Allworth Financial’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 | $3.89M | Sell |
49,775
-36,596
| -42% | -$2.95M | 0.02% | 394 |
|
|
2026
Q1 | $7.48M | Sell |
86,371
-240
| -0.3% | -$23K | 0.03% | 296 |
|
|
2025
Q4 | $8.32M | Buy |
86,611
+32,491
| +60% | +$3.16M | 0.03% | 270 |
|
|
2025
Q3 | $5.15M | Buy |
54,120
+8,261
| +18% | +$759K | 0.02% | 312 |
|
|
2025
Q2 | $4M | Buy |
45,859
+8,048
| +21% | +$683K | 0.02% | 344 |
|
|
2025
Q1 | $3.19M | Sell |
37,811
-2,597
| -6% | -$232K | 0.02% | 326 |
|
|
2024
Q4 | $3.55M | Buy |
40,408
+12,055
| +43% | +$1.04M | 0.02% | 305 |
|
|
2024
Q3 | $2.55M | Buy |
28,353
+2,859
| +11% | +$241K | 0.02% | 297 |
|
|
2024
Q2 | $2.03M | Sell |
25,494
-3,948
| -13% | -$324K | 0.01% | 330 |
|
|
2024
Q1 | $2.57M | Buy |
29,442
+6,490
| +28% | +$554K | 0.02% | 276 |
|
|
2023
Q4 | $1.89M | Buy |
22,952
+3,933
| +21% | +$300K | 0.01% | 314 |
|
|
2023
Q3 | $1.49M | Sell |
19,019
-8,232
| -30% | -$689K | 0.01% | 320 |
|
|
2023
Q2 | $2.4M | Buy |
27,251
+3,544
| +15% | +$305K | 0.02% | 254 |
|
|
2023
Q1 | $1.91M | Buy |
23,707
+1,486
| +7% | +$121K | 0.02% | 261 |
|
|
2022
Q4 | $1.73M | Buy |
22,221
+1,109
| +5% | +$89.9K | 0.02% | 261 |
|
|
2022
Q3 | $1.71M | Sell |
21,112
-2,273
| -10% | -$204K | 0.02% | 243 |
|
|
2022
Q2 | $2.1M | Buy |
23,385
+1,363
| +6% | +$138K | 0.03% | 211 |
|
|
2022
Q1 | $2.44M | Buy |
22,022
+2,160
| +11% | +$228K | 0.03% | 200 |
|
|
2021
Q4 | $2.06M | Sell |
19,862
-369
| -2% | -$42.7K | 0.03% | 200 |
|
|
2021
Q3 | $2.54M | Sell |
20,231
-62
| -0.3% | -$8.03K | 0.04% | 147 |
|
|
2021
Q2 | $2.52M | Buy |
20,293
+349
| +2% | +$43.8K | 0.05% | 117 |
|
|
2021
Q1 | $2.36M | Buy |
19,944
+10,295
| +107% | +$1.21M | 0.05% | 105 |
|
|
2020
Q4 | $1.13M | Sell |
9,649
-505
| -5% | -$55.6K | 0.03% | 111 |
|
|
2020
Q3 | $1.05M | Buy |
10,154
+727
| +8% | +$73K | 0.03% | 93 |
|
|
2020
Q2 | $864K | Sell |
9,427
-11,732
| -55% | -$1.12M | 0.03% | 106 |
|
|
2020
Q1 | $1.91M | Buy |
21,159
+13,712
| +184% | +$1.46M | 0.06% | 72 |
|
|
2019
Q4 | $845K | Hold |
7,447
| – | – | 0.03% | 80 |
|
|
2019
Q3 | $809K | Hold |
7,447
| – | – | 0.03% | 73 |
|
|
2019
Q2 | $725K | Sell |
7,447
-83
| -1% | -$7.58K | 0.03% | 78 |
|
|
2019
Q1 | $686K | Buy |
7,530
+209
| +3% | +$18.7K | 0.03% | 78 |
|
|
2018
Q4 | $666K | Buy |
7,321
+125
| +2% | +$11.7K | 0.03% | 76 |
|
|
2018
Q3 | $708K | Sell |
7,196
-14
| -0.2% | -$1.29K | 0.03% | 77 |
|
|
2018
Q2 | $617K | Sell |
