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Walser Wealth Management’s Medtronic MDT Stock Holding History

Walser 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 		$457K Buy
+5,838
New +$471K 0.19% 121

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

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

Walser Wealth Management opened a new position in Medtronic (MDT) in Q2 2026: 5,838 shares worth $457K. The stake represents 0.19% of the portfolio and ranks #121 among its holdings.

2,123 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • Walser Wealth Management held 5,838 shares of Medtronic worth $457K as of Q2 2026.
  • Medtronic was a new Walser Wealth Management position in Q2 2026.
  • Medtronic made up 0.19% of Walser Wealth Management's portfolio in Q2 2026, its #121 holding.
  • 2,123 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Walser Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.