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Advisor OS’s Medtronic MDT Stock Holding History

Advisor OS’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 		$899K Sell
10,370
-3,969
-28% -$380K 0.07% 198
2025
Q4 		$1.38M Sell
14,339
-534
-4% -$51.9K 0.11% 128
2025
Q3 		$1.42M Sell
14,873
-603
-4% -$55.4K 0.12% 105
2025
Q2 		$1.35M Buy
15,476
+564
+4% +$47.8K 0.13% 105
2025
Q1 		$1.34M Buy
14,912
+3,112
+26% +$278K 0.15% 92
2024
Q4 		$943K Buy
11,800
+7,118
+152% +$616K 0.11% 132
2024
Q3 		$422K Buy
4,682
+276
+6% +$23.2K 0.04% 270
2024
Q2 		$347K Buy
4,406
+225
+5% +$18.4K 0.04% 279
2024
Q1 		$364K Buy
4,181
+1,129
+37% +$96.4K 0.04% 278
2023
Q4 		$251K Buy
+3,052
New +$233K 0.03% 285
2022
Q1 		– Sell
-3,260
Closed -$337K – 230
2021
Q4 		$337K Buy
3,260
+7
+0.2% +$811 0.07% 203
2021
Q3 		$408K Buy
3,253
+36
+1% +$4.66K 0.09% 173
2021
Q2 		$399K Buy
3,217
+73
+2% +$9.17K 0.08% 160
2021
Q1 		$371K Buy
+3,144
New +$368K 0.08% 140
2020
Q3 		– Sell
-5,215
Closed -$478K – 134
2020
Q2 		$478K Buy
+5,215
New +$500K 0.29% 71

Other funds holding MDT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
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
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Advisor OS's MDT Position: Q1 2026 in Review

Advisor OS reduced its Medtronic (MDT) stake by 28% in Q1 2026, selling an estimated $380K and leaving 10,370 shares worth $899K. The position accounts for 0.07% of the portfolio, ranked #198.

Advisor OS first reported a position in MDT in Q2 2020 and has held it in 15 quarters since. The position peaked at $1.42M in Q3 2025. 2,229 funds tracked by Wall St. Rank hold MDT as of Q1 2026.

  • Advisor OS held 10,370 shares of Medtronic worth $899K as of Q1 2026.
  • Advisor OS sold 3,969 Medtronic shares in Q1 2026, an estimated $380K.
  • Medtronic made up 0.07% of Advisor OS's portfolio in Q1 2026, its #198 holding.
  • Advisor OS first reported a position in Medtronic in Q2 2020 and has held it in 15 quarters since.
  • Advisor OS's Medtronic position peaked at $1.42M in Q3 2025.
  • 2,229 funds tracked by Wall St. Rank held Medtronic as of Q1 2026.

Based on Advisor OS's 13F filing for Q1 2026, filed 8 May 2026.