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Beacon Pointe Advisors’s Medtronic MDT Stock Holding History

Beacon Pointe Advisors’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
2026
Q1 		$2.93M Buy
33,822
+11,565
+52% +$1.11M 0.02% 623
2025
Q4 		$2.14M Buy
22,257
+5,634
+34% +$547K 0.02% 587
2025
Q3 		$1.58M Sell
16,623
-961
-5% -$88.3K 0.01% 602
2025
Q2 		$1.53M Sell
17,584
-84,044
-83% -$7.13M 0.02% 544
2025
Q1 		$9.13M Buy
101,628
+81,272
+399% +$7.27M 0.1% 185
2024
Q4 		$1.63M Buy
20,356
+3,589
+21% +$311K 0.02% 506
2024
Q3 		$1.51M Sell
16,767
-23,379
-58% -$1.97M 0.02% 529
2024
Q2 		$3.16M Sell
40,146
-9,260
-19% -$759K 0.04% 378
2024
Q1 		$4.31M Sell
49,406
-8,697
-15% -$742K 0.05% 324
2023
Q4 		$4.79M Sell
58,103
-90,707
-61% -$6.91M 0.06% 296
2023
Q3 		$11.7M Buy
148,810
+83,053
+126% +$6.95M 0.15% 148
2023
Q2 		$5.79M Buy
65,757
+125
+0.2% +$10.8K 0.09% 193
2023
Q1 		$5.29M Buy
65,632
+2,920
+5% +$238K 0.09% 204
2022
Q4 		$4.87M Sell
62,712
-39,887
-39% -$3.23M 0.09% 197
2022
Q3 		$8.29M Sell
102,599
-8,647
-8% -$777K 0.19% 126
2022
Q2 		$9.98M Sell
111,246
-90,430
-45% -$9.16M 0.21% 111
2022
Q1 		$22.4M Buy
201,676
+168,777
+513% +$17.8M 0.31% 76
2021
Q4 		$3.4M Sell
32,899
-73,506
-69% -$8.51M 0.09% 183
2021
Q3 		$13.3M Buy
106,405
+79,056
+289% +$10.2M 0.33% 79
2021
Q2 		$3.4M Buy
27,349
+16,273
+147% +$2.04M 0.12% 159
2021
Q1 		$1.31M Buy
11,076
+5,816
+111% +$682K 0.08% 180
2020
Q4 		$616K Buy
5,260
+1,438
+38% +$158K 0.04% 247
2020
Q3 		$397K Sell
3,822
-267
-7% -$26.8K 0.04% 257
2020
Q2 		$373K Buy
4,089
+1,480
+57% +$142K 0.04% 273
2020
Q1 		$234K Buy
2,609
+690
+36% +$73.4K 0.04% 258
2019
Q4 		$219K Buy
+1,919
New +$211K 0.07% 205
2019
Q2 		– Sell
-7,287
Closed -$664K – 212
2019
Q1 		$664K Buy
+7,287
New +$652K 0.25% 100

Other funds holding MDT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Beacon Pointe Advisors's MDT Position: Q1 2026 in Review

Beacon Pointe Advisors increased its Medtronic (MDT) stake by 52% in Q1 2026, buying an estimated $1.11M and bringing the position to 33,822 shares worth $2.93M. The position accounts for 0.02% of the portfolio, ranked #623.

Beacon Pointe Advisors first reported a position in MDT in Q1 2019 and has held it in 27 quarters since. The position peaked at $22.4M in Q1 2022. 2,229 funds tracked by Wall St. Rank hold MDT as of Q1 2026.

  • Beacon Pointe Advisors held 33,822 shares of Medtronic worth $2.93M as of Q1 2026.
  • Beacon Pointe Advisors bought 11,565 Medtronic shares in Q1 2026, an estimated $1.11M.
  • Medtronic made up 0.02% of Beacon Pointe Advisors's portfolio in Q1 2026, its #623 holding.
  • Beacon Pointe Advisors first reported a position in Medtronic in Q1 2019 and has held it in 27 quarters since.
  • Beacon Pointe Advisors's Medtronic position peaked at $22.4M in Q1 2022.
  • 2,229 funds tracked by Wall St. Rank held Medtronic as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.