Great Valley Advisor 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
Q2 | $1.72M | Sell |
21,967
-2,653
| -11% | -$214K | 0.03% | 437 |
|
|
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
Great Valley Advisor Group's MDT Position: Q2 2026 in Review
Great Valley Advisor Group reduced its Medtronic (MDT) stake by 11% in Q2 2026, selling an estimated $214K and leaving 21,967 shares worth $1.72M. The position accounts for 0.03% of the portfolio, ranked #437.
Great Valley Advisor Group first reported a position in MDT in Q4 2018 and has held it in 31 quarters since. The position peaked at $8.07M in Q3 2024. 2,134 funds tracked by Wall St. Rank hold MDT as of Q2 2026.
- Great Valley Advisor Group held 21,967 shares of Medtronic worth $1.72M as of Q2 2026.
- Great Valley Advisor Group sold 2,653 Medtronic shares in Q2 2026, an estimated $214K.
- Medtronic made up 0.03% of Great Valley Advisor Group's portfolio in Q2 2026, its #437 holding.
- Great Valley Advisor Group first reported a position in Medtronic in Q4 2018 and has held it in 31 quarters since.
- Great Valley Advisor Group's Medtronic position peaked at $8.07M in Q3 2024.
- 2,134 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.
Based on Great Valley Advisor Group's 13F filing for Q2 2026, filed 10 Aug 2026.