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Trajan Wealth’s Medtronic MDT Stock Holding History

Trajan 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
Q2 		– Sell
-62,196
Closed -$5.39M – 159
2026
Q1 		$5.39M Buy
62,196
+6,018
+11% +$577K 0.22% 86
2025
Q4 		$5.4M Buy
56,178
+317
+0.6% +$30.8K 0.22% 76
2025
Q3 		$5.32M Sell
55,861
-127
-0.2% -$11.7K 0.23% 73
2025
Q2 		$4.88M Buy
55,988
+1,246
+2% +$106K 0.24% 78
2025
Q1 		$4.92M Sell
54,742
-4,214
-7% -$377K 0.27% 80
2024
Q4 		$4.71M Buy
58,956
+3,767
+7% +$326K 0.26% 79
2024
Q3 		$4.97M Buy
55,189
+3,938
+8% +$331K 0.29% 74
2024
Q2 		$4.03M Buy
51,251
+1,009
+2% +$82.7K 0.26% 85
2024
Q1 		$4.38M Buy
+50,242
New +$4.29M 0.3% 79

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

Trajan Wealth's MDT Position: Q2 2026 in Review

Trajan Wealth sold out of Medtronic (MDT) in Q2 2026, closing a stake of 62,196 shares — an estimated $5.39M sold.

Trajan Wealth first reported a position in MDT in Q1 2024 and held it in 9 quarters. The position peaked at $5.4M in Q4 2025. 2,134 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • Trajan Wealth reported no remaining Medtronic position as of Q2 2026 after selling out during the quarter.
  • Trajan Wealth sold 62,196 Medtronic shares in Q2 2026, an estimated $5.39M.
  • Trajan Wealth first reported a position in Medtronic in Q1 2024 and held it in 9 quarters.
  • Trajan Wealth's Medtronic position peaked at $5.4M in Q4 2025.
  • 2,134 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Trajan Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.