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Triad Wealth Partners’s Medtronic MDT Stock Holding History

Triad 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 		$481K Buy
5,553
+1,564
+39% +$126K 0.03% 320
2026
Q1 		$346K Sell
3,989
-488
-11% -$46.8K 0.03% 361
2025
Q4 		$430K Buy
4,477
+1,076
+32% +$105K 0.04% 296
2025
Q3 		$324K Buy
3,401
+628
+23% +$57.7K 0.04% 272
2025
Q2 		$242K Sell
2,773
-362
-12% -$30.7K 0.05% 250
2025
Q1 		$282K Buy
3,135
+362
+13% +$32.4K 0.09% 172
2024
Q4 		$221K Buy
+2,773
New +$240K 0.08% 166
2024
Q3 		– Sell
-2,290
Closed -$180K – 555
2024
Q2 		$180K Buy
+2,290
New +$188K 0.09% 103

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

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

Triad Wealth Partners increased its Medtronic (MDT) stake by 39% in Q2 2026, buying an estimated $126K and bringing the position to 5,553 shares worth $481K. The position accounts for 0.03% of the portfolio, ranked #320.

Triad Wealth Partners first reported a position in MDT in Q2 2024 and has held it in 8 quarters since. 2,134 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • Triad Wealth Partners held 5,553 shares of Medtronic worth $481K as of Q2 2026.
  • Triad Wealth Partners bought 1,564 Medtronic shares in Q2 2026, an estimated $126K.
  • Medtronic made up 0.03% of Triad Wealth Partners's portfolio in Q2 2026, its #320 holding.
  • Triad Wealth Partners first reported a position in Medtronic in Q2 2024 and has held it in 8 quarters since.
  • 2,134 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Triad Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.