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Avantax Advisory Services’s Medtronic MDT Stock Holding History

Avantax 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
2025
Q2 		$13.3M Buy
152,823
+6,391
+4% +$542K 0.07% 204
2025
Q1 		$13.2M Buy
146,432
+16,535
+13% +$1.48M 0.08% 194
2024
Q4 		$10.4M Sell
129,897
-2,288
-2% -$198K 0.07% 218
2024
Q3 		$11.9M Buy
132,185
+3,589
+3% +$302K 0.08% 185
2024
Q2 		$10.1M Buy
128,596
+60,908
+90% +$4.99M 0.07% 205
2024
Q1 		$5.9M Buy
67,688
+113
+0.2% +$9.64K 0.05% 271
2023
Q4 		$5.57M Buy
67,575
+10,301
+18% +$785K 0.06% 259
2023
Q3 		$4.49M Buy
57,274
+10,317
+22% +$864K 0.05% 280
2023
Q2 		$4.14M Buy
46,957
+5,235
+13% +$451K 0.05% 295
2023
Q1 		$3.36M Buy
41,722
+2,207
+6% +$180K 0.04% 323
2022
Q4 		$3.07M Sell
39,515
-290
-0.7% -$23.5K 0.04% 328
2022
Q3 		$3.21M Buy
39,805
+4,968
+14% +$446K 0.05% 280
2022
Q2 		$3.13M Buy
34,837
+9,813
+39% +$994K 0.05% 286
2022
Q1 		$2.78M Buy
25,024
+3,358
+15% +$355K 0.04% 310
2021
Q4 		$2.24M Sell
21,666
-4,069
-16% -$471K 0.03% 345
2021
Q3 		$3.23M Buy
25,735
+1,320
+5% +$171K 0.05% 258
2021
Q2 		$3.03M Buy
24,415
+2,641
+12% +$332K 0.06% 253
2021
Q1 		$2.58M Buy
21,774
+342
+2% +$40.1K 0.06% 253
2020
Q4 		$2.51M Sell
21,432
-15,849
-43% -$1.74M 0.06% 225
2020
Q3 		$3.86M Buy
37,281
+18,175
+95% +$1.83M 0.06% 240
2020
Q2 		$1.76M Buy
19,106
+4,463
+30% +$428K 0.05% 241
2020
Q1 		$1.32M Buy
14,643
+1,274
+10% +$136K 0.04% 256
2019
Q4 		$1.52M Buy
13,369
+3,211
+32% +$352K 0.04% 263
2019
Q3 		$1.1M Buy
10,158
+539
+6% +$56.2K 0.04% 197
2019
Q2 		$937K Buy
9,619
+548
+6% +$50K 0.04% 202
2019
Q1 		$826K Buy
9,071
+714
+9% +$63.9K 0.04% 199
2018
Q4 		$764K Buy
+8,357
New +$781K 0.13% 161

Other funds holding MDT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Avantax Advisory Services's MDT Position: Q2 2025 in Review

Avantax Advisory Services increased its Medtronic (MDT) stake by 4.4% in Q2 2025, buying an estimated $542K and bringing the position to 152,823 shares worth $13.3M. The position accounts for 0.07% of the portfolio, ranked #204.

Avantax Advisory Services first reported a position in MDT in Q4 2018 and has held it in 27 quarters since. 2,139 funds tracked by Wall St. Rank hold MDT as of Q2 2025.

  • Avantax Advisory Services held 152,823 shares of Medtronic worth $13.3M as of Q2 2025.
  • Avantax Advisory Services bought 6,391 Medtronic shares in Q2 2025, an estimated $542K.
  • Medtronic made up 0.07% of Avantax Advisory Services's portfolio in Q2 2025, its #204 holding.
  • Avantax Advisory Services first reported a position in Medtronic in Q4 2018 and has held it in 27 quarters since.
  • 2,139 funds tracked by Wall St. Rank held Medtronic as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.