Crestwood Advisors Group’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 | $1.68M | Buy |
19,375
+7,773
| +67% | +$745K | 0.03% | 243 |
|
|
2025
Q4 | $1.11M | Buy |
11,602
+2,802
| +32% | +$272K | 0.02% | 267 |
|
|
2025
Q3 | $838K | Buy |
8,800
+2,140
| +32% | +$197K | 0.01% | 304 |
|
|
2025
Q2 | $581K | Sell |
6,660
-275
| -4% | -$23.3K | 0.01% | 328 |
|
|
2025
Q1 | $623K | Buy |
6,935
+411
| +6% | +$36.8K | 0.01% | 318 |
|
|
2024
Q4 | $521K | Sell |
6,524
-565
| -8% | -$48.9K | 0.01% | 300 |
|
|
2024
Q3 | $638K | Buy |
7,089
+525
| +8% | +$44.2K | 0.01% | 267 |
|
|
2024
Q2 | $517K | Sell |
6,564
-648
| -9% | -$53.1K | 0.01% | 275 |
|
|
2024
Q1 | $629K | Buy |
7,212
+1,691
| +31% | +$144K | 0.01% | 252 |
|
|
2023
Q4 | $455K | Buy |
5,521
+623
| +13% | +$47.5K | 0.01% | 269 |
|
|
2023
Q3 | $384K | Buy |
4,898
+2,067
| +73% | +$173K | 0.01% | 269 |
|
|
2023
Q2 | $249K | Buy |
2,831
+252
| +10% | +$21.7K | 0.01% | 226 |
|
|
2023
Q1 | $208K | Sell |
2,579
-45
| -2% | -$3.67K | 0.01% | 248 |
|
|
2022
Q4 | $204K | Buy |
2,624
+86
| +3% | +$6.97K | 0.01% | 251 |
|
|
2022
Q3 | $205K | Sell |
2,538
-2,257
| -47% | -$203K | 0.01% | 249 |
|
|
2022
Q2 | $430K | Buy |
4,795
+309
| +7% | +$31.3K | 0.01% | 200 |
|
|
2022
Q1 | $498K | Sell |
4,486
-111,927
| -96% | -$11.8M | 0.01% | 200 |
|
|
2021
Q4 | $12M | Sell |
116,413
-241,065
| -67% | -$27.9M | 0.31% | 70 |
|
|
2021
Q3 | $44.8M | Buy |
357,478
+465
| +0.1% | +$60.2K | 1.27% | 27 |
|
|
2021
Q2 | $44.3M | Buy |
357,013
+8,133
| +2% | +$1.02M | 1.28% | 25 |
|
|
2021
Q1 | $41.2M | Buy |
348,880
+13,223
| +4% | +$1.55M | 1.3% | 24 |
|
|
2020
Q4 | $39.3M | Buy |
335,657
+26,765
| +9% | +$2.95M | 1.3% | 24 |
|
|
2020
Q3 | $32.1M | Buy |
308,892
+544
| +0.2% | +$54.6K | 1.21% | 30 |
|
|
2020
Q2 | $28.3M | Buy |
308,348
+10,613
| +4% | +$1.02M | 1.13% | 33 |
|
|
2020
Q1 | $26.9M | Buy |
297,735
+17,069
| +6% | +$1.82M | 1.33% | 24 |
|
|
2019
Q4 | $31.8M | Buy |
280,666
+6,407
| +2% | +$703K | 1.26% | 26 |
|
|
2019
Q3 | $29.8M | Buy |
274,259
+5,253
| +2% | +$548K | 1.31% | 26 |
|
|
2019
Q2 | $26.2M | Buy |
269,006
+6,746
| +3% | +$616K | 1.19% | 31 |
|
|
2019
Q1 | $23.9M | Buy |
262,260
+7,199
| +3% | +$644K | 1.71% | 20 |
|
|
2018
Q4 | $23.2M | Buy |
255,061
+2,857
| +1% | +$267K | 1.85% | 18 |
|
|
2018
Q3 | $24.8M | Sell |
252,204
-2,343
| -0.9% | -$217K | 1.74% | 18 |
|
|
2018
Q2 | $23.1M | Sell |
254,547
-1,214
| -0.5% | -$101K | 1.68% | 19 |
|
|
2018
Q1 | $20.5M | Buy |
255,761
+9,210
| +4% | +$760K | 1.61% | 22 |
|
|
2017
