Twin City Private Wealth’s Medtronic MDT Stock Holding History

Twin City Private 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	$2.44M	Buy	27,901 +450	+2%	+$43.1K	1.85%	19
2025 Q4	$2.66M	Sell	27,451 -1,256	-4%	-$122K	2.01%	13
2025 Q3	$2.75M	Buy	28,707 +8	+0%	+$735	2.15%	12
2025 Q2	$2.52M	Buy	28,699 +979	+4%	+$83K	2.06%	11
2025 Q1	$2.51M	Sell	27,720 -640	-2%	-$57.3K	2.21%	10
2024 Q4	$2.29M	Buy	28,360 +2,281	+9%	+$197K	2.02%	16
2024 Q3	$2.37M	Sell	26,079 -1,373	-5%	-$116K	2.05%	11
2024 Q2	$2.18M	Buy	27,452 +668	+2%	+$54.8K	2.06%	13
2024 Q1	$2.35M	Buy	+26,784	New	+$2.29M	2.32%	7

Other funds holding MDT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Twin City Private Wealth's MDT Position: Q1 2026 in Review

Twin City Private Wealth increased its Medtronic (MDT) stake by 1.6% in Q1 2026, buying an estimated $43.1K and bringing the position to 27,901 shares worth $2.44M. The position accounts for 1.85% of the portfolio, ranked #19.

Twin City Private Wealth first reported a position in MDT in Q1 2024 and has held it in 9 quarters since. The position peaked at $2.75M in Q3 2025. 2,231 funds tracked by Wall St. Rank hold MDT as of Q1 2026.

Twin City Private Wealth held 27,901 shares of Medtronic worth $2.44M as of Q1 2026.
Twin City Private Wealth bought 450 Medtronic shares in Q1 2026, an estimated $43.1K.
Medtronic made up 1.85% of Twin City Private Wealth's portfolio in Q1 2026, its #19 holding.
Twin City Private Wealth first reported a position in Medtronic in Q1 2024 and has held it in 9 quarters since.
Twin City Private Wealth's Medtronic position peaked at $2.75M in Q3 2025.
2,231 funds tracked by Wall St. Rank held Medtronic as of Q1 2026.

Based on Twin City Private Wealth's 13F filing for Q1 2026, filed 24 Apr 2026.