Ameritas Advisory Services’s Medtronic MDT Stock Holding History

Ameritas Advisory Services’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	$520K	Sell	6,003 -443	-7%	-$42.4K	0.02%	562
2025 Q4	$619K	Buy	6,446 +3,622	+128%	+$352K	0.02%	494
2025 Q3	$269K	Sell	2,824 -13,800	-83%	-$1.27M	0.02%	543
2025 Q2	$1.45M	Sell	16,624 -7,092	-30%	-$601K	0.08%	262
2025 Q1	$2.11M	Sell	23,716 -4,557	-16%	-$408K	0.09%	219
2024 Q4	$2.26M	Buy	28,273 +10,975	+63%	+$950K	0.08%	231
2024 Q3	$1.56M	Buy	17,298 +558	+3%	+$46.9K	0.07%	283
2024 Q2	$1.32M	Buy	16,740 +109	+0.7%	+$8.94K	0.05%	342
2024 Q1	$1.43M	Buy	16,631 +140	+0.8%	+$11.9K	0.06%	301
2023 Q4	$1.37M	Buy	16,491 +681	+4%	+$51.9K	0.08%	227
2023 Q3	$1.21M	Buy	15,810 +11,664	+281%	+$976K	0.06%	298
2023 Q2	$356K	Sell	4,146 -1,540	-27%	-$133K	0.05%	370
2023 Q1	$471K	Sell	5,686 -1,970	-26%	-$161K	0.02%	493
2022 Q4	$595K	Buy	7,656 +639	+9%	+$51.8K	0.03%	489
2022 Q3	$567K	Sell	7,017 -412	-6%	-$37K	0.03%	405
2022 Q2	$667K	Buy	7,429 +90	+1%	+$9.12K	0.04%	382
2022 Q1	$814K	Buy	7,339 +396	+6%	+$41.8K	0.03%	377
2021 Q4	$718K	Buy	+6,943	New	+$804K	0.03%	405

Other funds holding MDT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameritas Advisory Services's MDT Position: Q1 2026 in Review

Ameritas Advisory Services reduced its Medtronic (MDT) stake by 6.9% in Q1 2026, selling an estimated $42.4K and leaving 6,003 shares worth $520K. The position accounts for 0.02% of the portfolio, ranked #562.

Ameritas Advisory Services first reported a position in MDT in Q4 2021 and has held it in 18 quarters since. The position peaked at $2.26M in Q4 2024. 2,229 funds tracked by Wall St. Rank hold MDT as of Q1 2026.

Ameritas Advisory Services held 6,003 shares of Medtronic worth $520K as of Q1 2026.
Ameritas Advisory Services sold 443 Medtronic shares in Q1 2026, an estimated $42.4K.
Medtronic made up 0.02% of Ameritas Advisory Services's portfolio in Q1 2026, its #562 holding.
Ameritas Advisory Services first reported a position in Medtronic in Q4 2021 and has held it in 18 quarters since.
Ameritas Advisory Services's Medtronic position peaked at $2.26M in Q4 2024.
2,229 funds tracked by Wall St. Rank held Medtronic as of Q1 2026.

Based on Ameritas Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.