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Vance Wealth’s Medtronic MDT Stock Holding History

Vance 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
Q2 		$967K Sell
12,249
-6,604
-35% -$533K 0.22% 58
2026
Q1 		$1.65M Sell
18,853
-58
-0.3% -$5.56K 0.48% 43
2025
Q4 		$1.83M Sell
18,911
-5,255
-22% -$510K 0.54% 43
2025
Q3 		$2.32M Sell
24,166
-183
-0.8% -$16.8K 0.71% 38
2025
Q2 		$2.12M Sell
24,349
-55
-0.2% -$4.66K 0.72% 37
2025
Q1 		$2.19M Sell
24,404
-4,899
-17% -$438K 0.82% 32
2024
Q4 		$2.34M Buy
29,303
+33
+0.1% +$2.86K 0.9% 27
2024
Q3 		$2.64M Sell
29,270
-26,400
-47% -$2.22M 1% 24
2024
Q2 		$4.38M Sell
55,670
-566
-1% -$46.4K 1.8% 13
2024
Q1 		$4.9M Sell
56,236
-20,182
-26% -$1.72M 1.95% 14
2023
Q4 		$6.3M Buy
76,418
+19,473
+34% +$1.48M 2.73% 7
2023
Q3 		$4.46M Sell
56,945
-2,953
-5% -$247K 2.09% 11
2023
Q2 		$5.28M Sell
59,898
-2,692
-4% -$232K 2.4% 10
2023
Q1 		$5.09M Sell
62,590
-258
-0.4% -$21K 2.73% 9
2022
Q4 		$4.88M Buy
62,848
+53,875
+600% +$4.37M 3.05% 8
2022
Q3 		$725K Sell
8,973
-75
-0.8% -$6.74K 0.56% 28
2022
Q2 		$812K Sell
9,048
-1,796
-17% -$182K 0.63% 25
2022
Q1 		$1.2M Buy
10,844
+144
+1% +$15.2K 1.52% 16
2021
Q4 		$1.11M Buy
+10,700
New +$1.24M 1.09% 10

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

Vance Wealth's MDT Position: Q2 2026 in Review

Vance Wealth reduced its Medtronic (MDT) stake by 35% in Q2 2026, selling an estimated $533K and leaving 12,249 shares worth $967K. The position accounts for 0.22% of the portfolio, ranked #58.

Vance Wealth first reported a position in MDT in Q4 2021 and has held it in 19 quarters since. The position peaked at $6.3M in Q4 2023. 2,128 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • Vance Wealth held 12,249 shares of Medtronic worth $967K as of Q2 2026.
  • Vance Wealth sold 6,604 Medtronic shares in Q2 2026, an estimated $533K.
  • Medtronic made up 0.22% of Vance Wealth's portfolio in Q2 2026, its #58 holding.
  • Vance Wealth first reported a position in Medtronic in Q4 2021 and has held it in 19 quarters since.
  • Vance Wealth's Medtronic position peaked at $6.3M in Q4 2023.
  • 2,128 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Vance Wealth's 13F filing for Q2 2026, filed 14 Aug 2026.