Bartlett & Co 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
Q1 | $282K | Sell |
3,601
-973
| -21% | -$93.2K | ﹤0.01% | 406 |
|
|
2025
Q4 | $442K | Sell |
4,574
-458
| -9% | -$44.5K | 0.01% | 345 |
|
|
2025
Q3 | $482K | Buy |
5,032
+96
| +2% | +$8.82K | 0.01% | 340 |
|
|
2025
Q2 | $433K | Sell |
4,936
-1,739
| -26% | -$147K | 0.01% | 353 |
|
|
2025
Q1 | $604K | Sell |
6,675
-130
| -2% | -$11.6K | 0.01% | 302 |
|
|
2024
Q4 | $548K | Sell |
6,805
-2,472
| -27% | -$214K | 0.01% | 314 |
|
|
2024
Q3 | $842K | Buy |
9,277
+178
| +2% | +$15K | 0.01% | 277 |
|
|
2024
Q2 | $723K | Sell |
9,099
-100
| -1% | -$8.2K | 0.01% | 285 |
|
|
2024
Q1 | $808K | Sell |
9,199
-2,601
| -22% | -$222K | 0.01% | 285 |
|
|
2023
Q4 | $984K | Sell |
11,800
-937
| -7% | -$71.4K | 0.02% | 276 |
|
|
2023
Q3 | $1.01M | Sell |
12,737
-59
| -0.5% | -$4.94K | 0.02% | 261 |
|
|
2023
Q2 | $1.14M | Buy |
12,796
+2,015
| +19% | +$173K | 0.02% | 258 |
|
|
2023
Q1 | $878K | Sell |
10,781
-2,403
| -18% | -$196K | 0.02% | 237 |
|
|
2022
Q4 | $1.03M | Sell |
13,184
-5,599
| -30% | -$454K | 0.02% | 228 |
|
|
2022
Q3 | $1.53M | Sell |
18,783
-75
| -0.4% | -$6.74K | 0.03% | 190 |
|
|
2022
Q2 | $1.71M | Sell |
18,858
-7,569
| -29% | -$767K | 0.03% | 178 |
|
|
2022
Q1 | $2.95M | Sell |
26,427
-2,613
| -9% | -$276K | 0.05% | 157 |
|
|
2021
Q4 | $3.02M | Sell |
29,040
-819
| -3% | -$94.8K | 0.05% | 161 |
|
|
2021
Q3 | $3.76M | Buy |
29,859
+688
| +2% | +$89K | 0.07% | 137 |
|
|
2021
Q2 | $3.64M | Sell |
29,171
-1,092
| -4% | -$137K | 0.07% | 139 |
|
|
2021
Q1 | $3.59M | Buy |
30,263
+717
| +2% | +$84K | 0.07% | 138 |
|
|
2020
Q4 | $3.48M | Sell |
29,546
-338
| -1% | -$37.2K | 0.07% | 143 |
|
|
2020
Q3 | $3.12M | Sell |
29,884
-2,906
| -9% | -$292K | 0.07% | 139 |
|
|
2020
Q2 | $3.03M | Sell |
32,790
-1,294
| -4% | -$124K | 0.08% | 140 |
|
|
2020
Q1 | $3.09M | Sell |
34,084
-2,610
| -7% | -$278K | 0.09% | 134 |
|
|
2019
Q4 | $4.18M | Sell |
36,694
-172
| -0.5% | -$18.9K | 0.1% | 130 |
|
|
2019
Q3 | $4.02M | Buy |
36,866
+34,693
| +1,597% | +$3.62M | 0.11% | 128 |
|
|
2019
Q2 | $212K | Buy |
2,173
+7
| +0.3% | +$639 | 0.01% | 253 |
|
|
2019
Q1 | $198K | Sell |
2,166
-461
| -18% | -$41.3K | 0.01% | 255 |
|
|
2018
Q4 | $240K | Hold |
2,627
| – | – | 0.01% | 238 |
|
|
2018
Q3 | $260K | Sell |
2,627
-80
| -3% | -$7.4K | 0.01% | 238 |
|
|
2018
Q2 | $232K | Buy |
2,707
+870
| +47% | +$72.7K | 0.01% | 239 |
|
|
2018
Q1 | $148K | Buy |
+1,837
| New | +$152K | 0.01% | 282 |
|
Other funds holding MDT
VCM
VPM
Bartlett & Co Wealth Management's MDT Position: Q1 2026 in Review
Bartlett & Co Wealth Management reduced its Medtronic (MDT) stake by 21% in Q1 2026, selling an estimated $93.2K and leaving 3,601 shares worth $282K. The position accounts for ﹤0.01% of the portfolio, ranked #406.
Bartlett & Co Wealth Management first reported a position in MDT in Q1 2018 and has held it in 33 quarters since. The position peaked at $4.18M in Q4 2019. 2,229 funds tracked by Wall St. Rank hold MDT as of Q1 2026.
- Bartlett & Co Wealth Management held 3,601 shares of Medtronic worth $282K as of Q1 2026.
- Bartlett & Co Wealth Management sold 973 Medtronic shares in Q1 2026, an estimated $93.2K.
- Medtronic made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q1 2026, its #406 holding.
- Bartlett & Co Wealth Management first reported a position in Medtronic in Q1 2018 and has held it in 33 quarters since.
- Bartlett & Co Wealth Management's Medtronic position peaked at $4.18M in Q4 2019.
- 2,229 funds tracked by Wall St. Rank held Medtronic as of Q1 2026.
Based on Bartlett & Co Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.