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ViaWealth’s Medtronic MDT Stock Holding History

ViaWealth’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 		$1.18M Sell
15,046
-2,404
-14% -$194K 0.59% 43
2026
Q1 		$1.51M Sell
17,450
-500
-3% -$47.9K 0.84% 34
2025
Q4 		$1.72M Sell
17,950
-2,025
-10% -$197K 0.97% 29
2025
Q3 		$1.9M Buy
19,975
+185
+0.9% +$17K 1.04% 24
2025
Q2 		$1.73M Buy
19,790
+780
+4% +$66.1K 1.02% 23
2025
Q1 		$1.71M Buy
19,010
+100
+0.5% +$8.95K 1.05% 23
2024
Q4 		$1.51M Sell
18,910
-300
-2% -$26K 0.91% 29
2024
Q3 		$1.73M Buy
19,210
+1,365
+8% +$115K 1.01% 26
2024
Q2 		$1.4M Buy
17,845
+2,105
+13% +$173K 0.87% 29
2024
Q1 		$1.37M Buy
15,740
+700
+5% +$59.7K 0.86% 30
2023
Q4 		$1.24M Buy
15,040
+2,050
+16% +$156K 0.85% 30
2023
Q3 		$1.02M Buy
12,990
+1,535
+13% +$128K 0.75% 36
2023
Q2 		$1.01M Sell
11,455
-630
-5% -$54.2K 0.75% 37
2023
Q1 		$974K Buy
12,085
+390
+3% +$31.8K 0.77% 34
2022
Q4 		$907K Buy
+11,695
New +$948K 0.75% 35

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

ViaWealth's MDT Position: Q2 2026 in Review

ViaWealth reduced its Medtronic (MDT) stake by 14% in Q2 2026, selling an estimated $194K and leaving 15,046 shares worth $1.18M. The position accounts for 0.59% of the portfolio, ranked #43.

ViaWealth first reported a position in MDT in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.9M in Q3 2025. 2,138 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • ViaWealth held 15,046 shares of Medtronic worth $1.18M as of Q2 2026.
  • ViaWealth sold 2,404 Medtronic shares in Q2 2026, an estimated $194K.
  • Medtronic made up 0.59% of ViaWealth's portfolio in Q2 2026, its #43 holding.
  • ViaWealth first reported a position in Medtronic in Q4 2022 and has held it in 15 quarters since.
  • ViaWealth's Medtronic position peaked at $1.9M in Q3 2025.
  • 2,138 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on ViaWealth's 13F filing for Q2 2026, filed 11 Aug 2026.