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Magnolia Capital Advisors’s Medtronic MDT Stock Holding History

Magnolia Capital 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
Q1 		– Sell
-16,945
Closed -$1.63M – 291
2025
Q4 		$1.63M Sell
16,945
-66
-0.4% -$6.41K 0.34% 78
2025
Q3 		$1.62M Sell
17,011
-314
-2% -$28.9K 0.42% 70
2025
Q2 		$1.51M Sell
17,325
-351
-2% -$29.8K 0.38% 77
2025
Q1 		$1.59M Buy
17,676
+662
+4% +$59.2K 0.43% 61
2024
Q4 		$1.36M Buy
17,014
+3,481
+26% +$301K 0.35% 76
2024
Q3 		$1.22M Buy
13,533
+1,330
+11% +$112K 0.61% 47
2024
Q2 		$960K Buy
+12,203
New +$1M 0.54% 53
2023
Q3 		– Sell
-11,911
Closed -$1.05M – 115
2023
Q2 		$1.05M Sell
11,911
-30
-0.3% -$2.58K 0.53% 58
2023
Q1 		$963K Buy
11,941
+1,503
+14% +$123K 0.5% 57
2022
Q4 		$811K Buy
10,438
+20
+0.2% +$1.62K 0.54% 55
2022
Q3 		$841K Sell
10,418
-10
-0.1% -$899 0.71% 49
2022
Q2 		$935K Sell
10,428
-437
-4% -$44.3K 0.85% 43
2022
Q1 		$1.21M Buy
10,865
+266
+3% +$28.1K 0.47% 65
2021
Q4 		$1.1M Buy
10,599
+538
+5% +$62.3K 0.32% 71
2021
Q3 		$1.26M Buy
10,061
+699
+7% +$90.5K 0.44% 61
2021
Q2 		$1.16M Buy
9,362
+847
+10% +$106K 0.51% 48
2021
Q1 		$1.01M Buy
8,515
+5,786
+212% +$678K 1.99% 15
2020
Q4 		$320K Buy
2,729
+104
+4% +$11.4K 0.21% 81
2020
Q3 		$273K Sell
2,625
-89
-3% -$8.94K 0.21% 76
2020
Q2 		$249K Sell
2,714
-308
-10% -$29.5K 0.32% 76
2020
Q1 		$273K Buy
3,022
+104
+4% +$11.1K 0.53% 46
2019
Q4 		$331K Buy
+2,918
New +$320K 0.32% 54

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

Magnolia Capital Advisors's MDT Position: Q1 2026 in Review

Magnolia Capital Advisors sold out of Medtronic (MDT) in Q1 2026, closing a stake of 16,945 shares — an estimated $1.63M sold.

Magnolia Capital Advisors first reported a position in MDT in Q4 2019 and held it in 22 quarters. The position peaked at $1.63M in Q4 2025. 2,229 funds tracked by Wall St. Rank hold MDT as of Q1 2026.

  • Magnolia Capital Advisors reported no remaining Medtronic position as of Q1 2026 after selling out during the quarter.
  • Magnolia Capital Advisors sold 16,945 Medtronic shares in Q1 2026, an estimated $1.63M.
  • Magnolia Capital Advisors first reported a position in Medtronic in Q4 2019 and held it in 22 quarters.
  • Magnolia Capital Advisors's Medtronic position peaked at $1.63M in Q4 2025.
  • 2,229 funds tracked by Wall St. Rank held Medtronic as of Q1 2026.

Based on Magnolia Capital Advisors's 13F filing for Q1 2026, filed 15 May 2026.