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Advisor Resource Council’s Medtronic MDT Stock Holding History

Advisor Resource Council’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
2025
Q3 		– Sell
-2,300
Closed -$200K – 118
2025
Q2 		$200K Hold
2,300
– – 0.08% 181
2025
Q1 		$32 Buy
+2,300
New +$206K ﹤0.01% 589
2024
Q4 		– Sell
-2,300
Closed -$34.1K – 186
2024
Q3 		$34.1K Buy
+2,300
New +$193K 0.02% 240

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 Resource Council's MDT Position: Q1 2026 in Review

Advisor Resource Council reduced its Medtronic (MDT) stake by 2% in Q1 2026, selling an estimated $19.3K and leaving 9,819 shares worth $851K. The position accounts for 0.28% of the portfolio, ranked #72.

Advisor Resource Council first reported a position in MDT in Q2 2021 and has held it in 10 quarters since. The position peaked at $1.03M in Q4 2025. 2,229 funds tracked by Wall St. Rank hold MDT as of Q1 2026.

  • Advisor Resource Council held 9,819 shares of Medtronic worth $851K as of Q1 2026.
  • Advisor Resource Council sold 201 Medtronic shares in Q1 2026, an estimated $19.3K.
  • Medtronic made up 0.28% of Advisor Resource Council's portfolio in Q1 2026, its #72 holding.
  • Advisor Resource Council first reported a position in Medtronic in Q2 2021 and has held it in 10 quarters since.
  • Advisor Resource Council's Medtronic position peaked at $1.03M in Q4 2025.
  • 2,229 funds tracked by Wall St. Rank held Medtronic as of Q1 2026.

Based on Advisor Resource Council's 13F filing for Q1 2026, filed 7 May 2026.