Allied Investment Advisors’s Medtronic MDT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $11.6M | Buy |
148,273
+12,670
| +9% | +$1.02M | 1.46% | 37 |
|
|
2026
Q1 | $11.8M | Buy |
135,603
+6,267
| +5% | +$600K | 1.68% | 31 |
|
|
2025
Q4 | $12.4M | Buy |
129,336
+4,530
| +4% | +$440K | 1.92% | 22 |
|
|
2025
Q3 | $11.9M | Buy |
124,806
+6,614
| +6% | +$608K | 1.89% | 24 |
|
|
2025
Q2 | $10.3M | Buy |
118,192
+2,780
| +2% | +$236K | 1.8% | 29 |
|
|
2025
Q1 | $10.4M | Buy |
115,412
+9,002
| +8% | +$806K | 1.97% | 27 |
|
|
2024
Q4 | $8.5M | Sell |
106,410
-452
| -0.4% | -$39.1K | 1.71% | 32 |
|
|
2024
Q3 | $9.62M | Buy |
106,862
+3,020
| +3% | +$254K | 1.91% | 31 |
|
|
2024
Q2 | $8.17M | Buy |
103,842
+5,563
| +6% | +$456K | 1.92% | 33 |
|
|
2024
Q1 | $8.57M | Buy |
98,279
+5,141
| +6% | +$439K | 2.07% | 29 |
|
|
2023
Q4 | $7.67M | Buy |
93,138
+3,554
| +4% | +$271K | 2.09% | 29 |
|
|
2023
Q3 | $7.02M | Buy |
89,584
+2,067
| +2% | +$173K | 2.1% | 27 |
|
|
2023
Q2 | $7.71M | Buy |
87,517
+4,677
| +6% | +$403K | 2.23% | 26 |
|
|
2023
Q1 | $6.68M | Buy |
82,840
+6,091
| +8% | +$496K | 2.07% | 30 |
|
|
2022
Q4 | $5.96M | Buy |
76,749
+4,278
| +6% | +$347K | 1.87% | 33 |
|
|
2022
Q3 | $5.85M | Buy |
72,471
+3,016
| +4% | +$271K | 2.18% | 29 |
|
|
2022
Q2 | $6.23M | Buy |
69,455
+3,104
| +5% | +$315K | 2.24% | 28 |
|
|
2022
Q1 | $7.36M | Buy |
66,351
+7,014
| +12% | +$741K | 2.4% | 21 |
|
|
2021
Q4 | $6.14M | Buy |
59,337
+2,633
| +5% | +$305K | 2.1% | 29 |
|
|
2021
Q3 | $7.11M | Sell |
56,704
-476
| -0.8% | -$61.6K | 2.69% | 11 |
|
|
2021
Q2 | $7.1M | Buy |
57,180
+1,488
| +3% | +$187K | 2.67% | 15 |
|
|
2021
Q1 | $6.58M | Buy |
55,692
+1,520
| +3% | +$178K | 2.82% | 16 |
|
|
2020
Q4 | $6.35M | Buy |
54,172
+151
| +0.3% | +$16.6K | 3.05% | 11 |
|
|
2020
Q3 | $5.61M | Buy |
54,021
+491
| +0.9% | +$49.3K | 3.02% | 12 |
|
|
2020
Q2 | $4.91M | Buy |
53,530
+1,360
| +3% | +$130K | 2.83% | 12 |
|
|
2020
Q1 | $4.71M | Sell |
52,170
-210
| -0.4% | -$22.3K | 3.4% | 8 |
|
|
2019
Q4 | $5.94M | Buy |
52,380
+493
| +1% | +$54.1K | 3.51% | 6 |
|
|
2019
Q3 | $5.64M | Buy |
51,887
+202
| +0.4% | +$21.1K | 3.63% | 6 |
|
|
2019
Q2 | $5.03M | Sell |
51,685
-30
| -0.1% | -$2.74K | 3.38% | 10 |
|
|
2019
Q1 | $4.71M | Buy |
51,715
+965
| +2% | +$86.4K | 3.27% | 10 |
|
|
2018
Q4 | $4.62M | Buy |
50,750
+980
| +2% | +$91.6K | 3.81% | 7 |
|
|
2018
Q3 | $4.9M | Sell |
49,770
-237
| -0.5% | -$21.9K | 3.64% | 7 |
|
|
2018
Q2 | $4.28M | Buy |
50,007
+40
| +0.1% | +$3.34K | 3.49% | 9 |
|
|
2018
Q1 | $4.01M | Buy |
49,967
+2,850
| +6% | +$235K | 3.3% | 12 |
|
|
2017
Q4 | $3.81M | Buy |
+47,117
| New | +$3.77M | 3.21% | 17 |
|
Other funds holding MDT
FWIA
GAM
SRIM
DC
Allied Investment Advisors's MDT Position: Q2 2026 in Review
Allied Investment Advisors increased its Medtronic (MDT) stake by 9.3% in Q2 2026, buying an estimated $1.02M and bringing the position to 148,273 shares worth $11.6M. The position accounts for 1.46% of the portfolio, ranked #37.
Allied Investment Advisors first reported a position in MDT in Q4 2017 and has held it in 35 quarters since. The position peaked at $12.4M in Q4 2025. 926 funds tracked by Wall St. Rank hold MDT as of Q2 2026.
- Allied Investment Advisors held 148,273 shares of Medtronic worth $11.6M as of Q2 2026.
- Allied Investment Advisors bought 12,670 Medtronic shares in Q2 2026, an estimated $1.02M.
- Medtronic made up 1.46% of Allied Investment Advisors's portfolio in Q2 2026, its #37 holding.
- Allied Investment Advisors first reported a position in Medtronic in Q4 2017 and has held it in 35 quarters since.
- Allied Investment Advisors's Medtronic position peaked at $12.4M in Q4 2025.
- 926 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.
Based on Allied Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.