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WealthShield Partners’s Medtronic MDT Stock Holding History

WealthShield Partners’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 		$1.39M Buy
+16,053
New +$1.54M 0.16% 154
2023
Q4 		– Sell
-10,130
Closed -$805K – 498
2023
Q3 		$805K Sell
10,130
-7,375
-42% -$617K 0.12% 169
2023
Q2 		$1.55M Buy
17,505
+778
+5% +$67K 0.23% 108
2023
Q1 		$1.36M Buy
+16,727
New +$1.36M 0.22% 118
2022
Q4 		– Sell
-12,180
Closed -$992K – 302
2022
Q3 		$992K Buy
12,180
+1,452
+14% +$130K 0.2% 125
2022
Q2 		$970K Buy
10,728
+1,670
+18% +$169K 0.19% 131
2022
Q1 		$1.01M Buy
9,058
+3,582
+65% +$378K 0.16% 147
2021
Q4 		$566K Sell
5,476
-37
-0.7% -$4.28K 0.09% 182
2021
Q3 		$691K Sell
5,513
-485
-8% -$62.8K 0.19% 110
2021
Q2 		$745K Buy
5,998
+553
+10% +$69.4K 0.12% 129
2021
Q1 		$643K Sell
5,445
-398
-7% -$46.6K 0.12% 127
2020
Q4 		$685K Buy
5,843
+677
+13% +$74.5K 0.13% 133
2020
Q3 		$537K Buy
5,166
+2,468
+91% +$248K 0.19% 118
2020
Q2 		$247K Sell
2,698
-1,218
-31% -$117K 0.11% 171
2020
Q1 		$353K Sell
3,916
-1,303
-25% -$139K 0.22% 97
2019
Q4 		$592K Buy
5,219
+1,672
+47% +$183K 0.29% 79
2019
Q3 		$385K Buy
3,547
+1,044
+42% +$109K 0.2% 112
2019
Q2 		$244K Buy
+2,503
New +$229K 0.14% 135

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

WealthShield Partners's MDT Position: Q1 2026 in Review

WealthShield Partners opened a new position in Medtronic (MDT) in Q1 2026: 16,053 shares worth $1.39M. The stake represents 0.16% of the portfolio and ranks #154 among its holdings. This is a return to the name: WealthShield Partners previously reported a position in MDT as recently as Q3 2023.

WealthShield Partners first reported a position in MDT in Q2 2019 and has held it in 18 quarters since. The position peaked at $1.55M in Q2 2023. 2,230 funds tracked by Wall St. Rank hold MDT as of Q1 2026.

  • WealthShield Partners held 16,053 shares of Medtronic worth $1.39M as of Q1 2026.
  • Medtronic was a new WealthShield Partners position in Q1 2026.
  • Medtronic made up 0.16% of WealthShield Partners's portfolio in Q1 2026, its #154 holding.
  • WealthShield Partners first reported a position in Medtronic in Q2 2019 and has held it in 18 quarters since.
  • WealthShield Partners's Medtronic position peaked at $1.55M in Q2 2023.
  • 2,230 funds tracked by Wall St. Rank held Medtronic as of Q1 2026.

Based on WealthShield Partners's 13F filing for Q1 2026, filed 1 May 2026.