Wetzel Investment Advisors’s Medtronic MDT Stock Holding History

Wetzel Investment Advisors’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	-2,688	Closed	-$260K	–	133
2025 Q4	$260K	Sell	2,688 -65	-2%	-$6.31K	0.11%	111
2025 Q3	$264K	Sell	2,753 -159	-5%	-$14.6K	0.11%	102
2025 Q2	$256K	Sell	2,912 -564	-16%	-$47.8K	0.12%	104
2025 Q1	$315K	Buy	3,476 +25	+0.7%	+$2.24K	0.16%	93
2024 Q4	$278K	Buy	3,451 +7	+0.2%	+$606	0.14%	103
2024 Q3	$312K	Buy	3,444 +293	+9%	+$24.6K	0.16%	90
2024 Q2	$275K	Sell	3,151 -274	-8%	-$22.5K	0.16%	93
2024 Q1	$271K	Sell	3,425 -2	-0.1%	-$171	0.16%	93
2023 Q4	$282K	Buy	+3,427	New	+$261K	0.17%	89

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 $298B AUM 21.96% 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

Wetzel Investment Advisors's MDT Position: Q1 2026 in Review

Wetzel Investment Advisors sold out of Medtronic (MDT) in Q1 2026, closing a stake of 2,688 shares — an estimated $260K sold.

Wetzel Investment Advisors first reported a position in MDT in Q4 2023 and held it in 9 quarters. The position peaked at $315K in Q1 2025. 2,230 funds tracked by Wall St. Rank hold MDT as of Q1 2026.

Wetzel Investment Advisors reported no remaining Medtronic position as of Q1 2026 after selling out during the quarter.
Wetzel Investment Advisors sold 2,688 Medtronic shares in Q1 2026, an estimated $260K.
Wetzel Investment Advisors first reported a position in Medtronic in Q4 2023 and held it in 9 quarters.
Wetzel Investment Advisors's Medtronic position peaked at $315K in Q1 2025.
2,230 funds tracked by Wall St. Rank held Medtronic as of Q1 2026.

Based on Wetzel Investment Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.