Valley Wealth Managers’s Medtronic MDT Stock Holding History

Valley Wealth Managers’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	$4.46M	Buy	51,430 +51,122	+16,598%	+$4.9M	0.29%	82
2025 Q4	$29.6K	Hold	308	–	–	﹤0.01%	241
2025 Q3	$29.3K	Buy	+308	New	+$28.3K	﹤0.01%	230
2023 Q2	–	Sell	-121	Closed	-$9.76K	–	352
2023 Q1	$9.76K	Buy	+121	New	+$9.86K	﹤0.01%	286
2022 Q4	–	Sell	-200	Closed	-$16K	–	420
2022 Q3	$16K	Buy	+200	New	+$18K	﹤0.01%	302
2017 Q1	–	Sell	-20	Closed	-$1K	–	230
2016 Q4	$1K	Buy	+20	New	+$1.57K	﹤0.01%	245
2013 Q3	–	Sell	-8,755	Closed	-$451K	–	102
2013 Q2	$451K	Buy	+8,755	New	+$433K	0.1%	86

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

Valley Wealth Managers's MDT Position: Q1 2026 in Review

Valley Wealth Managers increased its Medtronic (MDT) stake by 16,598% in Q1 2026, buying an estimated $4.9M and bringing the position to 51,430 shares worth $4.46M. The position accounts for 0.29% of the portfolio, ranked #82.

Valley Wealth Managers first reported a position in MDT in Q2 2013 and has held it in 7 quarters since. 2,229 funds tracked by Wall St. Rank hold MDT as of Q1 2026.

Valley Wealth Managers held 51,430 shares of Medtronic worth $4.46M as of Q1 2026.
Valley Wealth Managers bought 51,122 Medtronic shares in Q1 2026, an estimated $4.9M.
Medtronic made up 0.29% of Valley Wealth Managers's portfolio in Q1 2026, its #82 holding.
Valley Wealth Managers first reported a position in Medtronic in Q2 2013 and has held it in 7 quarters since.
2,229 funds tracked by Wall St. Rank held Medtronic as of Q1 2026.

Based on Valley Wealth Managers's 13F filing for Q1 2026, filed 6 May 2026.