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Wealth Alliance’s Medtronic MDT Stock Holding History

Wealth Alliance’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 		$888K Buy
10,250
+5,745
+128% +$550K 0.09% 201
2025
Q4 		$433K Buy
4,505
+376
+9% +$36.5K 0.04% 338
2025
Q3 		$393K Sell
4,129
-323
-7% -$29.7K 0.04% 359
2025
Q2 		$388K Buy
4,452
+242
+6% +$20.5K 0.04% 348
2025
Q1 		$378K Buy
4,210
+115
+3% +$10.3K 0.05% 338
2024
Q4 		$327K Sell
4,095
-688
-14% -$59.6K 0.04% 360
2024
Q3 		$431K Sell
4,783
-570
-11% -$48K 0.05% 303
2024
Q2 		$421K Buy
5,353
+321
+6% +$26.3K 0.05% 283
2024
Q1 		$439K Sell
5,032
-7,155
-59% -$611K 0.06% 297
2023
Q4 		$1M Sell
12,187
-1,528
-11% -$116K 0.14% 144
2023
Q3 		$1.07M Buy
13,715
+50
+0.4% +$4.19K 0.17% 122
2023
Q2 		$1.2M Sell
13,665
-338
-2% -$29.1K 0.18% 120
2023
Q1 		$1.13M Buy
14,003
+3,005
+27% +$245K 0.18% 125
2022
Q4 		$855K Buy
10,998
+27
+0.2% +$2.19K 0.15% 156
2022
Q3 		$886K Buy
10,971
+1,532
+16% +$138K 0.17% 130
2022
Q2 		$847K Sell
9,439
-887
-9% -$89.9K 0.16% 148
2022
Q1 		$1.15M Buy
10,326
+448
+5% +$47.3K 0.23% 94
2021
Q4 		$1.02M Sell
9,878
-433
-4% -$50.1K 0.21% 113
2021
Q3 		$1.29M Buy
10,311
+423
+4% +$54.7K 0.29% 72
2021
Q2 		$1.23M Buy
9,888
+855
+9% +$107K 0.29% 77
2021
Q1 		$1.07M Sell
9,033
-1,560
-15% -$183K 0.3% 78
2020
Q4 		$1.24M Buy
10,593
+719
+7% +$79.2K 0.37% 59
2020
Q3 		$1.03M Buy
9,874
+323
+3% +$32.4K 0.37% 67
2020
Q2 		$876K Buy
9,551
+1,881
+25% +$180K 0.35% 76
2020
Q1 		$692K Buy
+7,670
New +$816K 0.37% 74

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

Wealth Alliance's MDT Position: Q1 2026 in Review

Wealth Alliance increased its Medtronic (MDT) stake by 128% in Q1 2026, buying an estimated $550K and bringing the position to 10,250 shares worth $888K. The position accounts for 0.09% of the portfolio, ranked #201.

Wealth Alliance first reported a position in MDT in Q1 2020 and has held it in 25 quarters since. The position peaked at $1.29M in Q3 2021. 2,229 funds tracked by Wall St. Rank hold MDT as of Q1 2026.

  • Wealth Alliance held 10,250 shares of Medtronic worth $888K as of Q1 2026.
  • Wealth Alliance bought 5,745 Medtronic shares in Q1 2026, an estimated $550K.
  • Medtronic made up 0.09% of Wealth Alliance's portfolio in Q1 2026, its #201 holding.
  • Wealth Alliance first reported a position in Medtronic in Q1 2020 and has held it in 25 quarters since.
  • Wealth Alliance's Medtronic position peaked at $1.29M in Q3 2021.
  • 2,229 funds tracked by Wall St. Rank held Medtronic as of Q1 2026.

Based on Wealth Alliance's 13F filing for Q1 2026, filed 14 May 2026.