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True Wealth Design’s Medtronic MDT Stock Holding History

True Wealth Design’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 		$111K Buy
1,416
+702
+98% +$56.6K 0.03% 230
2026
Q1 		$61.9K Sell
714
-120
-14% -$11.5K 0.02% 340
2025
Q4 		$80.1K Buy
834
+143
+21% +$13.9K 0.02% 222
2025
Q3 		$65.8K Buy
691
+270
+64% +$24.8K 0.02% 261
2025
Q2 		$36.7K Buy
421
+140
+50% +$11.9K 0.01% 255
2025
Q1 		$25.3K Buy
281
+115
+69% +$10.3K 0.01% 304
2024
Q4 		$13.3K Sell
166
-402
-71% -$34.8K 0.01% 376
2024
Q3 		$51.1K Buy
568
+538
+1,793% +$45.3K 0.02% 144
2024
Q2 		$2.36K Buy
30
+8
+36% +$656 ﹤0.01% 347
2024
Q1 		$1.92K Buy
22
+9
+69% +$768 ﹤0.01% 354
2023
Q4 		$1.07K Buy
13
+2
+18% +$152 ﹤0.01% 349
2023
Q3 		$862 Hold
11
– – ﹤0.01% 338
2023
Q2 		$970 Buy
11
+1
+10% +$86 ﹤0.01% 333
2023
Q1 		$807 Hold
10
– – ﹤0.01% 435
2022
Q4 		$777 Buy
+10
New +$810 ﹤0.01% 372

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

True Wealth Design's MDT Position: Q2 2026 in Review

True Wealth Design increased its Medtronic (MDT) stake by 98% in Q2 2026, buying an estimated $56.6K and bringing the position to 1,416 shares worth $111K. The position accounts for 0.03% of the portfolio, ranked #230.

True Wealth Design first reported a position in MDT in Q4 2022 and has held it in 15 quarters since. 2,128 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • True Wealth Design held 1,416 shares of Medtronic worth $111K as of Q2 2026.
  • True Wealth Design bought 702 Medtronic shares in Q2 2026, an estimated $56.6K.
  • Medtronic made up 0.03% of True Wealth Design's portfolio in Q2 2026, its #230 holding.
  • True Wealth Design first reported a position in Medtronic in Q4 2022 and has held it in 15 quarters since.
  • 2,128 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.