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Wealthspire Advisors (New York)’s Medtronic MDT Stock Holding History

Wealthspire Advisors (New York)’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 		$964K Buy
12,319
+2,392
+24% +$193K 0.01% 568
2026
Q1 		$860K Sell
9,927
-1,607
-14% -$154K 0.01% 438
2025
Q4 		$1.11M Buy
11,534
+5,003
+77% +$486K 0.01% 407
2025
Q3 		$622K Sell
6,531
-1,272
-16% -$117K ﹤0.01% 485
2025
Q2 		$680K Buy
7,803
+191
+3% +$16.2K ﹤0.01% 464
2025
Q1 		$684K Buy
7,612
+1,678
+28% +$150K ﹤0.01% 453
2024
Q4 		$474K Sell
5,934
-4,059
-41% -$351K ﹤0.01% 526
2024
Q3 		$900K Buy
9,993
+421
+4% +$35.4K 0.01% 391
2024
Q2 		$753K Sell
9,572
-355
-4% -$29.1K 0.01% 359
2024
Q1 		$865K Sell
9,927
-1,123
-10% -$95.8K 0.01% 336
2023
Q4 		$910K Buy
11,050
+1,492
+16% +$114K 0.01% 327
2023
Q3 		$749K Buy
9,558
+2,824
+42% +$236K 0.01% 328
2023
Q2 		$593K Buy
6,734
+83
+1% +$7.14K 0.01% 333
2023
Q1 		$536K Sell
6,651
-2,347
-26% -$191K 0.01% 341
2022
Q4 		$699K Buy
8,998
+1,399
+18% +$113K 0.01% 323
2022
Q3 		$614K Buy
7,599
+4,692
+161% +$422K 0.01% 300
2022
Q2 		$261K Buy
2,907
+809
+39% +$82K 0.01% 429
2022
Q1 		$233K Sell
2,098
-4,681
-69% -$495K 0.01% 387
2021
Q4 		$701K Sell
6,779
-6,441
-49% -$746K 0.02% 267
2021
Q3 		$1.66M Buy
13,220
+11,342
+604% +$1.47M 0.03% 186
2021
Q2 		$233K Sell
1,878
-20,402
-92% -$2.56M 0.01% 333
2021
Q1 		$2.63M Buy
22,280
+8,546
+62% +$1M 0.06% 140
2020
Q4 		$1.61M Buy
13,734
+4,796
+54% +$528K 0.05% 155
2020
Q3 		$929K Sell
8,938
-512
-5% -$51.4K 0.06% 134
2020
Q2 		$867K Sell
9,450
-6,640
-41% -$637K 0.06% 114
2020
Q1 		$1.45M Buy
16,090
+10,678
+197% +$1.14M 0.06% 156
2019
Q4 		$614K Buy
5,412
+1,754
+48% +$192K 0.04% 91
2019
Q3 		$397K Buy
+3,658
New +$382K 0.03% 98
2019
Q1 		– Sell
-1,154
Closed -$105K – 496
2018
Q4 		$105K Buy
+1,154
New +$108K 0.01% 108

Other funds holding MDT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Wealthspire Advisors (New York)'s MDT Position: Q2 2026 in Review

Wealthspire Advisors (New York) increased its Medtronic (MDT) stake by 24% in Q2 2026, buying an estimated $193K and bringing the position to 12,319 shares worth $964K. The position accounts for 0.01% of the portfolio, ranked #568.

Wealthspire Advisors (New York) first reported a position in MDT in Q4 2018 and has held it in 29 quarters since. The position peaked at $2.63M in Q1 2021. 2,146 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • Wealthspire Advisors (New York) held 12,319 shares of Medtronic worth $964K as of Q2 2026.
  • Wealthspire Advisors (New York) bought 2,392 Medtronic shares in Q2 2026, an estimated $193K.
  • Medtronic made up 0.01% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #568 holding.
  • Wealthspire Advisors (New York) first reported a position in Medtronic in Q4 2018 and has held it in 29 quarters since.
  • Wealthspire Advisors (New York)'s Medtronic position peaked at $2.63M in Q1 2021.
  • 2,146 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.