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Cornerstone Advisory’s Medtronic MDT Stock Holding History

Cornerstone Advisory’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 		– Sell
-2,552
Closed -$245K – 271
2025
Q4 		$245K Buy
2,552
+8
+0.3% +$777 0.02% 219
2025
Q3 		$242K Buy
2,544
+32
+1% +$2.94K 0.02% 213
2025
Q2 		$219K Sell
2,512
-93
-4% -$7.89K 0.02% 226
2025
Q1 		$214K Buy
2,605
+30
+1% +$2.68K 0.03% 215
2024
Q4 		$239K Sell
2,575
-773
-23% -$66.9K 0.03% 213
2024
Q3 		$301K Sell
3,348
-477
-12% -$40.1K 0.04% 177
2024
Q2 		$301K Sell
3,825
-2,577
-40% -$211K 0.04% 169
2024
Q1 		$558K Buy
6,402
+625
+11% +$53.3K 0.08% 135
2023
Q4 		$476K Buy
5,777
+1,282
+29% +$97.7K 0.07% 144
2023
Q3 		$352K Sell
4,495
-215
-5% -$18K 0.06% 155
2023
Q2 		$415K Buy
4,710
+230
+5% +$19.8K 0.07% 143
2023
Q1 		$361K Buy
4,480
+1,276
+40% +$104K 0.07% 156
2022
Q4 		$249K Sell
3,204
-557
-15% -$45.1K 0.05% 177
2022
Q3 		$304K Buy
3,761
+901
+32% +$81K 0.07% 148
2022
Q2 		$257K Sell
2,860
-4,540
-61% -$460K 0.06% 166
2022
Q1 		$821K Buy
7,400
+961
+15% +$102K 0.13% 123
2021
Q4 		$666K Buy
6,439
+144
+2% +$16.7K 0.1% 153
2021
Q3 		$789K Sell
6,295
-200
-3% -$25.9K 0.13% 128
2021
Q2 		$806K Buy
6,495
+550
+9% +$69.1K 0.14% 121
2021
Q1 		$703K Buy
5,945
+1,050
+21% +$123K 0.13% 125
2020
Q4 		$573K Sell
4,895
-120
-2% -$13.2K 0.12% 134
2020
Q3 		$521K Buy
5,015
+1,917
+62% +$193K 0.12% 124
2020
Q2 		$284K Buy
+3,098
New +$297K 0.07% 145

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

Cornerstone Advisory's MDT Position: Q1 2026 in Review

Cornerstone Advisory sold out of Medtronic (MDT) in Q1 2026, closing a stake of 2,552 shares — an estimated $245K sold.

Cornerstone Advisory first reported a position in MDT in Q2 2020 and held it in 23 quarters. The position peaked at $821K in Q1 2022. 2,231 funds tracked by Wall St. Rank hold MDT as of Q1 2026.

  • Cornerstone Advisory reported no remaining Medtronic position as of Q1 2026 after selling out during the quarter.
  • Cornerstone Advisory sold 2,552 Medtronic shares in Q1 2026, an estimated $245K.
  • Cornerstone Advisory first reported a position in Medtronic in Q2 2020 and held it in 23 quarters.
  • Cornerstone Advisory's Medtronic position peaked at $821K in Q1 2022.
  • 2,231 funds tracked by Wall St. Rank held Medtronic as of Q1 2026.

Based on Cornerstone Advisory's 13F filing for Q1 2026, filed 4 May 2026.