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Wagner Wealth Management (Pennsylvania)’s Medtronic MDT Stock Holding History

Wagner Wealth Management (Pennsylvania)’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 		– Sell
-4,178
Closed -$401K – 121
2025
Q4 		$401K Buy
+4,178
New +$406K 0.4% 87

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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
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

Wagner Wealth Management (Pennsylvania)'s MDT Position: Q1 2026 in Review

Wagner Wealth Management (Pennsylvania) sold out of Medtronic (MDT) in Q1 2026, closing a stake of 4,178 shares — an estimated $401K sold.

Wagner Wealth Management (Pennsylvania) first reported a position in MDT in Q4 2025 and held it in 1 quarter. The position peaked at $401K in Q4 2025. 2,244 funds tracked by Wall St. Rank hold MDT as of Q1 2026.

  • Wagner Wealth Management (Pennsylvania) reported no remaining Medtronic position as of Q1 2026 after selling out during the quarter.
  • Wagner Wealth Management (Pennsylvania) sold 4,178 Medtronic shares in Q1 2026, an estimated $401K.
  • Wagner Wealth Management (Pennsylvania) first reported a position in Medtronic in Q4 2025 and held it in 1 quarter.
  • Wagner Wealth Management (Pennsylvania)'s Medtronic position peaked at $401K in Q4 2025.
  • 2,244 funds tracked by Wall St. Rank held Medtronic as of Q1 2026.

Based on Wagner Wealth Management (Pennsylvania)'s 13F filing for Q1 2026, filed 5 May 2026.