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Western Wealth Management’s Medtronic MDT Stock Holding History

Western 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
Q2 		$1.62M Buy
20,693
+311
+2% +$25.1K 0.05% 354
2026
Q1 		$1.77M Buy
20,382
+14,891
+271% +$1.43M 0.07% 298
2025
Q4 		$527K Buy
5,491
+563
+11% +$54.7K 0.02% 504
2025
Q3 		$469K Buy
4,928
+215
+5% +$19.8K 0.02% 460
2025
Q2 		$411K Sell
4,713
-915
-16% -$77.6K 0.02% 469
2025
Q1 		$506K Buy
5,628
+730
+15% +$65.3K 0.03% 388
2024
Q4 		$391K Sell
4,898
-16,121
-77% -$1.4M 0.03% 439
2024
Q3 		$1.89M Buy
21,019
+12,575
+149% +$1.06M 0.11% 195
2024
Q2 		$665K Sell
8,444
-3,895
-32% -$319K 0.05% 299
2024
Q1 		$1.08M Sell
12,339
-7,024
-36% -$599K 0.08% 219
2023
Q4 		$1.6M Sell
19,363
-76
-0.4% -$5.79K 0.12% 185
2023
Q3 		$1.52M Buy
19,439
+1,392
+8% +$117K 0.13% 167
2023
Q2 		$1.59M Buy
18,047
+1,308
+8% +$113K 0.14% 161
2023
Q1 		$1.35M Buy
16,739
+609
+4% +$49.6K 0.13% 179
2022
Q4 		$1.25M Sell
16,130
-11,417
-41% -$925K 0.13% 180
2022
Q3 		$2.29M Buy
27,547
+4,953
+22% +$445K 0.13% 165
2022
Q2 		$2.02M Sell
22,594
-833
-4% -$84.4K 0.12% 181
2022
Q1 		$2.6M Buy
23,427
+13,264
+131% +$1.4M 0.13% 164
2021
Q4 		$1.05M Buy
+10,163
New +$1.18M 0.1% 186
2021
Q2 		$1.56M Buy
12,565
+8,872
+240% +$1.11M 0.16% 143
2021
Q1 		$436K Sell
3,693
-23
-0.6% -$2.7K 0.06% 317
2020
Q4 		$435K Sell
3,716
-2,397
-39% -$264K 0.06% 276
2020
Q3 		$635K Sell
6,113
-590
-9% -$59.3K 0.1% 201
2020
Q2 		$615K Buy
6,703
+499
+8% +$47.9K 0.11% 188
2020
Q1 		$560K Buy
6,204
+2,453
+65% +$261K 0.13% 172
2019
Q4 		$426K Sell
3,751
-2,157
-37% -$237K 0.06% 256
2019
Q3 		$643K Buy
5,908
+1,966
+50% +$205K 0.13% 175
2019
Q2 		$385K Sell
3,942
-201
-5% -$18.4K 0.05% 263
2019
Q1 		$376K Buy
4,143
+156
+4% +$14K 0.08% 243
2018
Q4 		$360K Buy
+3,987
New +$373K 0.1% 219

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
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

Western Wealth Management's MDT Position: Q2 2026 in Review

Western Wealth Management increased its Medtronic (MDT) stake by 1.5% in Q2 2026, buying an estimated $25.1K and bringing the position to 20,693 shares worth $1.62M. The position accounts for 0.05% of the portfolio, ranked #354.

Western Wealth Management first reported a position in MDT in Q4 2018 and has held it in 30 quarters since. The position peaked at $2.6M in Q1 2022. 2,125 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • Western Wealth Management held 20,693 shares of Medtronic worth $1.62M as of Q2 2026.
  • Western Wealth Management bought 311 Medtronic shares in Q2 2026, an estimated $25.1K.
  • Medtronic made up 0.05% of Western Wealth Management's portfolio in Q2 2026, its #354 holding.
  • Western Wealth Management first reported a position in Medtronic in Q4 2018 and has held it in 30 quarters since.
  • Western Wealth Management's Medtronic position peaked at $2.6M in Q1 2022.
  • 2,125 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Western Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.