7,210
-36
| -0.5% | -$3.01K | 0.03% | 81 |
|
|
2018
Q1 | $581K | Sell |
7,246
-50
| -0.7% | -$4.12K | 0.04% | 58 |
|
|
2017
Q4 | $589K | Buy |
7,296
+100
| +1% | +$8.01K | 0.05% | 53 |
|
|
2017
Q3 | $560K | Sell |
7,196
-85
| -1% | -$7.06K | 0.05% | 55 |
|
|
2017
Q2 | $646K | Buy |
7,281
+35
| +0.5% | +$2.95K | 0.06% | 49 |
|
|
2017
Q1 | $584K | Hold |
7,246
| – | – | 0.06% | 49 |
|
|
2016
Q4 | $516K | Sell |
7,246
-189
| -3% | -$14.8K | 0.05% | 53 |
|
|
2016
Q3 | $642K | Buy |
7,435
+156
| +2% | +$13.6K | 0.07% | 46 |
|
|
2016
Q2 | $632K | Buy |
7,279
+84
| +1% | +$6.79K | 0.07% | 50 |
|
|
2016
Q1 | $540K | Hold |
7,195
| – | – | 0.07% | 55 |
|
|
2015
Q4 | $553K | Hold |
7,195
| – | – | 0.1% | 54 |
|
|
2015
Q3 | $482K | Sell |
7,195
-1
| -0% | -$74 | 0.17% | 56 |
|
|
2015
Q2 | $533K | Hold |
7,196
| – | – | 0.19% | 52 |
|
|
2015
Q1 | $561K | Buy |
7,196
+76
| +1% | +$5.76K | 0.21% | 47 |
|
|
2014
Q4 | $514K | Buy |
7,120
+33
| +0.5% | +$2.29K | 0.19% | 45 |
|
|
2014
Q3 | $439K | Sell |
7,087
-1,665
| -19% | -$106K | 0.17% | 49 |
|
|
2014
Q2 | $558K | Buy |
8,752
+33
| +0.4% | +$2K | 0.25% | 30 |
|
|
2014
Q1 | $537K | Buy |
8,719
+32
| +0.4% | +$1.86K | 0.24% | 26 |
|
|
2013
Q4 | $499K | Buy |
8,687
+504
| +6% | +$28.6K | 0.25% | 29 |
|
|
2013
Q3 | $436K | Buy |
8,183
+1,262
| +18% | +$67.9K | 0.23% | 37 |
|
|
2013
Q2 | $356K | Buy |
+6,921
| New | +$342K | 0.2% | 38 |
|
Other funds holding MDT
Allworth Financial's MDT Position: Q2 2026 in Review
Allworth Financial reduced its Medtronic (MDT) stake by 42% in Q2 2026, selling an estimated $2.95M and leaving 49,775 shares worth $3.89M. The position accounts for 0.02% of the portfolio, ranked #394.
Allworth Financial first reported a position in MDT in Q2 2013 and has held it in 53 quarters since. The position peaked at $8.32M in Q4 2025. 2,125 funds tracked by Wall St. Rank hold MDT as of Q2 2026.
- Allworth Financial held 49,775 shares of Medtronic worth $3.89M as of Q2 2026.
- Allworth Financial sold 36,596 Medtronic shares in Q2 2026, an estimated $2.95M.
- Medtronic made up 0.02% of Allworth Financial's portfolio in Q2 2026, its #394 holding.
- Allworth Financial first reported a position in Medtronic in Q2 2013 and has held it in 53 quarters since.
- Allworth Financial's Medtronic position peaked at $8.32M in Q4 2025.
- 2,125 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.
Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.