HWMG
MDT icon

Hurlow Wealth Management Group’s Medtronic MDT Stock Holding History

Hurlow Wealth Management 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 		– Sell
-2,186
Closed -$210K – 122
2025
Q4 		$210K Sell
2,186
-136
-6% -$13.2K 0.05% 119
2025
Q3 		$221K Sell
2,322
-999
-30% -$91.8K 0.06% 111
2025
Q2 		$289K Sell
3,321
-2
-0.1% -$170 0.08% 100
2025
Q1 		$299K Hold
3,323
– – 0.09% 90
2024
Q4 		$265K Sell
3,323
-63
-2% -$5.45K 0.08% 101
2024
Q3 		$305K Buy
3,386
+2
+0.1% +$168 0.1% 87
2024
Q2 		$266K Sell
3,384
-11
-0.3% -$902 0.09% 95
2024
Q1 		$296K Buy
3,395
+13
+0.4% +$1.11K 0.1% 85
2023
Q4 		$279K Hold
3,382
– – 0.11% 87
2023
Q3 		$265K Sell
3,382
-1
-0% -$84 0.12% 86
2023
Q2 		$298K Buy
3,383
+400
+13% +$34.4K 0.13% 82
2023
Q1 		$240K Buy
2,983
+3
+0.1% +$245 0.11% 91
2022
Q4 		$232K Buy
2,980
+21
+0.7% +$1.7K 0.12% 93
2022
Q3 		$239K Hold
2,959
– – 0.14% 84
2022
Q2 		$266K Hold
2,959
– – 0.15% 81
2022
Q1 		$328K Hold
2,959
– – 0.2% 69
2021
Q4 		$329K Hold
2,959
– – 0.26% 65
2021
Q3 		$371K Hold
2,959
– – 0.22% 64
2021
Q2 		$367K Sell
2,959
-62
-2% -$7.79K 0.24% 64
2021
Q1 		$357K Buy
3,021
+62
+2% +$7.27K 0.26% 67
2020
Q4 		$347K Hold
2,959
– – 0.27% 64
2020
Q3 		$307K Hold
2,959
– – 0.28% 64
2020
Q2 		$275K Sell
2,959
-14
-0.5% -$1.34K 0.27% 70
2020
Q1 		$289K Sell
2,973
-556
-16% -$59.2K 0.31% 66
2019
Q4 		$413K Sell
3,529
-85
-2% -$9.33K 0.4% 57
2019
Q3 		$389K Hold
3,614
– – 0.41% 56
2019
Q2 		$361K Hold
3,614
– – 0.38% 61
2019
Q1 		$321K Sell
3,614
-36
-1% -$3.22K 0.34% 71
2018
Q4 		$315K Buy
+3,650
New +$341K 0.38% 62

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

Hurlow Wealth Management Group's MDT Position: Q1 2026 in Review

Hurlow Wealth Management Group sold out of Medtronic (MDT) in Q1 2026, closing a stake of 2,186 shares — an estimated $210K sold.

Hurlow Wealth Management Group first reported a position in MDT in Q4 2018 and held it in 29 quarters. The position peaked at $413K in Q4 2019. 2,229 funds tracked by Wall St. Rank hold MDT as of Q1 2026.

  • Hurlow Wealth Management Group reported no remaining Medtronic position as of Q1 2026 after selling out during the quarter.
  • Hurlow Wealth Management Group sold 2,186 Medtronic shares in Q1 2026, an estimated $210K.
  • Hurlow Wealth Management Group first reported a position in Medtronic in Q4 2018 and held it in 29 quarters.
  • Hurlow Wealth Management Group's Medtronic position peaked at $413K in Q4 2019.
  • 2,229 funds tracked by Wall St. Rank held Medtronic as of Q1 2026.

Based on Hurlow Wealth Management Group's 13F filing for Q1 2026, filed 22 Apr 2026.