Dougherty Wealth Advisers’s Medtronic MDT Stock Holding History

Dougherty Wealth Advisers’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	$43.3K	Hold	500	–	–	0.03%	82
2025 Q4	$48K	Hold	500	–	–	0.03%	87
2025 Q3	$47.6K	Hold	500	–	–	0.03%	85
2025 Q2	$43.6K	Hold	500	–	–	0.03%	86
2025 Q1	$44.9K	Hold	500	–	–	0.03%	83
2024 Q4	$39.9K	Hold	500	–	–	0.03%	87
2024 Q3	$45K	Hold	500	–	–	0.04%	80
2024 Q2	$39.4K	Hold	500	–	–	0.03%	83
2024 Q1	$43.6K	Hold	500	–	–	0.04%	85
2023 Q4	$41.2K	Hold	500	–	–	0.04%	92
2023 Q3	$39.2K	Hold	500	–	–	0.05%	84
2023 Q2	$44K	Sell	500 -600	-55%	-$51.7K	0.06%	81
2023 Q1	$88.7K	Hold	1,100	–	–	0.13%	61
2022 Q4	$85.5K	Hold	1,100	–	–	0.14%	69
2022 Q3	$89K	Hold	1,100	–	–	0.18%	58
2022 Q2	$99K	Hold	1,100	–	–	0.18%	57
2022 Q1	$122K	Hold	1,100	–	–	0.18%	53
2021 Q4	$114K	Hold	1,100	–	–	0.16%	66
2021 Q3	$138K	Hold	1,100	–	–	0.21%	51
2021 Q2	$137K	Hold	1,100	–	–	0.2%	53
2021 Q1	$130K	Hold	1,100	–	–	0.2%	50
2020 Q4	$129K	Hold	1,100	–	–	0.2%	48
2020 Q3	$114K	Hold	1,100	–	–	0.39%	47
2020 Q2	$101K	Hold	1,100	–	–	0.37%	52
2020 Q1	$99K	Hold	1,100	–	–	0.39%	51
2019 Q4	$125K	Hold	1,100	–	–	0.38%	54
2019 Q3	$119K	Sell	1,100 -695	-39%	-$72.5K	0.39%	49
2019 Q2	$175K	Buy	1,795 +650	+57%	+$59.3K	0.49%	44
2019 Q1	$104K	Hold	1,145	–	–	0.35%	55
2018 Q4	$102K	Buy	+1,145	New	+$107K	0.34%	59

Other funds holding MDT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dougherty Wealth Advisers's MDT Position: Q1 2026 in Review

Dougherty Wealth Advisers held its Medtronic (MDT) position steady in Q1 2026 at 500 shares worth $43.3K. The position accounts for 0.03% of the portfolio, ranked #82.

Dougherty Wealth Advisers first reported a position in MDT in Q4 2018 and has held it in 30 quarters since. The position peaked at $175K in Q2 2019. 2,229 funds tracked by Wall St. Rank hold MDT as of Q1 2026.

Dougherty Wealth Advisers held 500 shares of Medtronic worth $43.3K as of Q1 2026.
Dougherty Wealth Advisers left its Medtronic share count unchanged in Q1 2026.
Medtronic made up 0.03% of Dougherty Wealth Advisers's portfolio in Q1 2026, its #82 holding.
Dougherty Wealth Advisers first reported a position in Medtronic in Q4 2018 and has held it in 30 quarters since.
Dougherty Wealth Advisers's Medtronic position peaked at $175K in Q2 2019.
2,229 funds tracked by Wall St. Rank held Medtronic as of Q1 2026.

Based on Dougherty Wealth Advisers's 13F filing for Q1 2026, filed 21 Apr 2026.