Wealth Management Associates’s Medtronic MDT Stock Holding History

Wealth Management Associates’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	-2,084	Closed	-$200K	–	247
2025 Q4	$200K	Buy	+2,084	New	+$202K	0.07%	226
2023 Q4	–	Sell	-2,767	Closed	-$217K	–	206
2023 Q3	$217K	Buy	2,767 +19	+0.7%	+$1.59K	0.13%	169
2023 Q2	$242K	Sell	2,748 -45	-2%	-$3.87K	0.14%	158
2023 Q1	$225K	Hold	2,793	–	–	0.14%	168
2022 Q4	$217K	Buy	+2,793	New	+$226K	0.14%	166
2021 Q4	–	Sell	-1,603	Closed	-$201K	–	200
2021 Q3	$201K	Buy	+1,603	New	+$207K	0.12%	185

Other funds holding MDT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wealth Management Associates's MDT Position: Q1 2026 in Review

Wealth Management Associates sold out of Medtronic (MDT) in Q1 2026, closing a stake of 2,084 shares — an estimated $200K sold.

Wealth Management Associates first reported a position in MDT in Q3 2021 and held it in 6 quarters. The position peaked at $242K in Q2 2023. 2,229 funds tracked by Wall St. Rank hold MDT as of Q1 2026.

Wealth Management Associates reported no remaining Medtronic position as of Q1 2026 after selling out during the quarter.
Wealth Management Associates sold 2,084 Medtronic shares in Q1 2026, an estimated $200K.
Wealth Management Associates first reported a position in Medtronic in Q3 2021 and held it in 6 quarters.
Wealth Management Associates's Medtronic position peaked at $242K in Q2 2023.
2,229 funds tracked by Wall St. Rank held Medtronic as of Q1 2026.

Based on Wealth Management Associates's 13F filing for Q1 2026, filed 13 May 2026.