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Waypoint Wealth Counsel’s Medtronic MDT Stock Holding History

Waypoint Wealth Counsel’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
-5,819
Closed -$559K – 265
2025
Q4 		$559K Buy
5,819
+278
+5% +$27K 0.21% 93
2025
Q3 		$528K Buy
+5,541
New +$509K 0.21% 89

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

Waypoint Wealth Counsel's MDT Position: Q1 2026 in Review

Waypoint Wealth Counsel sold out of Medtronic (MDT) in Q1 2026, closing a stake of 5,819 shares — an estimated $559K sold.

Waypoint Wealth Counsel first reported a position in MDT in Q3 2025 and held it in 2 quarters. The position peaked at $559K in Q4 2025. 2,244 funds tracked by Wall St. Rank hold MDT as of Q1 2026.

  • Waypoint Wealth Counsel reported no remaining Medtronic position as of Q1 2026 after selling out during the quarter.
  • Waypoint Wealth Counsel sold 5,819 Medtronic shares in Q1 2026, an estimated $559K.
  • Waypoint Wealth Counsel first reported a position in Medtronic in Q3 2025 and held it in 2 quarters.
  • Waypoint Wealth Counsel's Medtronic position peaked at $559K in Q4 2025.
  • 2,244 funds tracked by Wall St. Rank held Medtronic as of Q1 2026.

Based on Waypoint Wealth Counsel's 13F filing for Q1 2026, filed 23 Apr 2026.