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 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 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 $315B AUM 27.84% 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

Wealthspire Advisors (New York)'s MDT Position: Q1 2026 in Review

Wealthspire Advisors (New York) reduced its Medtronic (MDT) stake by 14% in Q1 2026, selling an estimated $154K and leaving 9,927 shares worth $860K. The position accounts for 0.01% of the portfolio, ranked #438.

Wealthspire Advisors (New York) first reported a position in MDT in Q4 2018 and has held it in 28 quarters since. The position peaked at $2.63M in Q1 2021. 2,231 funds tracked by Wall St. Rank hold MDT as of Q1 2026.

Wealthspire Advisors (New York) held 9,927 shares of Medtronic worth $860K as of Q1 2026.
Wealthspire Advisors (New York) sold 1,607 Medtronic shares in Q1 2026, an estimated $154K.
Medtronic made up 0.01% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #438 holding.
Wealthspire Advisors (New York) first reported a position in Medtronic in Q4 2018 and has held it in 28 quarters since.
Wealthspire Advisors (New York)'s Medtronic position peaked at $2.63M in Q1 2021.
2,231 funds tracked by Wall St. Rank held Medtronic as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.