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FRG Family Wealth Advisors’s Medtronic MDT Stock Holding History

FRG Family Wealth 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
Q1 		$390K Sell
4,506
-352
-7% -$33.7K 0.06% 125
2025
Q4 		$467K Sell
4,858
-750
-13% -$72.9K 0.07% 116
2025
Q3 		$534K Sell
5,608
-1,535
-21% -$141K 0.09% 109
2025
Q2 		$623K Sell
7,143
-2,270
-24% -$193K 0.11% 99
2025
Q1 		$846K Sell
9,413
-700
-7% -$62.6K 0.16% 89
2024
Q4 		$808K Sell
10,113
-1,240
-11% -$107K 0.15% 91
2024
Q3 		$1.02M Hold
11,353
– – 0.18% 83
2024
Q2 		$917K Sell
11,353
-1,057
-9% -$86.7K 0.18% 84
2024
Q1 		$996K Sell
12,410
-3,865
-24% -$330K 0.2% 74
2023
Q4 		$1.34M Sell
16,275
-2,679
-14% -$204K 0.27% 58
2023
Q3 		$1.49M Sell
18,954
-259
-1% -$21.7K 0.34% 55
2023
Q2 		$1.69M Sell
19,213
-196
-1% -$16.9K 0.37% 49
2023
Q1 		$1.56M Sell
19,409
-2,554
-12% -$208K 0.36% 54
2022
Q4 		$1.71M Sell
21,963
-4,176
-16% -$338K 0.41% 47
2022
Q3 		$2.11M Sell
26,139
-3,717
-12% -$334K 0.52% 41
2022
Q2 		$2.68M Hold
29,856
– – 0.62% 40
2022
Q1 		$3.31M Hold
29,856
– – 0.64% 37
2021
Q4 		$3.09M Sell
29,856
-1,446
-5% -$167K 0.58% 39
2021
Q3 		$3.92M Sell
31,302
-978
-3% -$127K 0.77% 33
2021
Q2 		$4.01M Hold
32,280
– – 0.76% 33
2021
Q1 		$3.81M Sell
32,280
-217
-0.7% -$25.4K 0.78% 33
2020
Q4 		$3.81M Sell
32,497
-305
-0.9% -$33.6K 0.83% 34
2020
Q3 		$3.41M Sell
32,802
-2,108
-6% -$212K 0.83% 35
2020
Q2 		$3.2M Buy
34,910
+655
+2% +$62.8K 0.84% 33
2020
Q1 		$3.09M Sell
34,255
-1,050
-3% -$112K 0.94% 30
2019
Q4 		$4M Sell
35,305
-328
-0.9% -$36K 0.97% 31
2019
Q3 		$3.87M Sell
35,633
-866
-2% -$90.4K 1% 32
2019
Q2 		$3.56M Buy
36,499
+1,995
+6% +$182K 0.94% 36
2019
Q1 		$3.14M Sell
34,504
-494
-1% -$44.2K 0.89% 35
2018
Q4 		$3.18M Buy
34,998
+3,831
+12% +$358K 1.04% 28
2018
Q3 		$3.07M Buy
31,167
+5,244
+20% +$485K 0.84% 39
2018
Q2 		$2.22M Buy
25,923
+4,635
+22% +$387K 0.66% 48
2018
Q1 		$1.71M Buy
21,288
+379
+2% +$31.3K 0.57% 57
2017
Q4 		$1.69M Buy
20,909
+1,186
+6% +$95K 0.55% 55
2017
Q3 		$1.53M Buy
19,723
+1,340
+7% +$111K 0.53% 62
2017
Q2 		$1.63M Sell
18,383
-478
-3% -$40.3K 0.6% 58
2017
Q1 		$1.53M Sell
18,861
-664
-3% -$51.9K 0.6% 55
2016
Q4 		$1.39M Hold
19,525
– – 0.58% 60
2016
Q3 		$1.69M Hold
19,525
– – 0.76% 46
2016
Q2 		$1.69M Sell
19,525
-170
-0.9% -$13.7K 0.77% 47
2016
Q1 		$1.49M Sell
19,695
-1,992
-9% -$150K 0.72% 47
2015
Q4 		$1.67M Buy
+21,687
New +$1.63M 0.81% 45

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

FRG Family Wealth Advisors's MDT Position: Q1 2026 in Review

FRG Family Wealth Advisors reduced its Medtronic (MDT) stake by 7.2% in Q1 2026, selling an estimated $33.7K and leaving 4,506 shares worth $390K. The position accounts for 0.06% of the portfolio, ranked #125.

FRG Family Wealth Advisors first reported a position in MDT in Q4 2015 and has held it in 42 quarters since. The position peaked at $4.01M in Q2 2021. 2,229 funds tracked by Wall St. Rank hold MDT as of Q1 2026.

  • FRG Family Wealth Advisors held 4,506 shares of Medtronic worth $390K as of Q1 2026.
  • FRG Family Wealth Advisors sold 352 Medtronic shares in Q1 2026, an estimated $33.7K.
  • Medtronic made up 0.06% of FRG Family Wealth Advisors's portfolio in Q1 2026, its #125 holding.
  • FRG Family Wealth Advisors first reported a position in Medtronic in Q4 2015 and has held it in 42 quarters since.
  • FRG Family Wealth Advisors's Medtronic position peaked at $4.01M in Q2 2021.
  • 2,229 funds tracked by Wall St. Rank held Medtronic as of Q1 2026.

Based on FRG Family Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.