Kovitz Investment Group Partners’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 | $567K | Buy |
6,547
+2,144
| +49% | +$205K | 0.01% | 385 |
|
|
2025
Q4 | $423K | Sell |
4,403
-74,619
| -94% | -$7.25M | 0.01% | 408 |
|
|
2025
Q3 | $7.54M | Sell |
79,022
-32,743
| -29% | -$3.01M | 0.03% | 378 |
|
|
2025
Q2 | $9.75M | Buy |
111,765
+3,735
| +3% | +$317K | 0.04% | 313 |
|
|
2025
Q1 | $9.71M | Sell |
108,030
-1,889
| -2% | -$169K | 0.05% | 275 |
|
|
2024
Q4 | $8.79M | Buy |
109,919
+3,630
| +3% | +$314K | 0.04% | 294 |
|
|
2024
Q3 | $8.75M | Buy |
106,289
+22,621
| +27% | +$1.9M | 0.06% | 250 |
|
|
2024
Q2 | $6.59M | Buy |
83,668
+27,063
| +48% | +$2.22M | 0.06% | 244 |
|
|
2024
Q1 | $4.93M | Buy |
56,605
+22,049
| +64% | +$1.88M | 0.06% | 207 |
|
|
2023
Q4 | $2.85M | Sell |
34,556
-29,396
| -46% | -$2.24M | 0.05% | 208 |
|
|
2023
Q3 | $5.01M | Sell |
63,952
-18,295
| -22% | -$1.53M | 0.09% | 138 |
|
|
2023
Q2 | $7.25M | Sell |
82,247
-1,345
| -2% | -$116K | 0.11% | 98 |
|
|
2023
Q1 | $6.74M | Sell |
83,592
-19,727
| -19% | -$1.61M | 0.12% | 111 |
|
|
2022
Q4 | $8.03M | Buy |
103,319
+9,435
| +10% | +$765K | 0.16% | 89 |
|
|
2022
Q3 | $7.58M | Buy |
93,884
+25,303
| +37% | +$2.27M | 0.18% | 84 |
|
|
2022
Q2 | $6.16M | Buy |
68,581
+2,547
| +4% | +$258K | 0.14% | 117 |
|
|
2022
Q1 | $7.33M | Buy |
66,034
+3,028
| +5% | +$320K | 0.14% | 109 |
|
|
2021
Q4 | $7.38M | Sell |
63,006
-5,531
| -8% | -$640K | 0.17% | 88 |
|
|
2021
Q3 | $8.59M | Buy |
68,537
+8,930
| +15% | +$1.16M | 0.17% | 87 |
|
|
2021
Q2 | $7.4M | Buy |
59,607
+3,196
| +6% | +$401K | 0.15% | 107 |
|
|
2021
Q1 | $6.66M | Sell |
56,411
-6,519
| -10% | -$764K | 0.16% | 103 |
|
|
2020
Q4 | $7.37M | Sell |
62,930
-10,750
| -15% | -$1.18M | 0.18% | 86 |
|
|
2020
Q3 | $7.66M | Sell |
73,680
-4,062
| -5% | -$408K | 0.21% | 77 |
|
|
2020
Q2 | $7.13M | Buy |
77,742
+8,237
| +12% | +$790K | 0.22% | 72 |
|
|
2020
Q1 | $6.27M | Buy |
69,505
+24,940
| +56% | +$2.65M | 0.23% | 74 |
|
|
2019
Q4 | $5.06M | Buy |
44,565
+255
| +0.6% | +$28K | 0.15% | 102 |
|
|
2019
Q3 | $4.81M | Buy |
44,310
+7,657
| +21% | +$799K | 0.15% | 103 |
|
|
2019
Q2 | $3.57M | Buy |
36,653
+8,641
| +31% | +$789K | 0.11% | 137 |
|
|
2019
Q1 | $2.55M | Buy |
28,012
+1,779
| +7% | +$159K | 0.08% | 174 |
|
|
2018
Q4 | $2.39M | Buy |
+26,233
| New | +$2.45M | 0.09% | 133 |
|
|
2017
Q2 | – | Sell |
-2,931
| Closed | -$236K | – | 164 |
|
|
2017
Q1 | $236K | Buy |
+2,931
| New | +$229K | 0.01% | 125 |
|
|
2016
Q4 | – | Sell |
-2,616
| Closed | -$226K | – | 126 |
|
|
2016
Q3 | $226K | Hold |
2,616
| – | – | 0.01% | 121 |
|
|
2016
Q2 | $227K | Sell |
2,616
-250
| -9% | -$20.2K | 0.02% | 120 |
|
|
2016
Q1 | $215K | Buy |
+2,866
| New | +$216K | 0.01% | 123 |
|
Other funds holding MDT
VCM
VPM
Kovitz Investment Group Partners's MDT Position: Q1 2026 in Review
Kovitz Investment Group Partners increased its Medtronic (MDT) stake by 49% in Q1 2026, buying an estimated $205K and bringing the position to 6,547 shares worth $567K. The position accounts for 0.01% of the portfolio, ranked #385.
Kovitz Investment Group Partners first reported a position in MDT in Q1 2016 and has held it in 34 quarters since. The position peaked at $9.75M in Q2 2025. 2,237 funds tracked by Wall St. Rank hold MDT as of Q1 2026.
- Kovitz Investment Group Partners held 6,547 shares of Medtronic worth $567K as of Q1 2026.
- Kovitz Investment Group Partners bought 2,144 Medtronic shares in Q1 2026, an estimated $205K.
- Medtronic made up 0.01% of Kovitz Investment Group Partners's portfolio in Q1 2026, its #385 holding.
- Kovitz Investment Group Partners first reported a position in Medtronic in Q1 2016 and has held it in 34 quarters since.
- Kovitz Investment Group Partners's Medtronic position peaked at $9.75M in Q2 2025.
- 2,237 funds tracked by Wall St. Rank held Medtronic as of Q1 2026.
Based on Kovitz Investment Group Partners's 13F filing for Q1 2026, filed 13 May 2026.