Q4 | $19.9M | Sell |
246,551
-5,444
| -2% | -$436K | 1.58% | 22 |
|
|
2017
Q3 | $19.6M | Buy |
251,995
+4,275
| +2% | +$355K | 1.68% | 21 |
|
|
2017
Q2 | $20.9M | Sell |
247,720
-4,041
| -2% | -$341K | 1.78% | 20 |
|
|
2017
Q1 | $21.3M | Buy |
251,761
+22,297
| +10% | +$1.74M | 1.88% | 15 |
|
|
2016
Q4 | $16.3M | Sell |
229,464
-15,412
| -6% | -$1.21M | 1.58% | 26 |
|
|
2016
Q3 | $21.2M | Buy |
244,876
+7,473
| +3% | +$651K | 2.53% | 10 |
|
|
2016
Q2 | $20.6M | Buy |
237,403
+1,907
| +0.8% | +$154K | 2.55% | 12 |
|
|
2016
Q1 | $17.7M | Buy |
235,496
+10,899
| +5% | +$821K | 2.08% | 18 |
|
|
2015
Q4 | $17.3M | Buy |
224,597
+5,704
| +3% | +$429K | 2.08% | 15 |
|
|
2015
Q3 | $14.7M | Buy |
218,893
+11,440
| +6% | +$843K | 1.9% | 24 |
|
|
2015
Q2 | $15.4M | Buy |
207,453
+20,260
| +11% | +$1.55M | 2.05% | 17 |
|
|
2015
Q1 | $14.6M | Buy |
187,193
+55,025
| +42% | +$4.17M | 2.08% | 19 |
|
|
2014
Q4 | $9.54M | Buy |
132,168
+126,749
| +2,339% | +$8.8M | 1.44% | 38 |
|
|
2014
Q3 | $336K | Sell |
5,419
-247
| -4% | -$15.7K | 0.05% | 89 |
|
|
2014
Q2 | $361K | Sell |
5,666
-157
| -3% | -$9.54K | 0.06% | 86 |
|
|
2014
Q1 | $358K | Sell |
5,823
-1,254
| -18% | -$73K | 0.06% | 88 |
|
|
2013
Q4 | $406K | Sell |
7,077
-179
| -2% | -$10.2K | 0.06% | 83 |
|
|
2013
Q3 | $386K | Hold |
7,256
| – | – | 0.07% | 83 |
|
|
2013
Q2 | $373K | Buy |
+7,256
| New | +$359K | 0.07% | 88 |
|
Other funds holding MDT
VCM
VPM
Crestwood Advisors Group's MDT Position: Q1 2026 in Review
Crestwood Advisors Group increased its Medtronic (MDT) stake by 67% in Q1 2026, buying an estimated $745K and bringing the position to 19,375 shares worth $1.68M. The position accounts for 0.03% of the portfolio, ranked #243.
Crestwood Advisors Group first reported a position in MDT in Q2 2013 and has held it in 52 quarters since. The position peaked at $44.8M in Q3 2021. 2,229 funds tracked by Wall St. Rank hold MDT as of Q1 2026.
- Crestwood Advisors Group held 19,375 shares of Medtronic worth $1.68M as of Q1 2026.
- Crestwood Advisors Group bought 7,773 Medtronic shares in Q1 2026, an estimated $745K.
- Medtronic made up 0.03% of Crestwood Advisors Group's portfolio in Q1 2026, its #243 holding.
- Crestwood Advisors Group first reported a position in Medtronic in Q2 2013 and has held it in 52 quarters since.
- Crestwood Advisors Group's Medtronic position peaked at $44.8M in Q3 2021.
- 2,229 funds tracked by Wall St. Rank held Medtronic as of Q1 2026.
Based on Crestwood Advisors Group's 13F filing for Q1 2026, filed 5 May 2026.