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Wealth Preservation Advisors’s Medtronic MDT Stock Holding History

Wealth Preservation 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 		– Sell
-988
Closed -$94.9K – 1129
2025
Q4 		$94.9K Buy
988
+9
+0.9% +$874 0.05% 140
2025
Q3 		$93.2K Buy
979
+57
+6% +$5.24K 0.05% 136
2025
Q2 		$80.4K Sell
922
-1
-0.1% -$85 0.05% 148
2025
Q1 		$82.9K Buy
+923
New +$82.6K 0.06% 132

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 Preservation Advisors's MDT Position: Q1 2026 in Review

Wealth Preservation Advisors sold out of Medtronic (MDT) in Q1 2026, closing a stake of 988 shares — an estimated $94.9K sold.

Wealth Preservation Advisors first reported a position in MDT in Q1 2025 and held it in 4 quarters. The position peaked at $94.9K in Q4 2025. 2,229 funds tracked by Wall St. Rank hold MDT as of Q1 2026.

  • Wealth Preservation Advisors reported no remaining Medtronic position as of Q1 2026 after selling out during the quarter.
  • Wealth Preservation Advisors sold 988 Medtronic shares in Q1 2026, an estimated $94.9K.
  • Wealth Preservation Advisors first reported a position in Medtronic in Q1 2025 and held it in 4 quarters.
  • Wealth Preservation Advisors's Medtronic position peaked at $94.9K in Q4 2025.
  • 2,229 funds tracked by Wall St. Rank held Medtronic as of Q1 2026.

Based on Wealth Preservation Advisors's 13F filing for Q1 2026, filed 15 May 2026.