Vertrix Wealth Management’s Medtronic MDT Stock Holding History

Vertrix Wealth Management’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	-37,938	Closed	-$3.29M	–	107
2026 Q1	$3.29M	Buy	+37,938	New	+$3.63M	1.21%	34

Other funds holding MDT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Vertrix Wealth Management's MDT Position: Q2 2026 in Review

Vertrix Wealth Management sold out of Medtronic (MDT) in Q2 2026, closing a stake of 37,938 shares — an estimated $3.29M sold.

Vertrix Wealth Management first reported a position in MDT in Q1 2026 and held it in 1 quarter. The position peaked at $3.29M in Q1 2026. 2,123 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

Vertrix Wealth Management reported no remaining Medtronic position as of Q2 2026 after selling out during the quarter.
Vertrix Wealth Management sold 37,938 Medtronic shares in Q2 2026, an estimated $3.29M.
Vertrix Wealth Management first reported a position in Medtronic in Q1 2026 and held it in 1 quarter.
Vertrix Wealth Management's Medtronic position peaked at $3.29M in Q1 2026.
2,123 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Vertrix Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.