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 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 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

ViaWealth's MDT Position: Q1 2026 in Review

ViaWealth reduced its Medtronic (MDT) stake by 2.8% in Q1 2026, selling an estimated $47.9K and leaving 17,450 shares worth $1.51M. The position accounts for 0.84% of the portfolio, ranked #34.

ViaWealth first reported a position in MDT in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.9M in Q3 2025. 2,229 funds tracked by Wall St. Rank hold MDT as of Q1 2026.

ViaWealth held 17,450 shares of Medtronic worth $1.51M as of Q1 2026.
ViaWealth sold 500 Medtronic shares in Q1 2026, an estimated $47.9K.
Medtronic made up 0.84% of ViaWealth's portfolio in Q1 2026, its #34 holding.
ViaWealth first reported a position in Medtronic in Q4 2022 and has held it in 14 quarters since.
ViaWealth's Medtronic position peaked at $1.9M in Q3 2025.
2,229 funds tracked by Wall St. Rank held Medtronic as of Q1 2026.

Based on ViaWealth's 13F filing for Q1 2026, filed 11 May 2026.