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Twin Peaks Wealth Advisors’s Medtronic MDT Stock Holding History

Twin Peaks Wealth Advisors’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 		$90.6K Buy
+1,046
New +$100K 0.02% 308
2025
Q3 		– Sell
-924
Closed -$85.1K – 1323
2025
Q2 		$85.1K Buy
+924
New +$78.4K 0.03% 257

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

Twin Peaks Wealth Advisors's MDT Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in Medtronic (MDT) in Q1 2026: 1,046 shares worth $90.6K. The stake represents 0.02% of the portfolio and ranks #308 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in MDT as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in MDT in Q2 2025 and has held it in 2 quarters since. 2,229 funds tracked by Wall St. Rank hold MDT as of Q1 2026.

  • Twin Peaks Wealth Advisors held 1,046 shares of Medtronic worth $90.6K as of Q1 2026.
  • Medtronic was a new Twin Peaks Wealth Advisors position in Q1 2026.
  • Medtronic made up 0.02% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #308 holding.
  • Twin Peaks Wealth Advisors first reported a position in Medtronic in Q2 2025 and has held it in 2 quarters since.
  • 2,229 funds tracked by Wall St. Rank held Medtronic as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.