Avantax Planning Partners’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 | $384K | Sell |
4,908
-828
| -14% | -$66.8K | 0.01% | 325 |
|
|
2026
Q1 | $497K | Sell |
5,736
-112
| -2% | -$10.7K | 0.01% | 280 |
|
|
2025
Q4 | $562K | Sell |
5,848
-8
| -0.1% | -$777 | 0.02% | 255 |
|
|
2025
Q3 | $558K | Sell |
5,856
-1,130
| -16% | -$104K | 0.02% | 257 |
|
|
2025
Q2 | $609K | Sell |
6,986
-180
| -3% | -$15.3K | 0.02% | 239 |
|
|
2025
Q1 | $644K | Buy |
7,166
+19
| +0.3% | +$1.7K | 0.02% | 222 |
|
|
2024
Q4 | $571K | Sell |
7,147
-20
| -0.3% | -$1.73K | 0.02% | 238 |
|
|
2024
Q3 | $645K | Sell |
7,167
-988
| -12% | -$83.1K | 0.02% | 220 |
|
|
2024
Q2 | $642K | Buy |
8,155
+205
| +3% | +$16.8K | 0.02% | 251 |
|
|
2024
Q1 | $693K | Buy |
7,950
+1,943
| +32% | +$166K | 0.02% | 250 |
|
|
2023
Q4 | $495K | Sell |
6,007
-315
| -5% | -$24K | 0.02% | 239 |
|
|
2023
Q3 | $495K | Buy |
6,322
+193
| +3% | +$16.2K | 0.02% | 225 |
|
|
2023
Q2 | $540K | Buy |
6,129
+29
| +0.5% | +$2.5K | 0.02% | 226 |
|
|
2023
Q1 | $492K | Sell |
6,100
-500
| -8% | -$40.8K | 0.02% | 233 |
|
|
2022
Q4 | $513K | Buy |
6,600
+141
| +2% | +$11.4K | 0.02% | 231 |
|
|
2022
Q3 | $522K | Buy |
6,459
+42
| +0.7% | +$3.77K | 0.02% | 218 |
|
|
2022
Q2 | $576K | Sell |
6,417
-754
| -11% | -$76.4K | 0.02% | 206 |
|
|
2022
Q1 | $796K | Sell |
7,171
-125
| -2% | -$13.2K | 0.03% | 181 |
|
|
2021
Q4 | $755K | Sell |
7,296
-69
| -0.9% | -$7.99K | 0.03% | 181 |
|
|
2021
Q3 | $923K | Buy |
7,365
+197
| +3% | +$25.5K | 0.04% | 147 |
|
|
2021
Q2 | $890K | Buy |
7,168
+35
| +0.5% | +$4.39K | 0.04% | 142 |
|
|
2021
Q1 | $843K | Buy |
7,133
+233
| +3% | +$27.3K | 0.04% | 142 |
|
|
2020
Q4 | $808K | Sell |
6,900
-271
| -4% | -$29.8K | 0.04% | 142 |
|
|
2020
Q3 | $745K | Buy |
7,171
+413
| +6% | +$41.5K | 0.04% | 145 |
|
|
2020
Q2 | $620K | Sell |
6,758
-8
| -0.1% | -$767 | 0.04% | 154 |
|
|
2020
Q1 | $610K | Sell |
6,766
-107
| -2% | -$11.4K | 0.04% | 138 |
|
|
2019
Q4 | $780K | Sell |
6,873
-203
| -3% | -$22.3K | 0.05% | 131 |
|
|
2019
Q3 | $769K | Buy |
7,076
+2,185
| +45% | +$228K | 0.05% | 131 |
|
|
2019
Q2 | $479K | Buy |
4,891
+465
| +11% | +$42.5K | 0.03% | 177 |
|
|
2019
Q1 | $403K | Sell |
4,426
-850
| -16% | -$76.1K | 0.03% | 192 |
|
|
2018
Q4 | $480K | Buy |
5,276
+141
| +3% | +$13.2K | 0.04% | 149 |
|
|
2018
Q3 | $505K | Buy |
5,135
+1,069
| +26% | +$98.8K | 0.04% | 137 |
|
|
2018
Q2 | $348K | Sell |
4,066
-1,597
| -28% | -$133K | 0.03% | 164 |
|
|
2018
Q1 | $454K | Sell |
5,663
-232
| -4% | -$19.1K | 0.04% | 182 |
|
|
2017
Q4 | $476K | Sell |
5,895
-593
| -9% | -$47.5K | 0.04% | 175 |
|
|
2017
Q3 | $505K | Sell |
6,488
-80
| -1% | -$6.64K | 0.04% | 207 |
|
|
2017
Q2 | $583K | Buy |
6,568
+1,086
| +20% | +$91.6K | 0.05% | 171 |
|
|
2017
Q1 | $442K | Sell |
5,482
-111
| -2% | -$8.67K | 0.04% | 196 |
|
|
2016
Q4 | $398K | Buy |
+5,593
| New | +$439K | 0.04% | 194 |
|
Other funds holding MDT
Avantax Planning Partners's MDT Position: Q2 2026 in Review
Avantax Planning Partners reduced its Medtronic (MDT) stake by 14% in Q2 2026, selling an estimated $66.8K and leaving 4,908 shares worth $384K. The position accounts for 0.01% of the portfolio, ranked #325.
Avantax Planning Partners first reported a position in MDT in Q4 2016 and has held it in 39 quarters since. The position peaked at $923K in Q3 2021. 2,128 funds tracked by Wall St. Rank hold MDT as of Q2 2026.
- Avantax Planning Partners held 4,908 shares of Medtronic worth $384K as of Q2 2026.
- Avantax Planning Partners sold 828 Medtronic shares in Q2 2026, an estimated $66.8K.
- Medtronic made up 0.01% of Avantax Planning Partners's portfolio in Q2 2026, its #325 holding.
- Avantax Planning Partners first reported a position in Medtronic in Q4 2016 and has held it in 39 quarters since.
- Avantax Planning Partners's Medtronic position peaked at $923K in Q3 2021.
- 2,128 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.
Based on Avantax Planning Partners's 13F filing for Q2 2026, filed 28 Jul 2026.