Legacy Financial 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 | $485K | Sell |
5,598
-1,429
| -20% | -$137K | 0.07% | 244 |
|
|
2025
Q4 | $675K | Sell |
7,027
-755
| -10% | -$73.3K | 0.09% | 182 |
|
|
2025
Q3 | $741K | Buy |
7,782
+1,532
| +25% | +$141K | 0.1% | 181 |
|
|
2025
Q2 | $545K | Sell |
6,250
-7,522
| -55% | -$638K | 0.09% | 189 |
|
|
2025
Q1 | $1.24M | Buy |
13,772
+489
| +4% | +$43.8K | 0.21% | 84 |
|
|
2024
Q4 | $1.06M | Buy |
13,283
+330
| +3% | +$28.6K | 0.18% | 101 |
|
|
2024
Q3 | $1.17M | Sell |
12,953
-237
| -2% | -$19.9K | 0.2% | 85 |
|
|
2024
Q2 | $1.04M | Sell |
13,190
-149
| -1% | -$12.2K | 0.18% | 87 |
|
|
2024
Q1 | $1.16M | Buy |
13,339
+29
| +0.2% | +$2.48K | 0.21% | 84 |
|
|
2023
Q4 | $1.1M | Sell |
13,310
-130
| -1% | -$9.91K | 0.21% | 77 |
|
|
2023
Q3 | $1.05M | Buy |
13,440
+561
| +4% | +$47K | 0.21% | 63 |
|
|
2023
Q2 | $1.13M | Buy |
12,879
+686
| +6% | +$59.1K | 0.21% | 62 |
|
|
2023
Q1 | $983K | Buy |
12,193
+4,386
| +56% | +$357K | 0.2% | 62 |
|
|
2022
Q4 | $607K | Sell |
7,807
-473
| -6% | -$38.3K | 0.13% | 91 |
|
|
2022
Q3 | $669K | Buy |
8,280
+939
| +13% | +$84.4K | 0.16% | 72 |
|
|
2022
Q2 | $659K | Sell |
7,341
-494
| -6% | -$50.1K | 0.16% | 67 |
|
|
2022
Q1 | $869K | Buy |
7,835
+2,387
| +44% | +$252K | 0.2% | 56 |
|
|
2021
Q4 | $564K | Sell |
5,448
-500
| -8% | -$57.9K | 0.13% | 82 |
|
|
2021
Q3 | $746K | Buy |
5,948
+590
| +11% | +$76.4K | 0.18% | 52 |
|
|
2021
Q2 | $665K | Buy |
5,358
+428
| +9% | +$53.7K | 0.17% | 54 |
|
|
2021
Q1 | $582K | Buy |
4,930
+118
| +2% | +$13.8K | 0.16% | 57 |
|
|
2020
Q4 | $564K | Sell |
4,812
-127
| -3% | -$14K | 0.16% | 56 |
|
|
2020
Q3 | $513K | Buy |
+4,939
| New | +$496K | 0.16% | 58 |
|
|
2020
Q1 | – | Sell |
-2,235
| Closed | -$254K | – | 98 |
|
|
2019
Q4 | $254K | Sell |
2,235
-13
| -0.6% | -$1.43K | 0.08% | 103 |
|
|
2019
Q3 | $244K | Sell |
2,248
-591
| -21% | -$61.7K | 0.08% | 101 |
|
|
2019
Q2 | $277K | Buy |
2,839
+612
| +27% | +$55.9K | 0.1% | 96 |
|
|
2019
Q1 | $203K | Buy |
2,227
+1,339
| +151% | +$120K | 0.07% | 108 |
|
|
2018
Q4 | $81K | Buy |
888
+464
| +109% | +$43.4K | 0.03% | 164 |
|
|
2018
Q3 | $41K | Sell |
424
-126
| -23% | -$11.6K | 0.01% | 274 |
|
|
2018
Q2 | $49K | Sell |
550
-1,354
| -71% | -$113K | 0.02% | 253 |
|
|
2018
Q1 | $151K | Buy |
1,904
+1,170
| +159% | +$96.5K | 0.06% | 136 |
|
|
2017
Q4 | $59K | Buy |
+734
| New | +$58.8K | 0.02% | 222 |
|
Other funds holding MDT
VCM
VPM
Legacy Financial Advisors's MDT Position: Q1 2026 in Review
Legacy Financial Advisors reduced its Medtronic (MDT) stake by 20% in Q1 2026, selling an estimated $137K and leaving 5,598 shares worth $485K. The position accounts for 0.07% of the portfolio, ranked #244.
Legacy Financial Advisors first reported a position in MDT in Q4 2017 and has held it in 32 quarters since. The position peaked at $1.24M in Q1 2025. 2,231 funds tracked by Wall St. Rank hold MDT as of Q1 2026.
- Legacy Financial Advisors held 5,598 shares of Medtronic worth $485K as of Q1 2026.
- Legacy Financial Advisors sold 1,429 Medtronic shares in Q1 2026, an estimated $137K.
- Medtronic made up 0.07% of Legacy Financial Advisors's portfolio in Q1 2026, its #244 holding.
- Legacy Financial Advisors first reported a position in Medtronic in Q4 2017 and has held it in 32 quarters since.
- Legacy Financial Advisors's Medtronic position peaked at $1.24M in Q1 2025.
- 2,231 funds tracked by Wall St. Rank held Medtronic as of Q1 2026.
Based on Legacy Financial Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.