WETS
MDT icon

Wealth Enhancement Trust Services’s Medtronic MDT Stock Holding History

Wealth Enhancement Trust Services’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 		$556K Buy
7,102
+112
+2% +$9.04K 0.06% 202
2026
Q1 		$606K Buy
6,990
+1,295
+23% +$124K 0.07% 195
2025
Q4 		$547K Buy
+5,695
New +$553K 0.07% 192

Other funds holding MDT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Wealth Enhancement Trust Services's MDT Position: Q2 2026 in Review

Wealth Enhancement Trust Services increased its Medtronic (MDT) stake by 1.6% in Q2 2026, buying an estimated $9.04K and bringing the position to 7,102 shares worth $556K. The position accounts for 0.06% of the portfolio, ranked #202.

Wealth Enhancement Trust Services first reported a position in MDT in Q4 2025 and has held it in 3 quarters since. The position peaked at $606K in Q1 2026. 1,663 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • Wealth Enhancement Trust Services held 7,102 shares of Medtronic worth $556K as of Q2 2026.
  • Wealth Enhancement Trust Services bought 112 Medtronic shares in Q2 2026, an estimated $9.04K.
  • Medtronic made up 0.06% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #202 holding.
  • Wealth Enhancement Trust Services first reported a position in Medtronic in Q4 2025 and has held it in 3 quarters since.
  • Wealth Enhancement Trust Services's Medtronic position peaked at $606K in Q1 2026.
  • 1,663 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Wealth Enhancement Trust Services's 13F filing for Q2 2026, filed 15 Jul 2026.