Arete Wealth 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
Q1 | $2.17M | Buy |
25,047
+1,914
| +8% | +$183K | 0.16% | 154 |
|
|
2025
Q4 | $2.22M | Sell |
23,133
-207
| -0.9% | -$20.1K | 0.14% | 164 |
|
|
2025
Q3 | $2.22M | Sell |
23,340
-219
| -0.9% | -$20.1K | 0.14% | 148 |
|
|
2025
Q2 | $2.05M | Buy |
23,559
+424
| +2% | +$36K | 0.15% | 139 |
|
|
2025
Q1 | $2.08M | Sell |
23,135
-8,185
| -26% | -$732K | 0.16% | 135 |
|
|
2024
Q4 | $2.5M | Buy |
31,320
+4,228
| +16% | +$366K | 0.18% | 119 |
|
|
2024
Q3 | $2.43M | Sell |
27,092
-6,123
| -18% | -$515K | 0.21% | 106 |
|
|
2024
Q2 | $2.61M | Buy |
33,215
+8,053
| +32% | +$660K | 0.21% | 100 |
|
|
2024
Q1 | $2.19M | Sell |
25,162
-114
| -0.5% | -$9.73K | 0.2% | 115 |
|
|
2023
Q4 | $2.08M | Buy |
25,276
+1,425
| +6% | +$109K | 0.16% | 132 |
|
|
2023
Q3 | $1.87M | Buy |
23,851
+10,560
| +79% | +$884K | 0.32% | 68 |
|
|
2023
Q2 | $1.17M | Buy |
13,291
+246
| +2% | +$21.2K | 0.1% | 189 |
|
|
2023
Q1 | $1.05M | Buy |
13,045
+324
| +3% | +$26.4K | 0.09% | 205 |
|
|
2022
Q4 | $989M | Buy |
12,721
+675
| +6% | +$54.7K | 0.09% | 204 |
|
|
2022
Q3 | $973K | Buy |
12,046
+5,631
| +88% | +$506K | 0.1% | 183 |
|
|
2022
Q2 | $576K | Sell |
6,415
-1,422
| -18% | -$144K | 0.06% | 216 |
|
|
2022
Q1 | $869K | Buy |
7,837
+993
| +15% | +$105K | 0.07% | 202 |
|
|
2021
Q4 | $720K | Buy |
6,844
+2,029
| +42% | +$235K | 0.06% | 225 |
|
|
2021
Q3 | $604K | Buy |
4,815
+194
| +4% | +$25.1K | 0.07% | 230 |
|
|
2021
Q2 | $481K | Sell |
4,621
-266
| -5% | -$33.4K | 0.07% | 215 |
|
|
2021
Q1 | $577K | Buy |
4,887
+1,303
| +36% | +$153K | 0.07% | 220 |
|
|
2020
Q4 | $419K | Sell |
3,584
-15,089
| -81% | -$1.66M | 0.06% | 259 |
|
|
2020
Q3 | $1.9M | Sell |
18,673
-835
| -4% | -$83.9K | 0.29% | 85 |
|
|
2020
Q2 | $1.79M | Buy |
19,508
+154
| +0.8% | +$14.8K | 0.31% | 84 |
|
|
2020
Q1 | $1.75M | Buy |
19,354
+594
| +3% | +$63.2K | 0.34% | 69 |
|
|
2019
Q4 | $2.13M | Sell |
18,760
-1,320
| -7% | -$145K | 0.37% | 66 |
|
|
2019
Q3 | $2.18M | Buy |
20,080
+635
| +3% | +$66.3K | 0.42% | 58 |
|
|
2019
Q2 | $1.89M | Sell |
19,445
-1,985
| -9% | -$181K | 0.37% | 71 |
|
|
2019
Q1 | $1.95M | Buy |
21,430
+6,288
| +42% | +$563K | 0.41% | 59 |
|
|
2018
Q4 | $1.38M | Buy |
15,142
+8,965
| +145% | +$838K | 0.33% | 75 |
|
|
2018
Q3 | $608K | Buy |
6,177
+545
| +10% | +$50.4K | 0.13% | 166 |
|
|
2018
Q2 | $482K | Buy |
5,632
+1,070
| +23% | +$89.4K | 0.11% | 200 |
|
|
2018
Q1 | $366K | Buy |
+4,562
| New | +$376K | 0.12% | 211 |
|
Other funds holding MDT
VCM
VPM
Arete Wealth Advisors's MDT Position: Q1 2026 in Review
Arete Wealth Advisors increased its Medtronic (MDT) stake by 8.3% in Q1 2026, buying an estimated $183K and bringing the position to 25,047 shares worth $2.17M. The position accounts for 0.16% of the portfolio, ranked #154.
Arete Wealth Advisors first reported a position in MDT in Q1 2018 and has held it in 33 quarters since. The position peaked at $989M in Q4 2022. 2,229 funds tracked by Wall St. Rank hold MDT as of Q1 2026.
- Arete Wealth Advisors held 25,047 shares of Medtronic worth $2.17M as of Q1 2026.
- Arete Wealth Advisors bought 1,914 Medtronic shares in Q1 2026, an estimated $183K.
- Medtronic made up 0.16% of Arete Wealth Advisors's portfolio in Q1 2026, its #154 holding.
- Arete Wealth Advisors first reported a position in Medtronic in Q1 2018 and has held it in 33 quarters since.
- Arete Wealth Advisors's Medtronic position peaked at $989M in Q4 2022.
- 2,229 funds tracked by Wall St. Rank held Medtronic as of Q1 2026.
Based on Arete Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.