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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
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 $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

Trajan Wealth's MDT Position: Q1 2026 in Review

Trajan Wealth increased its Medtronic (MDT) stake by 11% in Q1 2026, buying an estimated $577K and bringing the position to 62,196 shares worth $5.39M. The position accounts for 0.22% of the portfolio, ranked #86.

Trajan Wealth first reported a position in MDT in Q1 2024 and has held it in 9 quarters since. The position peaked at $5.4M in Q4 2025. 2,229 funds tracked by Wall St. Rank hold MDT as of Q1 2026.

  • Trajan Wealth held 62,196 shares of Medtronic worth $5.39M as of Q1 2026.
  • Trajan Wealth bought 6,018 Medtronic shares in Q1 2026, an estimated $577K.
  • Medtronic made up 0.22% of Trajan Wealth's portfolio in Q1 2026, its #86 holding.
  • Trajan Wealth first reported a position in Medtronic in Q1 2024 and has held it in 9 quarters since.
  • Trajan Wealth's Medtronic position peaked at $5.4M in Q4 2025.
  • 2,229 funds tracked by Wall St. Rank held Medtronic as of Q1 2026.

Based on Trajan Wealth's 13F filing for Q1 2026, filed 14 May 2026.