Advisors Asset Management’s Medtronic MDT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$8.2M Sell
94,624
-20,816
-18% -$1.99M 0.14% 197
2025
Q4
$11.1M Sell
115,440
-26,351
-19% -$2.56M 0.19% 116
2025
Q3
$13.5M Sell
141,791
-18,940
-12% -$1.74M 0.23% 78
2025
Q2
$14M Sell
160,731
-13,087
-8% -$1.11M 0.25% 67
2025
Q1
$15.6M Buy
173,818
+6,840
+4% +$612K 0.29% 55
2024
Q4
$13.3M Buy
166,978
+921
+0.6% +$79.7K 0.25% 76
2024
Q3
$15M Buy
166,057
+12,461
+8% +$1.05M 0.27% 62
2024
Q2
$12.1M Buy
153,596
+12,477
+9% +$1.02M 0.24% 79
2024
Q1
$12.3M Sell
141,119
-596
-0.4% -$50.9K 0.24% 87
2023
Q4
$11.7M Sell
141,715
-15,455
-10% -$1.18M 0.24% 88
2023
Q3
$12.3M Sell
157,170
-10,038
-6% -$840K 0.27% 70
2023
Q2
$14.7M Sell
167,208
-11,478
-6% -$988K 0.3% 57
2023
Q1
$14.4M Sell
178,686
-11,652
-6% -$950K 0.29% 57
2022
Q4
$14.8M Sell
190,338
-14,867
-7% -$1.2M 0.3% 61
2022
Q3
$16.6M Sell
205,205
-6,749
-3% -$607K 0.35% 54
2022
Q2
$19M Sell
211,954
-8,862
-4% -$898K 0.36% 51
2022
Q1
$24.5M Sell
220,816
-13,207
-6% -$1.4M 0.38% 49
2021
Q4
$24.2M Buy
234,023
+22,768
+11% +$2.64M 0.35% 48
2021
Q3
$26.5M Sell
211,255
-38,711
-15% -$5.01M 0.4% 33
2021
Q2
$31M Sell
249,966
-12,789
-5% -$1.61M 0.46% 30
2021
Q1
$31M Sell
262,755
-12,254
-4% -$1.44M 0.48% 27
2020
Q4
$32.2M Sell
275,009
-19,494
-7% -$2.15M 0.53% 27
2020
Q3
$30.6M Sell
294,503
-18,360
-6% -$1.84M 0.57% 27
2020
Q2
$28.7M Sell
312,863
-8,070
-3% -$774K 0.56% 26
2020
Q1
$28.9M Buy
320,933
+9,398
+3% +$1,000K 0.69% 22
2019
Q4
$35.3M Buy
311,535
+12,618
+4% +$1.38M 0.62% 23
2019
Q3
$32.5M Buy
298,917
+25,367
+9% +$2.65M 0.6% 24
2019
Q2
$26.6M Buy
273,550
+1,745
+0.6% +$159K 0.48% 30
2019
Q1
$24.8M Sell
271,805
-1,111
-0.4% -$99.4K 0.44% 36
2018
Q4
$24.8M Sell
272,916
-6,110
-2% -$571K 0.5% 27
2018
Q3
$27.4M Buy
279,026
+5,628
+2% +$520K 0.45% 31
2018
Q2
$23.4M Sell
273,398
-5,240
-2% -$438K 0.4% 43
2018
Q1
$22.3M Buy
278,638
+9,776
+4% +$806K 0.37% 51
2017
Q4
$21.7M Buy
268,862
+4,810
+2% +$385K 0.36% 57
2017
Q3
$20.5M Buy
264,052
+1,602
+0.6% +$133K 0.34% 59
2017
Q2
$23.3M Buy
262,450
+17,283
+7% +$1.46M 0.39% 40
2017
Q1
$19.8M Sell
245,167
-11,010
-4% -$860K 0.33% 61
2016
Q4
$18.2M Buy
256,177
+3,641
+1% +$286K 0.3% 66
2016
Q3
$21.8M Buy
252,536
+1,513
+0.6% +$132K 0.36% 49
2016
Q2
$21.8M Buy
251,023
+2,562
+1% +$207K 0.35% 49
2016
Q1
$18.6M Sell
248,461
-3,367
-1% -$254K 0.31% 61
2015
Q4
$19.4M Buy
251,828
+5,494
+2% +$414K 0.31% 65
2015
Q3
$16.5M Buy
246,334
+9,251
+4% +$681K 0.26% 88
2015
Q2
$17.6M Buy
237,083
+227,255
+2,312% +$17.4M 0.24% 108
2015
Q1
$766K Sell
9,828
-174,613
-95% -$13.2M 0.01% 947
2014
Q4
$13.3M Buy
184,441
+14,177
+8% +$985K 0.18% 154
2014
Q3
$10.5M Buy
170,264
+16,316
+11% +$1.04M 0.15% 192
2014
Q2
$9.81M Buy
153,948
+11,190
+8% +$680K 0.14% 203
2014
Q1
$8.79M Buy
142,758
+12,134
+9% +$707K 0.13% 204
2013
Q4
$7.5M Buy
130,624
+8,985
+7% +$509K 0.12% 222
2013
Q3
$6.48M Sell
121,639
-6,006
-5% -$323K 0.12% 235
2013
Q2
$6.57M Buy
+127,645
New +$6.31M 0.12% 230

Other funds holding MDT

Advisors Asset Management's MDT Position: Q1 2026 in Review

Advisors Asset Management reduced its Medtronic (MDT) stake by 18% in Q1 2026, selling an estimated $1.99M and leaving 94,624 shares worth $8.2M. The position accounts for 0.14% of the portfolio, ranked #197.

Advisors Asset Management first reported a position in MDT in Q2 2013 and has held it in 52 quarters since. The position peaked at $35.3M in Q4 2019. 2,231 funds tracked by Wall St. Rank hold MDT as of Q1 2026.

  • Advisors Asset Management held 94,624 shares of Medtronic worth $8.2M as of Q1 2026.
  • Advisors Asset Management sold 20,816 Medtronic shares in Q1 2026, an estimated $1.99M.
  • Medtronic made up 0.14% of Advisors Asset Management's portfolio in Q1 2026, its #197 holding.
  • Advisors Asset Management first reported a position in Medtronic in Q2 2013 and has held it in 52 quarters since.
  • Advisors Asset Management's Medtronic position peaked at $35.3M in Q4 2019.
  • 2,231 funds tracked by Wall St. Rank held Medtronic as of Q1 2026.

Based on Advisors Asset Management's 13F filing for Q1 2026, filed 15 May 2026.