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Great Valley Advisor Group’s Medtronic MDT Stock Holding History

Great Valley Advisor Group’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 		$2.13M Buy
24,620
+408
+2% +$39.1K 0.04% 358
2025
Q4 		$2.33M Buy
24,212
+785
+3% +$76.3K 0.04% 313
2025
Q3 		$2.23M Sell
23,427
-1,799
-7% -$165K 0.04% 312
2025
Q2 		$2.2M Sell
25,226
-1,916
-7% -$162K 0.05% 297
2025
Q1 		$2.44M Sell
27,142
-4,256
-14% -$381K 0.05% 277
2024
Q4 		$2.51M Sell
31,398
-58,288
-65% -$5.05M 0.06% 279
2024
Q3 		$8.07M Buy
89,686
+5,518
+7% +$464K 0.2% 122
2024
Q2 		$6.62M Buy
84,168
+11,789
+16% +$966K 0.19% 127
2024
Q1 		$6.31M Sell
72,379
-356
-0.5% -$30.4K 0.19% 125
2023
Q4 		$5.99M Sell
72,735
-5,445
-7% -$415K 0.21% 123
2023
Q3 		$6.13M Buy
78,180
+7,344
+10% +$615K 0.25% 101
2023
Q2 		$6.24M Buy
70,836
+8,021
+13% +$691K 0.26% 100
2023
Q1 		$5.06M Buy
62,815
+42,342
+207% +$3.45M 0.24% 109
2022
Q4 		$1.59M Sell
20,473
-21,943
-52% -$1.78M 0.08% 248
2022
Q3 		$3.42M Sell
42,416
-2,845
-6% -$256K 0.19% 136
2022
Q2 		$4.06M Buy
45,261
+5,557
+14% +$563K 0.22% 113
2022
Q1 		$4.3M Buy
39,704
+1,165
+3% +$123K 0.25% 102
2021
Q4 		$4.26M Buy
38,539
+1,684
+5% +$195K 0.26% 100
2021
Q3 		$4.62M Buy
36,855
+1,753
+5% +$227K 0.32% 80
2021
Q2 		$4.28M Buy
35,102
+3,471
+11% +$436K 0.32% 80
2021
Q1 		$3.74M Sell
31,631
-874
-3% -$102K 0.36% 61
2020
Q4 		$3.81M Buy
32,505
+399
+1% +$43.9K 0.39% 57
2020
Q3 		$3.34M Buy
32,106
+10,363
+48% +$1.04M 0.41% 59
2020
Q2 		$1.99M Buy
21,743
+4,741
+28% +$455K 0.33% 84
2020
Q1 		$1.53M Buy
17,002
+260
+2% +$27.7K 0.41% 72
2019
Q4 		$1.9M Buy
16,742
+511
+3% +$56.1K 0.42% 72
2019
Q3 		$1.76M Buy
16,231
+547
+3% +$57.1K 0.42% 67
2019
Q2 		$1.53M Buy
15,684
+11,443
+270% +$1.04M 0.38% 83
2019
Q1 		$386K Buy
4,241
+92
+2% +$8.23K 0.12% 185
2018
Q4 		$377K Buy
+4,149
New +$388K 0.14% 136

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

Great Valley Advisor Group's MDT Position: Q1 2026 in Review

Great Valley Advisor Group increased its Medtronic (MDT) stake by 1.7% in Q1 2026, buying an estimated $39.1K and bringing the position to 24,620 shares worth $2.13M. The position accounts for 0.04% of the portfolio, ranked #358.

Great Valley Advisor Group first reported a position in MDT in Q4 2018 and has held it in 30 quarters since. The position peaked at $8.07M in Q3 2024. 2,229 funds tracked by Wall St. Rank hold MDT as of Q1 2026.

  • Great Valley Advisor Group held 24,620 shares of Medtronic worth $2.13M as of Q1 2026.
  • Great Valley Advisor Group bought 408 Medtronic shares in Q1 2026, an estimated $39.1K.
  • Medtronic made up 0.04% of Great Valley Advisor Group's portfolio in Q1 2026, its #358 holding.
  • Great Valley Advisor Group first reported a position in Medtronic in Q4 2018 and has held it in 30 quarters since.
  • Great Valley Advisor Group's Medtronic position peaked at $8.07M in Q3 2024.
  • 2,229 funds tracked by Wall St. Rank held Medtronic as of Q1 2026.

Based on Great Valley Advisor Group's 13F filing for Q1 2026, filed 11 May 2026.