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WCG Wealth Advisors’s Medtronic MDT Stock Holding History

WCG Wealth Advisors’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 		$8.33M Buy
106,498
+29,962
+39% +$2.42M 0.2% 118
2026
Q1 		$6.63M Buy
76,536
+8,756
+13% +$839K 0.19% 122
2025
Q4 		$6.51M Buy
67,780
+40,683
+150% +$3.95M 0.18% 124
2025
Q3 		$2.58M Sell
27,097
-2,378
-8% -$219K 0.16% 125
2025
Q2 		$2.57M Buy
29,475
+1,861
+7% +$158K 0.17% 132
2025
Q1 		$2.48M Sell
27,614
-770
-3% -$68.9K 0.19% 129
2024
Q4 		$2.27M Buy
28,384
+5,606
+25% +$485K 0.15% 142
2024
Q3 		$2.05M Sell
22,778
-596
-3% -$50.1K 0.14% 154
2024
Q2 		$1.84M Buy
23,374
+2,706
+13% +$222K 0.14% 144
2024
Q1 		$1.8M Buy
20,668
+3,738
+22% +$319K 0.15% 131
2023
Q4 		$1.4M Buy
+16,930
New +$1.29M 0.1% 171

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 $3.38T AUM 44.17% 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

WCG Wealth Advisors's MDT Position: Q2 2026 in Review

WCG Wealth Advisors increased its Medtronic (MDT) stake by 39% in Q2 2026, buying an estimated $2.42M and bringing the position to 106,498 shares worth $8.33M. The position accounts for 0.2% of the portfolio, ranked #118.

WCG Wealth Advisors first reported a position in MDT in Q4 2023 and has held it in 11 quarters since. 2,146 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • WCG Wealth Advisors held 106,498 shares of Medtronic worth $8.33M as of Q2 2026.
  • WCG Wealth Advisors bought 29,962 Medtronic shares in Q2 2026, an estimated $2.42M.
  • Medtronic made up 0.2% of WCG Wealth Advisors's portfolio in Q2 2026, its #118 holding.
  • WCG Wealth Advisors first reported a position in Medtronic in Q4 2023 and has held it in 11 quarters since.
  • 2,146 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on WCG Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.