Heritage Wealth Advisors’s Medtronic MDT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $193 | Hold |
2
| – | – | ﹤0.01% | 660 |
|
|
2025
Q4 | $214 | Hold |
2
| – | – | ﹤0.01% | 573 |
|
|
2025
Q3 | $212 | Hold |
2
| – | – | ﹤0.01% | 567 |
|
|
2025
Q2 | $193 | Hold |
2
| – | – | ﹤0.01% | 554 |
|
|
2025
Q1 | $199 | Sell |
2
-2
| -50% | -$179 | ﹤0.01% | 559 |
|
|
2024
Q4 | $297 | Buy |
4
+1
| +33% | +$87 | ﹤0.01% | 606 |
|
|
2024
Q3 | $244 | Sell |
3
-198
| -99% | -$16.7K | ﹤0.01% | 601 |
|
|
2024
Q2 | $15.8K | Sell |
201
-500,024
| -100% | -$41M | ﹤0.01% | 393 |
|
|
2024
Q1 | $43.6M | Buy |
500,225
+26,284
| +6% | +$2.24M | 1.99% | 19 |
|
|
2023
Q4 | $39M | Sell |
473,941
-13,734
| -3% | -$1.05M | 1.94% | 18 |
|
|
2023
Q3 | $38.2M | Buy |
487,675
+26,427
| +6% | +$2.21M | 2.08% | 18 |
|
|
2023
Q2 | $40.6M | Buy |
461,248
+11,302
| +3% | +$973K | 2.15% | 17 |
|
|
2023
Q1 | $36.3M | Buy |
449,946
+149,718
| +50% | +$12.2M | 2.02% | 17 |
|
|
2022
Q4 | $23.3M | Buy |
300,228
+12,756
| +4% | +$1.03M | 1.35% | 28 |
|
|
2022
Q3 | $23.2M | Buy |
287,472
+24,709
| +9% | +$2.22M | 1.68% | 22 |
|
|
2022
Q2 | $23.6M | Buy |
262,763
+87,477
| +50% | +$8.86M | 1.64% | 22 |
|
|
2022
Q1 | $19.4M | Buy |
175,286
+26,953
| +18% | +$2.85M | 1.08% | 23 |
|
|
2021
Q4 | $15.3M | Buy |
148,333
+15,159
| +11% | +$1.76M | 0.84% | 30 |
|
|
2021
Q3 | $16.7M | Buy |
133,174
+5,731
| +4% | +$742K | 1.02% | 22 |
|
|
2021
Q2 | $15.8M | Buy |
127,443
+13,357
| +12% | +$1.68M | 0.97% | 23 |
|
|
2021
Q1 | $13.5M | Buy |
114,086
+17,976
| +19% | +$2.11M | 0.81% | 24 |
|
|
2020
Q4 | $11.3M | Buy |
96,110
+1,201
| +1% | +$132K | 0.7% | 24 |
|
|
2020
Q3 | $9.86M | Buy |
94,909
+5,136
| +6% | +$516K | 1.27% | 22 |
|
|
2020
Q2 | $8.23M | Buy |
89,773
+34,608
| +63% | +$3.32M | 1.15% | 24 |
|
|
2020
Q1 | $4.97M | Buy |
55,165
+20,595
| +60% | +$2.19M | 0.89% | 21 |
|
|
2019
Q4 | $3.92M | Buy |
34,570
+6,224
| +22% | +$683K | 0.52% | 29 |
|
|
2019
Q3 | $3.08M | Buy |
28,346
+4,110
| +17% | +$429K | 0.45% | 30 |
|
|
2019
Q2 | $2.36M | Buy |
24,236
+23,465
| +3,043% | +$2.14M | 0.36% | 34 |
|
|
2019
Q1 | $70.2K | Hold |
771
| – | – | 0.01% | 203 |
|
|
2018
Q4 | $70K | Buy |
771
+102
| +15% | +$9.53K | 0.01% | 176 |
|
|
2018
Q3 | $65K | Buy |
+669
| New | +$61.9K | 0.01% | 178 |
|
Other funds holding MDT
VCM
VPM
Heritage Wealth Advisors's MDT Position: Q1 2026 in Review
Heritage Wealth Advisors held its Medtronic (MDT) position steady in Q1 2026 at 2 shares worth $193. The position accounts for ﹤0.01% of the portfolio, ranked #660.
Heritage Wealth Advisors first reported a position in MDT in Q3 2018 and has held it in 31 quarters since. The position peaked at $43.6M in Q1 2024. 2,229 funds tracked by Wall St. Rank hold MDT as of Q1 2026.
- Heritage Wealth Advisors held 2 shares of Medtronic worth $193 as of Q1 2026.
- Heritage Wealth Advisors left its Medtronic share count unchanged in Q1 2026.
- Medtronic made up ﹤0.01% of Heritage Wealth Advisors's portfolio in Q1 2026, its #660 holding.
- Heritage Wealth Advisors first reported a position in Medtronic in Q3 2018 and has held it in 31 quarters since.
- Heritage Wealth Advisors's Medtronic position peaked at $43.6M in Q1 2024.
- 2,229 funds tracked by Wall St. Rank held Medtronic as of Q1 2026.
Based on Heritage Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.