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Kestra Advisory Services’s Medtronic MDT Stock Holding History

Kestra Advisory Services’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 		$21.3M Buy
245,693
+7,271
+3% +$697K 0.08% 255
2025
Q4 		$22.9M Buy
238,422
+24,691
+12% +$2.4M 0.09% 217
2025
Q3 		$20.4M Buy
213,731
+65,827
+45% +$6.05M 0.09% 219
2025
Q2 		$12.9M Sell
147,904
-7,090
-5% -$601K 0.06% 310
2025
Q1 		$13.9M Buy
154,994
+176
+0.1% +$15.7K 0.07% 261
2024
Q4 		$12.4M Sell
154,818
-118,237
-43% -$10.2M 0.07% 303
2024
Q3 		$24.6M Buy
273,055
+8,191
+3% +$689K 0.14% 151
2024
Q2 		$20.8M Buy
264,864
+116,653
+79% +$9.56M 0.12% 185
2024
Q1 		$12.9M Buy
148,211
+21,594
+17% +$1.84M 0.09% 247
2023
Q4 		$10.4M Sell
126,617
-9,390
-7% -$716K 0.08% 263
2023
Q3 		$10.7M Buy
136,007
+8,352
+7% +$699K 0.1% 221
2023
Q2 		$11.2M Buy
127,655
+11,839
+10% +$1.02M 0.11% 206
2023
Q1 		$9.34M Sell
115,816
-51,136
-31% -$4.17M 0.1% 221
2022
Q4 		$13M Buy
166,952
+39,039
+31% +$3.16M 0.12% 208
2022
Q3 		$10.3M Buy
127,913
+13,372
+12% +$1.2M 0.11% 206
2022
Q2 		$10.3M Buy
114,541
+22,575
+25% +$2.29M 0.11% 211
2022
Q1 		$10.2M Sell
91,966
-6,874
-7% -$726K 0.11% 210
2021
Q4 		$10.2M Buy
98,840
+458
+0.5% +$53K 0.1% 221
2021
Q3 		$12.3M Buy
98,382
+10,914
+12% +$1.41M 0.12% 184
2021
Q2 		$10.9M Sell
87,468
-9,731
-10% -$1.22M 0.12% 190
2021
Q1 		$11.5M Buy
97,199
+33,496
+53% +$3.93M 0.15% 166
2020
Q4 		$7.37M Buy
63,703
+24,326
+62% +$2.68M 0.09% 256
2020
Q3 		$4.09M Buy
+39,377
New +$3.95M 0.08% 273

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

Kestra Advisory Services's MDT Position: Q1 2026 in Review

Kestra Advisory Services increased its Medtronic (MDT) stake by 3% in Q1 2026, buying an estimated $697K and bringing the position to 245,693 shares worth $21.3M. The position accounts for 0.08% of the portfolio, ranked #255.

Kestra Advisory Services first reported a position in MDT in Q3 2020 and has held it in 23 quarters since. The position peaked at $24.6M in Q3 2024. 2,229 funds tracked by Wall St. Rank hold MDT as of Q1 2026.

  • Kestra Advisory Services held 245,693 shares of Medtronic worth $21.3M as of Q1 2026.
  • Kestra Advisory Services bought 7,271 Medtronic shares in Q1 2026, an estimated $697K.
  • Medtronic made up 0.08% of Kestra Advisory Services's portfolio in Q1 2026, its #255 holding.
  • Kestra Advisory Services first reported a position in Medtronic in Q3 2020 and has held it in 23 quarters since.
  • Kestra Advisory Services's Medtronic position peaked at $24.6M in Q3 2024.
  • 2,229 funds tracked by Wall St. Rank held Medtronic as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.