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Uniting Wealth Partners’s Medtronic MDT Stock Holding History

Uniting 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 		– Sell
-2,922
Closed -$255K – 214
2026
Q1 		$255K Buy
2,922
+519
+22% +$49.7K 0.05% 169
2025
Q4 		$233K Buy
2,403
+23
+1% +$2.23K 0.07% 139
2025
Q3 		$228K Buy
+2,380
New +$219K 0.05% 169

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 $3.38T AUM 44.17% 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

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

Uniting Wealth Partners sold out of Medtronic (MDT) in Q2 2026, closing a stake of 2,922 shares — an estimated $255K sold.

Uniting Wealth Partners first reported a position in MDT in Q3 2025 and held it in 3 quarters. The position peaked at $255K in Q1 2026. 2,146 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • Uniting Wealth Partners reported no remaining Medtronic position as of Q2 2026 after selling out during the quarter.
  • Uniting Wealth Partners sold 2,922 Medtronic shares in Q2 2026, an estimated $255K.
  • Uniting Wealth Partners first reported a position in Medtronic in Q3 2025 and held it in 3 quarters.
  • Uniting Wealth Partners's Medtronic position peaked at $255K in Q1 2026.
  • 2,146 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Uniting Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.