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XXI Wealth LLC’s Medtronic MDT Stock Holding History

XXI Wealth LLC’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 		$390K Sell
4,990
-1,455
-23% -$117K 0.18% 134
2026
Q1 		$558K Sell
6,445
-2,070
-24% -$198K 0.32% 88
2025
Q4 		$818K Buy
+8,515
New +$827K 0.5% 49

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

XXI Wealth LLC's MDT Position: Q2 2026 in Review

XXI Wealth LLC reduced its Medtronic (MDT) stake by 23% in Q2 2026, selling an estimated $117K and leaving 4,990 shares worth $390K. The position accounts for 0.18% of the portfolio, ranked #134.

XXI Wealth LLC first reported a position in MDT in Q4 2025 and has held it in 3 quarters since. The position peaked at $818K in Q4 2025. 2,131 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • XXI Wealth LLC held 4,990 shares of Medtronic worth $390K as of Q2 2026.
  • XXI Wealth LLC sold 1,455 Medtronic shares in Q2 2026, an estimated $117K.
  • Medtronic made up 0.18% of XXI Wealth LLC's portfolio in Q2 2026, its #134 holding.
  • XXI Wealth LLC first reported a position in Medtronic in Q4 2025 and has held it in 3 quarters since.
  • XXI Wealth LLC's Medtronic position peaked at $818K in Q4 2025.
  • 2,131 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

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