% -$116K 0.17% 115
2021
Q3 		$1.79M Buy
14,287
+155
+1% +$20.1K 0.25% 91
2021
Q2 		$1.75M Buy
+14,132
New +$1.77M 0.26% 93

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

Tradition Wealth Management's MDT Position: Q1 2026 in Review

Tradition Wealth Management reduced its Medtronic (MDT) stake by 0.77% in Q1 2026, selling an estimated $12.4K and leaving 16,728 shares worth $1.45M. The position accounts for 0.1% of the portfolio, ranked #167.

Tradition Wealth Management first reported a position in MDT in Q2 2021 and has held it in 20 quarters since. The position peaked at $1.87M in Q1 2024. 2,229 funds tracked by Wall St. Rank hold MDT as of Q1 2026.

  • Tradition Wealth Management held 16,728 shares of Medtronic worth $1.45M as of Q1 2026.
  • Tradition Wealth Management sold 129 Medtronic shares in Q1 2026, an estimated $12.4K.
  • Medtronic made up 0.1% of Tradition Wealth Management's portfolio in Q1 2026, its #167 holding.
  • Tradition Wealth Management first reported a position in Medtronic in Q2 2021 and has held it in 20 quarters since.
  • Tradition Wealth Management's Medtronic position peaked at $1.87M in Q1 2024.
  • 2,229 funds tracked by Wall St. Rank held Medtronic as of Q1 2026.

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