GWANC
MDT icon

Guardian Wealth Advisors (North Carolina)’s Medtronic MDT Stock Holding History

Guardian Wealth Advisors (North Carolina)’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 		$246K Sell
2,835
-138
-5% -$13.2K 0.02% 315
2025
Q4 		$286K Sell
2,973
-57
-2% -$5.54K 0.02% 300
2025
Q3 		$289K Buy
3,030
+46
+2% +$4.23K 0.02% 292
2025
Q2 		$260K Sell
2,984
-329
-10% -$27.9K 0.02% 287
2025
Q1 		$298K Sell
3,313
-58
-2% -$5.19K 0.02% 253
2024
Q4 		$269K Buy
3,371
+453
+16% +$39.2K 0.02% 262
2024
Q3 		$263K Sell
2,918
-263
-8% -$22.1K 0.03% 229
2024
Q2 		$250K Buy
3,181
+27
+0.9% +$2.21K 0.03% 222
2024
Q1 		$275K Buy
3,154
+310
+11% +$26.5K 0.03% 219
2023
Q4 		$234K Buy
+2,844
New +$217K 0.04% 221
2023
Q3 		– Sell
-2,383
Closed -$212K – 438
2023
Q2 		$212K Sell
2,383
-231
-9% -$19.9K 0.04% 220
2023
Q1 		$213K Sell
2,614
-21
-0.8% -$1.71K 0.04% 208
2022
Q4 		$207K Hold
2,635
– – 0.04% 195
2022
Q3 		$215K Buy
+2,635
New +$237K 0.04% 174
2022
Q2 		– Sell
-2,069
Closed -$231K – 372
2022
Q1 		$231K Buy
+2,069
New +$219K 0.1% 153

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

Guardian Wealth Advisors (North Carolina)'s MDT Position: Q1 2026 in Review

Guardian Wealth Advisors (North Carolina) reduced its Medtronic (MDT) stake by 4.6% in Q1 2026, selling an estimated $13.2K and leaving 2,835 shares worth $246K. The position accounts for 0.02% of the portfolio, ranked #315.

Guardian Wealth Advisors (North Carolina) first reported a position in MDT in Q1 2022 and has held it in 15 quarters since. The position peaked at $298K in Q1 2025. 2,229 funds tracked by Wall St. Rank hold MDT as of Q1 2026.

  • Guardian Wealth Advisors (North Carolina) held 2,835 shares of Medtronic worth $246K as of Q1 2026.
  • Guardian Wealth Advisors (North Carolina) sold 138 Medtronic shares in Q1 2026, an estimated $13.2K.
  • Medtronic made up 0.02% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q1 2026, its #315 holding.
  • Guardian Wealth Advisors (North Carolina) first reported a position in Medtronic in Q1 2022 and has held it in 15 quarters since.
  • Guardian Wealth Advisors (North Carolina)'s Medtronic position peaked at $298K in Q1 2025.
  • 2,229 funds tracked by Wall St. Rank held Medtronic as of Q1 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 15 May 2026.