Kovack 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
Q1
$887K Buy
10,279
+495
+5% +$47.4K 0.05% 402
2025
Q4
$940K Buy
9,784
+3,496
+56% +$340K 0.04% 400
2025
Q3
$599K Sell
6,288
-142
-2% -$13.1K 0.06% 288
2025
Q2
$561K Sell
6,430
-1,853
-22% -$157K 0.05% 301
2025
Q1
$744K Sell
8,283
-267
-3% -$23.9K 0.08% 221
2024
Q4
$683K Buy
8,550
+741
+9% +$64.1K 0.07% 242
2024
Q3
$703K Sell
7,809
-532
-6% -$44.8K 0.07% 231
2024
Q2
$657K Sell
8,341
-502
-6% -$41.2K 0.07% 246
2024
Q1
$771K Buy
8,843
+1,870
+27% +$160K 0.09% 180
2023
Q4
$574K Buy
6,973
+1,453
+26% +$111K 0.07% 273
2023
Q3
$433K Sell
5,520
-2,177
-28% -$182K 0.06% 292
2023
Q2
$678K Buy
7,697
+276
+4% +$23.8K 0.09% 222
2023
Q1
$598K Buy
7,421
+751
+11% +$61.2K 0.08% 254
2022
Q4
$518K Buy
6,670
+600
+10% +$48.6K 0.08% 274
2022
Q3
$490K Sell
6,070
-101
-2% -$9.08K 0.07% 284
2022
Q2
$554K Buy
6,171
+97
+2% +$9.83K 0.07% 290
2022
Q1
$673K Sell
6,074
-12
-0.2% -$1.27K 0.07% 310
2021
Q4
$630K Sell
6,086
-959
-14% -$111K 0.06% 339
2021
Q3
$883K Sell
7,045
-21
-0.3% -$2.72K 0.1% 242
2021
Q2
$877K Sell
7,066
-312
-4% -$39.2K 0.1% 223
2021
Q1
$872K Sell
7,378
-875
-11% -$103K 0.11% 200
2020
Q4
$967K Sell
8,253
-988
-11% -$109K 0.14% 162
2020
Q3
$960K Sell
9,241
-517
-5% -$51.9K 0.17% 143
2020
Q2
$895K Sell
9,758
-1,573
-14% -$151K 0.17% 142
2020
Q1
$1.02M Buy
11,331
+1,121
+11% +$119K 0.24% 103
2019
Q4
$1.16M Buy
10,210
+190
+2% +$20.8K 0.21% 121
2019
Q3
$1.09M Buy
10,020
+3,723
+59% +$388K 0.22% 116
2019
Q2
$613K Buy
6,297
+588
+10% +$53.7K 0.14% 178
2019
Q1
$520K Buy
5,709
+512
+10% +$45.8K 0.13% 192
2018
Q4
$473K Buy
5,197
+1,694
+48% +$158K 0.14% 177
2018
Q3
$345K Buy
3,503
+678
+24% +$62.7K 0.09% 267
2018
Q2
$242K Sell
2,825
-702
-20% -$58.6K 0.07% 332
2018
Q1
$283K Buy
3,527
+114
+3% +$9.4K 0.07% 333
2017
Q4
$276K Buy
+3,413
New +$273K 0.07% 322
2017
Q3
Sell
-3,043
Closed -$270K 402
2017
Q2
$270K Buy
+3,043
New +$257K 0.09% 272

Other funds holding MDT

Kovack Advisors's MDT Position: Q1 2026 in Review

Kovack Advisors increased its Medtronic (MDT) stake by 5.1% in Q1 2026, buying an estimated $47.4K and bringing the position to 10,279 shares worth $887K. The position accounts for 0.05% of the portfolio, ranked #402.

Kovack Advisors first reported a position in MDT in Q2 2017 and has held it in 35 quarters since. The position peaked at $1.16M in Q4 2019. 2,229 funds tracked by Wall St. Rank hold MDT as of Q1 2026.

  • Kovack Advisors held 10,279 shares of Medtronic worth $887K as of Q1 2026.
  • Kovack Advisors bought 495 Medtronic shares in Q1 2026, an estimated $47.4K.
  • Medtronic made up 0.05% of Kovack Advisors's portfolio in Q1 2026, its #402 holding.
  • Kovack Advisors first reported a position in Medtronic in Q2 2017 and has held it in 35 quarters since.
  • Kovack Advisors's Medtronic position peaked at $1.16M in Q4 2019.
  • 2,229 funds tracked by Wall St. Rank held Medtronic as of Q1 2026.

Based on Kovack Advisors's 13F filing for Q1 2026, filed 13 May 2026.