IVC Wealth Advisors
MDT icon

IVC Wealth Advisors’s Medtronic MDT Stock Holding History

IVC Wealth Advisors’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
Q3 		$443K Sell
5,137
-785
-13% -$69.2K 0.18% 100
2026
Q2 		$463K Sell
5,922
-174
-3% -$14K 0.18% 100
2026
Q1 		$528K Buy
6,096
+320
+6% +$30.7K 0.23% 83
2025
Q4 		$555K Sell
5,776
-53
-0.9% -$5.15K 0.24% 78
2025
Q3 		$555K Buy
5,829
+8
+0.1% +$735 0.25% 73
2025
Q2 		$507K Buy
5,821
+217
+4% +$18.4K 0.25% 75
2025
Q1 		$504K Buy
5,604
+535
+11% +$47.9K 0.27% 76
2024
Q4 		$405K Sell
5,069
-387
-7% -$33.5K 0.23% 85
2024
Q3 		$491K Sell
5,456
-1,481
-21% -$125K 0.27% 79
2024
Q2 		$546K Buy
6,937
+667
+11% +$54.7K 0.31% 77
2024
Q1 		$546K Buy
6,270
+592
+10% +$50.5K 0.32% 77
2023
Q4 		$468K Sell
5,678
-164
-3% -$12.5K 0.29% 81
2023
Q3 		$458K Sell
5,842
-59
-1% -$4.94K 0.31% 83
2023
Q2 		$520K Buy
5,901
+93
+2% +$8.01K 0.33% 76
2023
Q1 		$468K Sell
5,808
-3,854
-40% -$314K 0.33% 73
2022
Q4 		$430K Buy
9,662
+4,100
+74% +$332K 0.32% 83
2022
Q3 		$449K Buy
5,562
+166
+3% +$14.9K 0.36% 68
2022
Q2 		$484K Buy
5,396
+121
+2% +$12.3K 0.37% 65
2022
Q1 		$585K Buy
5,275
+443
+9% +$46.8K 0.38% 63
2021
Q4 		$500K Sell
4,832
-2
-0% -$232 0.32% 81
2021
Q3 		$606K Buy
4,834
+150
+3% +$19.4K 0.42% 63
2021
Q2 		$581K Buy
4,684
+245
+6% +$30.8K 0.41% 68
2021
Q1 		$524K Sell
4,439
-83
-2% -$9.7K 0.41% 70
2020
Q4 		$530K Buy
+4,522
New +$498K 0.51% 56

Other funds holding MDT

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

IVC Wealth Advisors's MDT Position: Q3 2026 in Review

IVC Wealth Advisors reduced its Medtronic (MDT) stake by 13% in Q3 2026, selling an estimated $69.2K and leaving 5,137 shares worth $443K. The position accounts for 0.18% of the portfolio, ranked #100.

IVC Wealth Advisors first reported a position in MDT in Q4 2020 and has held it in 24 quarters since. The position peaked at $606K in Q3 2021. 1,900 funds tracked by Wall St. Rank hold MDT as of Q3 2026.

  • IVC Wealth Advisors held 5,137 shares of Medtronic worth $443K as of Q3 2026.
  • IVC Wealth Advisors sold 785 Medtronic shares in Q3 2026, an estimated $69.2K.
  • Medtronic made up 0.18% of IVC Wealth Advisors's portfolio in Q3 2026, its #100 holding.
  • IVC Wealth Advisors first reported a position in Medtronic in Q4 2020 and has held it in 24 quarters since.
  • IVC Wealth Advisors's Medtronic position peaked at $606K in Q3 2021.
  • 1,900 funds tracked by Wall St. Rank held Medtronic as of Q3 2026.

Based on IVC Wealth Advisors's 13F filing for Q3 2026, filed 23 Oct 2026.