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Doliver Advisors’s Medtronic MDT Stock Holding History

Doliver 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
Q2 		$738K Sell
9,428
-707
-7% -$57K 0.17% 99
2026
Q1 		$878K Sell
10,135
-197
-2% -$18.9K 0.2% 76
2025
Q4 		$992K Sell
10,332
-2,446
-19% -$238K 0.25% 75
2025
Q3 		$1.22M Sell
12,778
-125
-1% -$11.5K 0.31% 55
2025
Q2 		$1.12M Sell
12,903
-195
-1% -$16.5K 0.31% 58
2025
Q1 		$1.18M Buy
13,098
+92
+0.7% +$8.23K 0.33% 50
2024
Q4 		$1.04M Sell
13,006
-640
-5% -$55.4K 0.29% 60
2024
Q3 		$1.23M Sell
13,646
-250
-2% -$21K 0.34% 53
2024
Q2 		$1.09M Sell
13,896
-820
-6% -$67.2K 0.31% 55
2024
Q1 		$1.28M Sell
14,716
-447
-3% -$38.1K 0.36% 49
2023
Q4 		$1.25M Sell
15,163
-555
-4% -$42.3K 0.38% 51
2023
Q3 		$1.23M Buy
15,718
+295
+2% +$24.7K 0.37% 45
2023
Q2 		$1.36M Buy
15,423
+196
+1% +$16.9K 0.41% 46
2023
Q1 		$1.23M Buy
15,227
+688
+5% +$56.1K 0.39% 41
2022
Q4 		$1.13M Sell
14,539
-450
-3% -$36.5K 0.37% 44
2022
Q3 		$1.21M Buy
14,989
+392
+3% +$35.2K 0.45% 34
2022
Q2 		$1.31M Sell
14,597
-315
-2% -$31.9K 0.47% 35
2022
Q1 		$1.65M Buy
14,912
+769
+5% +$81.2K 0.52% 28
2021
Q4 		$1.45M Buy
14,143
+4,605
+48% +$533K 0.45% 37
2021
Q3 		$1.2M Buy
9,538
+1,945
+26% +$252K 0.4% 45
2021
Q2 		$943K Buy
7,593
+472
+7% +$59.3K 0.31% 54
2021
Q1 		$841K Buy
7,121
+960
+16% +$113K 0.31% 54
2020
Q4 		$722K Buy
6,161
+691
+13% +$76.1K 0.32% 53
2020
Q3 		$568K Buy
5,470
+125
+2% +$12.6K 0.29% 65
2020
Q2 		$490K Buy
5,345
+435
+9% +$41.7K 0.22% 68
2020
Q1 		$495K Buy
4,910
+505
+11% +$53.7K 0.24% 57
2019
Q4 		$500K Sell
4,405
-300
-6% -$32.9K 0.2% 53
2019
Q3 		$509K Buy
4,705
+100
+2% +$10.4K 0.2% 53
2019
Q2 		$448K Sell
4,605
-50
-1% -$4.57K 0.18% 45
2019
Q1 		$424K Buy
4,655
+870
+23% +$77.9K 0.17% 47
2018
Q4 		$344K Buy
3,785
+290
+8% +$27.1K 0.17% 77
2018
Q3 		$344K Buy
3,495
+10
+0.3% +$925 0.14% 86
2018
Q2 		$298K Buy
3,485
+160
+5% +$13.4K 0.12% 120
2018
Q1 		$267K Buy
3,325
+170
+5% +$14K 0.12% 169
2017
Q4 		$255K Buy
3,155
+280
+10% +$22.4K 0.1% 189
2017
Q3 		$224K Buy
+2,875
New +$239K 0.1% 196

Other funds holding MDT

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
MAA
Matrix Asset Advisors White Plains, New York $1.23B AUM 26.4% 1-Year Est. Return

Doliver Advisors's MDT Position: Q2 2026 in Review

Doliver Advisors reduced its Medtronic (MDT) stake by 7% in Q2 2026, selling an estimated $57K and leaving 9,428 shares worth $738K. The position accounts for 0.17% of the portfolio, ranked #99.

Doliver Advisors first reported a position in MDT in Q3 2017 and has held it in 36 quarters since. The position peaked at $1.65M in Q1 2022. 549 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • Doliver Advisors held 9,428 shares of Medtronic worth $738K as of Q2 2026.
  • Doliver Advisors sold 707 Medtronic shares in Q2 2026, an estimated $57K.
  • Medtronic made up 0.17% of Doliver Advisors's portfolio in Q2 2026, its #99 holding.
  • Doliver Advisors first reported a position in Medtronic in Q3 2017 and has held it in 36 quarters since.
  • Doliver Advisors's Medtronic position peaked at $1.65M in Q1 2022.
  • 549 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Doliver Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.