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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
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
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

WCG Wealth Advisors's MDT Position: Q1 2026 in Review

WCG Wealth Advisors increased its Medtronic (MDT) stake by 13% in Q1 2026, buying an estimated $839K and bringing the position to 76,536 shares worth $6.63M. The position accounts for 0.19% of the portfolio, ranked #122.

WCG Wealth Advisors first reported a position in MDT in Q4 2023 and has held it in 10 quarters since. 2,229 funds tracked by Wall St. Rank hold MDT as of Q1 2026.

  • WCG Wealth Advisors held 76,536 shares of Medtronic worth $6.63M as of Q1 2026.
  • WCG Wealth Advisors bought 8,756 Medtronic shares in Q1 2026, an estimated $839K.
  • Medtronic made up 0.19% of WCG Wealth Advisors's portfolio in Q1 2026, its #122 holding.
  • WCG Wealth Advisors first reported a position in Medtronic in Q4 2023 and has held it in 10 quarters since.
  • 2,229 funds tracked by Wall St. Rank held Medtronic as of Q1 2026.

Based on WCG Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.