Belpointe Asset 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
$993K Sell
11,461
-5,251
-31% -$503K 0.04% 455
2025
Q4
$1.61M Buy
16,712
+6,088
+57% +$591K 0.06% 277
2025
Q3
$1.01M Buy
10,624
+3,099
+41% +$285K 0.04% 399
2025
Q2
$656K Buy
7,525
+32
+0.4% +$2.71K 0.03% 485
2025
Q1
$673K Sell
7,493
-607
-7% -$54.3K 0.04% 460
2024
Q4
$718K Buy
8,100
+60
+0.7% +$5.19K 0.04% 419
2024
Q3
$724K Buy
8,040
+1,284
+19% +$108K 0.04% 403
2024
Q2
$532K Sell
6,756
-10,809
-62% -$886K 0.04% 442
2024
Q1
$1.53M Sell
17,565
-2,250
-11% -$192K 0.11% 174
2023
Q4
$1.63M Sell
19,815
-4,355
-18% -$332K 0.14% 142
2023
Q3
$1.89M Buy
24,170
+8,167
+51% +$684K 0.2% 104
2023
Q2
$1.41M Sell
16,003
-4,748
-23% -$409K 0.15% 140
2023
Q1
$1.67M Buy
20,751
+3,458
+20% +$282K 0.09% 234
2022
Q4
$1.34M Sell
17,293
-1,125
-6% -$91.2K 0.08% 250
2022
Q3
$1.49M Buy
18,418
+4,864
+36% +$437K 0.1% 218
2022
Q2
$1.22M Sell
13,554
-227
-2% -$23K 0.08% 256
2022
Q1
$1.53M Sell
13,781
-282
-2% -$29.8K 0.09% 232
2021
Q4
$1.45M Buy
14,063
+1,092
+8% +$126K 0.09% 225
2021
Q3
$1.63M Sell
12,971
-293
-2% -$37.9K 0.11% 189
2021
Q2
$1.65M Buy
13,264
+1,986
+18% +$249K 0.12% 190
2021
Q1
$1.33M Sell
11,278
-2,295
-17% -$269K 0.11% 196
2020
Q4
$1.59M Buy
13,573
+8,688
+178% +$956K 0.14% 159
2020
Q3
$508K Buy
4,885
+63
+1% +$6.33K 0.06% 326
2020
Q2
$442K Buy
4,822
+379
+9% +$36.3K 0.06% 328
2020
Q1
$400K Sell
4,443
-972
-18% -$103K 0.07% 283
2019
Q4
$615K Buy
5,415
+1,941
+56% +$213K 0.08% 278
2019
Q3
$377K Sell
3,474
-37
-1% -$3.86K 0.06% 347
2019
Q2
$342K Sell
3,511
-1,070
-23% -$97.7K 0.07% 309
2019
Q1
$417K Buy
4,581
+1,196
+35% +$107K 0.08% 192
2018
Q4
$308K Buy
3,385
+335
+11% +$31.3K 0.08% 276
2018
Q3
$300K Buy
3,050
+486
+19% +$44.9K 0.05% 359
2018
Q2
$220K Buy
+2,564
New +$214K 0.06% 306
2018
Q1
Sell
-7,837
Closed -$633K 428
2017
Q4
$633K Buy
+7,837
New +$628K 0.14% 169

Other funds holding MDT

Belpointe Asset Management's MDT Position: Q1 2026 in Review

Belpointe Asset Management reduced its Medtronic (MDT) stake by 31% in Q1 2026, selling an estimated $503K and leaving 11,461 shares worth $993K. The position accounts for 0.04% of the portfolio, ranked #455.

Belpointe Asset Management first reported a position in MDT in Q4 2017 and has held it in 33 quarters since. The position peaked at $1.89M in Q3 2023. 2,231 funds tracked by Wall St. Rank hold MDT as of Q1 2026.

  • Belpointe Asset Management held 11,461 shares of Medtronic worth $993K as of Q1 2026.
  • Belpointe Asset Management sold 5,251 Medtronic shares in Q1 2026, an estimated $503K.
  • Medtronic made up 0.04% of Belpointe Asset Management's portfolio in Q1 2026, its #455 holding.
  • Belpointe Asset Management first reported a position in Medtronic in Q4 2017 and has held it in 33 quarters since.
  • Belpointe Asset Management's Medtronic position peaked at $1.89M in Q3 2023.
  • 2,231 funds tracked by Wall St. Rank held Medtronic as of Q1 2026.

Based on Belpointe Asset Management's 13F filing for Q1 2026, filed 28 Apr 2026.