IFP 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
Q2
$3.94M Sell
50,426
-2,519
-5% -$203K 0.07% 305
2026
Q1
$4.59M Sell
52,945
-4,342
-8% -$416K 0.1% 236
2025
Q4
$5.5M Buy
57,287
+14,359
+33% +$1.39M 0.12% 177
2025
Q3
$4.09M Sell
42,928
-507
-1% -$46.6K 0.11% 204
2025
Q2
$3.79M Buy
43,435
+839
+2% +$71.2K 0.11% 202
2025
Q1
$3.83M Buy
42,596
+7,310
+21% +$654K 0.12% 197
2024
Q4
$2.82M Buy
35,286
+24,924
+241% +$2.16M 0.09% 247
2024
Q3
$933K Sell
10,362
-926
-8% -$77.9K 0.03% 499
2024
Q2
$888K Buy
11,288
+959
+9% +$78.6K 0.04% 476
2024
Q1
$900K Sell
10,329
-1,272
-11% -$109K 0.04% 431
2023
Q4
$955K Sell
11,601
-3,644
-24% -$278K 0.05% 393
2023
Q3
$1.19M Sell
15,245
-4,987
-25% -$417K 0.05% 348
2023
Q2
$1.78M Buy
20,232
+1,988
+11% +$171K 0.07% 279
2023
Q1
$1.46M Sell
18,244
-18,331
-50% -$1.49M 0.06% 294
2022
Q4
$2.97M Buy
36,575
+360
+1% +$29.2K 0.08% 257
2022
Q3
$2.94M Buy
36,215
+3,986
+12% +$358K 0.08% 284
2022
Q2
$2.62M Hold
32,229
0.08% 277
2022
Q1
$2.62M Buy
32,229
+23,350
+263% +$2.47M 0.08% 277
2021
Q4
$919K Buy
8,879
+1,317
+17% +$153K 0.02% 423
2021
Q3
$955K Buy
7,562
+44
+0.6% +$5.7K 0.02% 414
2021
Q2
$928K Sell
7,518
-7,332
-49% -$921K 0.02% 389
2021
Q1
$1.76M Buy
14,850
+1,293
+10% +$152K 0.03% 247
2020
Q4
$1.59M Sell
13,557
-1,513
-10% -$167K 0.06% 248
2020
Q3
$1.56M Buy
15,070
+578
+4% +$58K 0.09% 210
2020
Q2
$1.31M Sell
14,492
-720
-5% -$69K 0.1% 206
2020
Q1
$1.4M Buy
15,212
+1,336
+10% +$142K 0.14% 164
2019
Q4
$1.57M Sell
13,876
-1,975
-12% -$217K 0.12% 201
2019
Q3
$1.7M Buy
+15,851
New +$1.65M 0.11% 205
2019
Q1
$304K Sell
3,346
-15,315
-82% -$1.37M 0.04% 374
2018
Q4
$1.67M Sell
18,661
-259
-1% -$24.2K 0.1% 221
2018
Q3
$1.86M Buy
18,920
+3,738
+25% +$346K 0.08% 277
2018
Q2
$1.3M Sell
15,182
-876
-5% -$73.2K 0.05% 342
2018
Q1
$1.3M Hold
16,058
0.06% 325
2017
Q4
$1.3M Sell
16,058
-4,544
-22% -$364K 0.06% 326
2017
Q3
$1.6M Sell
20,602
-223
-1% -$18.5K 0.06% 314
2017
Q2
$1.85M Sell
20,825
-1,669
-7% -$141K 0.08% 283
2017
Q1
$1.81M Sell
22,494
-1,005
-4% -$78.5K 0.08% 274
2016
Q4
$1.67M Buy
23,499
+1,244
+6% +$97.7K 0.08% 270
2016
Q3
$1.92M Sell
22,255
-212
-0.9% -$18.5K 0.1% 229
2016
Q2
$1.95M Buy
22,467
+19,121
+571% +$1.55M 0.11% 214
2016
Q1
$304K Sell
3,346
-14,815
-82% -$1.12M 0.04% 374
2015
Q4
$1.4M Buy
+18,161
New +$1.37M 0.09% 234

Other funds holding MDT

IFP Advisors's MDT Position: Q2 2026 in Review

IFP Advisors reduced its Medtronic (MDT) stake by 4.8% in Q2 2026, selling an estimated $203K and leaving 50,426 shares worth $3.94M. The position accounts for 0.07% of the portfolio, ranked #305.

IFP Advisors first reported a position in MDT in Q4 2015 and has held it in 42 quarters since. The position peaked at $5.5M in Q4 2025. 2,131 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • IFP Advisors held 50,426 shares of Medtronic worth $3.94M as of Q2 2026.
  • IFP Advisors sold 2,519 Medtronic shares in Q2 2026, an estimated $203K.
  • Medtronic made up 0.07% of IFP Advisors's portfolio in Q2 2026, its #305 holding.
  • IFP Advisors first reported a position in Medtronic in Q4 2015 and has held it in 42 quarters since.
  • IFP Advisors's Medtronic position peaked at $5.5M in Q4 2025.
  • 2,131 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.