Holistic Financial Partners’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 | $319K | Sell |
3,682
-197
| -5% | -$18.9K | 0.12% | 90 |
|
|
2025
Q4 | $373K | Buy |
3,879
+182
| +5% | +$17.7K | 0.14% | 77 |
|
|
2025
Q3 | $352K | Buy |
3,697
+109
| +3% | +$10K | 0.14% | 83 |
|
|
2025
Q2 | $313K | Sell |
3,588
-269
| -7% | -$22.8K | 0.14% | 86 |
|
|
2025
Q1 | $347K | Sell |
3,857
-230
| -6% | -$20.6K | 0.17% | 74 |
|
|
2024
Q4 | $326K | Buy |
4,087
+151
| +4% | +$13.1K | 0.16% | 80 |
|
|
2024
Q3 | $354K | Buy |
3,936
+41
| +1% | +$3.45K | 0.17% | 70 |
|
|
2024
Q2 | $307K | Sell |
3,895
-602
| -13% | -$49.4K | 0.15% | 76 |
|
|
2024
Q1 | $392K | Sell |
4,497
-33
| -0.7% | -$2.82K | 0.2% | 66 |
|
|
2023
Q4 | $373K | Buy |
4,530
+393
| +9% | +$30K | 0.22% | 62 |
|
|
2023
Q3 | $324K | Buy |
4,137
+127
| +3% | +$10.6K | 0.22% | 64 |
|
|
2023
Q2 | $353K | Sell |
4,010
-331
| -8% | -$28.5K | 0.25% | 58 |
|
|
2023
Q1 | $350K | Buy |
4,341
+631
| +17% | +$51.4K | 0.27% | 60 |
|
|
2022
Q4 | $288K | Buy |
3,710
+489
| +15% | +$39.6K | 0.26% | 67 |
|
|
2022
Q3 | $260K | Buy |
3,221
+150
| +5% | +$13.5K | 0.26% | 65 |
|
|
2022
Q2 | $276K | Sell |
3,071
-291
| -9% | -$29.5K | 0.26% | 61 |
|
|
2022
Q1 | $373K | Buy |
3,362
+423
| +14% | +$44.7K | 0.24% | 55 |
|
|
2021
Q4 | $304K | Buy |
2,939
+68
| +2% | +$7.87K | 0.18% | 85 |
|
|
2021
Q3 | $360K | Buy |
2,871
+301
| +12% | +$39K | 0.22% | 65 |
|
|
2021
Q2 | $319K | Sell |
2,570
-178
| -6% | -$22.3K | 0.19% | 77 |
|
|
2021
Q1 | $325K | Sell |
2,748
-556
| -17% | -$65.2K | 0.21% | 69 |
|
|
2020
Q4 | $387K | Buy |
3,304
+172
| +5% | +$18.9K | 0.27% | 51 |
|
|
2020
Q3 | $326K | Buy |
3,132
+191
| +6% | +$19.2K | 0.26% | 53 |
|
|
2020
Q2 | $270K | Sell |
2,941
-105
| -3% | -$10.1K | 0.23% | 56 |
|
|
2020
Q1 | $275K | Sell |
3,046
-68
| -2% | -$7.23K | 0.29% | 46 |
|
|
2019
Q4 | $353K | Buy |
3,114
+14
| +0.5% | +$1.54K | 0.21% | 63 |
|
|
2019
Q3 | $336K | Buy |
3,100
+747
| +32% | +$77.9K | 0.3% | 47 |
|
|
2019
Q2 | $229K | Sell |
2,353
-15,327
| -87% | -$1.4M | 0.23% | 65 |
|
|
2019
Q1 | $1.61M | Buy |
+17,680
| New | +$1.58M | 0.68% | 31 |
|
|
2018
Q2 | – | Sell |
-1,329
| Closed | -$107K | – | 232 |
|
|
2018
Q1 | $107K | Sell |
1,329
-11
| -0.8% | -$907 | 0.09% | 106 |
|
|
2017
Q4 | $108K | Buy |
+1,340
| New | +$107K | 0.09% | 109 |
|
Other funds holding MDT
VCM
VPM
Holistic Financial Partners's MDT Position: Q1 2026 in Review
Holistic Financial Partners reduced its Medtronic (MDT) stake by 5.1% in Q1 2026, selling an estimated $18.9K and leaving 3,682 shares worth $319K. The position accounts for 0.12% of the portfolio, ranked #90.
Holistic Financial Partners first reported a position in MDT in Q4 2017 and has held it in 31 quarters since. The position peaked at $1.61M in Q1 2019. 2,229 funds tracked by Wall St. Rank hold MDT as of Q1 2026.
- Holistic Financial Partners held 3,682 shares of Medtronic worth $319K as of Q1 2026.
- Holistic Financial Partners sold 197 Medtronic shares in Q1 2026, an estimated $18.9K.
- Medtronic made up 0.12% of Holistic Financial Partners's portfolio in Q1 2026, its #90 holding.
- Holistic Financial Partners first reported a position in Medtronic in Q4 2017 and has held it in 31 quarters since.
- Holistic Financial Partners's Medtronic position peaked at $1.61M in Q1 2019.
- 2,229 funds tracked by Wall St. Rank held Medtronic as of Q1 2026.
Based on Holistic Financial Partners's 13F filing for Q1 2026, filed 5 May 2026.