Avior Wealth Management’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
$1.26M Buy
16,127
+278
+2% +$22.4K 0.03% 320
2026
Q1
$1.37M Buy
15,849
+1,567
+11% +$150K 0.04% 293
2025
Q4
$1.37M Sell
14,282
-1,471
-9% -$143K 0.04% 256
2025
Q3
$1.5M Buy
15,753
+376
+2% +$34.6K 0.05% 233
2025
Q2
$1.34M Buy
15,377
+13,638
+784% +$1.16M 0.05% 236
2025
Q1
$156K Sell
1,739
-10,868
-86% -$973K 0.01% 682
2024
Q4
$1.01M Sell
12,607
-1,104
-8% -$95.6K 0.04% 287
2024
Q3
$1.23M Sell
13,711
-531
-4% -$44.7K 0.05% 247
2024
Q2
$1.12M Sell
14,242
-813
-5% -$66.7K 0.05% 245
2024
Q1
$1.31M Buy
15,055
+1,555
+12% +$133K 0.06% 231
2023
Q4
$1.11M Sell
13,500
-195
-1% -$14.9K 0.07% 191
2023
Q3
$1.07M Buy
13,695
+93
+0.7% +$7.79K 0.07% 176
2023
Q2
$1.2M Sell
13,602
-265
-2% -$22.8K 0.08% 172
2023
Q1
$1.12M Buy
13,867
+114
+0.8% +$9.29K 0.08% 181
2022
Q4
$1.07M Buy
13,753
+1,953
+17% +$158K 0.08% 179
2022
Q3
$952K Buy
11,800
+599
+5% +$53.8K 0.08% 173
2022
Q2
$1M Buy
11,201
+1,837
+20% +$186K 0.1% 146
2022
Q1
$1.04M Sell
9,364
-226
-2% -$23.9K 0.09% 161
2021
Q4
$991K Sell
9,590
-3,039
-24% -$352K 0.08% 198
2021
Q3
$1.58M Buy
12,629
+2,290
+22% +$296K 0.13% 131
2021
Q2
$1.28M Buy
10,339
+1,405
+16% +$176K 0.13% 142
2021
Q1
$1.05M Sell
8,934
-197
-2% -$23.1K 0.11% 170
2020
Q4
$1.07M Buy
9,131
+396
+5% +$43.6K 0.13% 145
2020
Q3
$907K Sell
8,735
-1,274
-13% -$128K 0.13% 149
2020
Q2
$917K Buy
10,009
+67
+0.7% +$6.42K 0.14% 143
2020
Q1
$896K Buy
9,942
+1,081
+12% +$115K 0.18% 130
2019
Q4
$1M Sell
8,861
-1,691
-16% -$186K 0.16% 134
2019
Q3
$1.15M Sell
10,552
-1,406
-12% -$147K 0.2% 113
2019
Q2
$1.17M Buy
11,958
+7,010
+142% +$640K 0.21% 109
2019
Q1
$449K Buy
4,948
+188
+4% +$16.8K 0.1% 215
2018
Q4
$432K Buy
4,760
+450
+10% +$42.1K 0.1% 188
2018
Q3
$424K Hold
4,310
0.09% 210
2018
Q2
$369K Buy
4,310
+73
+2% +$6.1K 0.08% 216
2018
Q1
$340K Sell
4,237
-465
-10% -$38.4K 0.08% 216
2017
Q4
$380K Buy
4,702
+4,553
+3,056% +$365K 0.09% 207
2017
Q3
$12K Buy
149
+109
+273% +$9.05K ﹤0.01% 316
2017
Q2
$4K Sell
40
-164
-80% -$13.8K ﹤0.01% 380
2017
Q1
$16K Sell
204
-103
-34% -$8.05K 0.01% 317
2016
Q4
$22K Sell
307
-1,895
-86% -$149K 0.01% 282
2016
Q3
$190K Buy
2,202
+1,441
+189% +$126K 0.07% 138
2016
Q2
$66K Sell
761
-191
-20% -$15.4K 0.03% 187
2016
Q1
$71K Buy
952
+49
+5% +$3.69K 0.03% 174
2015
Q4
$69K Buy
903
+144
+19% +$10.8K 0.04% 159
2015
Q3
$51K Buy
759
+1
+0.1% +$74 0.03% 168
2015
Q2
$56K Buy
758
+1
+0.1% +$76 0.04% 127
2015
Q1
$59K Buy
757
+688
+997% +$52.1K 0.05% 124
2014
Q4
$5K Hold
69
﹤0.01% 265
2014
Q3
$4K Hold
69
﹤0.01% 276
2014
Q2
$4K Hold
69
﹤0.01% 280
2014
Q1
$4K Buy
+69
New +$4.02K ﹤0.01% 284

Other funds holding MDT

Avior Wealth Management's MDT Position: Q2 2026 in Review

Avior Wealth Management increased its Medtronic (MDT) stake by 1.8% in Q2 2026, buying an estimated $22.4K and bringing the position to 16,127 shares worth $1.26M. The position accounts for 0.03% of the portfolio, ranked #320.

Avior Wealth Management first reported a position in MDT in Q1 2014 and has held it in 50 quarters since. The position peaked at $1.58M in Q3 2021. 2,128 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • Avior Wealth Management held 16,127 shares of Medtronic worth $1.26M as of Q2 2026.
  • Avior Wealth Management bought 278 Medtronic shares in Q2 2026, an estimated $22.4K.
  • Medtronic made up 0.03% of Avior Wealth Management's portfolio in Q2 2026, its #320 holding.
  • Avior Wealth Management first reported a position in Medtronic in Q1 2014 and has held it in 50 quarters since.
  • Avior Wealth Management's Medtronic position peaked at $1.58M in Q3 2021.
  • 2,128 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.