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Werba Rubin Papier Wealth Management’s Medtronic MDT Stock Holding History

Werba Rubin Papier Wealth Management’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
-2,756
Closed -$265K – 287
2025
Q4 		$265K Buy
+2,756
New +$268K 0.07% 179

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 $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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
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

Werba Rubin Papier Wealth Management's MDT Position: Q1 2026 in Review

Werba Rubin Papier Wealth Management sold out of Medtronic (MDT) in Q1 2026, closing a stake of 2,756 shares — an estimated $265K sold.

Werba Rubin Papier Wealth Management first reported a position in MDT in Q4 2025 and held it in 1 quarter. The position peaked at $265K in Q4 2025. 2,244 funds tracked by Wall St. Rank hold MDT as of Q1 2026.

  • Werba Rubin Papier Wealth Management reported no remaining Medtronic position as of Q1 2026 after selling out during the quarter.
  • Werba Rubin Papier Wealth Management sold 2,756 Medtronic shares in Q1 2026, an estimated $265K.
  • Werba Rubin Papier Wealth Management first reported a position in Medtronic in Q4 2025 and held it in 1 quarter.
  • Werba Rubin Papier Wealth Management's Medtronic position peaked at $265K in Q4 2025.
  • 2,244 funds tracked by Wall St. Rank held Medtronic as of Q1 2026.

Based on Werba Rubin Papier Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.