Meridian Wealth 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
Q2 | – | Sell |
-27,248
| Closed | -$2.36M | – | 218 |
|
|
2026
Q1 | $2.36M | Buy |
+27,248
| New | +$2.61M | 0.31% | 65 |
|
|
2025
Q4 | – | Sell |
-2,330
| Closed | -$222K | – | 192 |
|
|
2025
Q3 | $222K | Sell |
2,330
-206
| -8% | -$18.9K | 0.03% | 173 |
|
|
2025
Q2 | $221K | Sell |
2,536
-568
| -18% | -$48.2K | 0.04% | 169 |
|
|
2025
Q1 | $279K | Sell |
3,104
-615
| -17% | -$55K | 0.05% | 150 |
|
|
2024
Q4 | $297K | Sell |
3,719
-133
| -3% | -$11.5K | 0.05% | 146 |
|
|
2024
Q3 | $347K | Sell |
3,852
-812
| -17% | -$68.3K | 0.06% | 139 |
|
|
2024
Q2 | $367K | Buy |
4,664
+235
| +5% | +$19.3K | 0.07% | 134 |
|
|
2024
Q1 | $386K | Buy |
4,429
+60
| +1% | +$5.12K | 0.07% | 127 |
|
|
2023
Q4 | $360K | Sell |
4,369
-1,061
| -20% | -$80.9K | 0.08% | 130 |
|
|
2023
Q3 | $425K | Sell |
5,430
-1,000
| -16% | -$83.7K | 0.11% | 113 |
|
|
2023
Q2 | $566K | Buy |
6,430
+29
| +0.5% | +$2.5K | 0.14% | 101 |
|
|
2023
Q1 | $516K | Buy |
6,401
+723
| +13% | +$58.9K | 0.13% | 110 |
|
|
2022
Q4 | $441K | Sell |
5,678
-1,546
| -21% | -$125K | 0.11% | 122 |
|
|
2022
Q3 | $583K | Sell |
7,224
-198
| -3% | -$17.8K | 0.16% | 100 |
|
|
2022
Q2 | $666K | Sell |
7,422
-1,705
| -19% | -$173K | 0.18% | 104 |
|
|
2022
Q1 | $1.01M | Buy |
9,127
+1,957
| +27% | +$207K | 0.23% | 85 |
|
|
2021
Q4 | $742K | Sell |
7,170
-443
| -6% | -$51.3K | 0.18% | 101 |
|
|
2021
Q3 | $954K | Buy |
7,613
+452
| +6% | +$58.5K | 0.27% | 81 |
|
|
2021
Q2 | $889K | Buy |
7,161
+1,679
| +31% | +$211K | 0.25% | 84 |
|
|
2021
Q1 | $648K | Sell |
5,482
-1,734
| -24% | -$203K | 0.22% | 91 |
|
|
2020
Q4 | $845K | Sell |
7,216
-5,032
| -41% | -$554K | 0.31% | 71 |
|
|
2020
Q3 | $1.27M | Sell |
12,248
-526
| -4% | -$52.8K | 0.55% | 42 |
|
|
2020
Q2 | $1.17M | Buy |
12,774
+3,266
| +34% | +$313K | 0.54% | 43 |
|
|
2020
Q1 | $857K | Sell |
9,508
-2,912
| -23% | -$310K | 0.47% | 44 |
|
|
2019
Q4 | $1.41M | Sell |
12,420
-247
| -2% | -$27.1K | 0.56% | 33 |
|
|
2019
Q3 | $1.38M | Buy |
12,667
+7,846
| +163% | +$819K | 0.59% | 35 |
|
|
2019
Q2 | $497K | Buy |
4,821
+396
| +9% | +$36.2K | 0.35% | 65 |
|
|
2019
Q1 | $403K | Sell |
4,425
-377
| -8% | -$33.7K | 0.29% | 74 |
|
|
2018
Q4 | $437K | Buy |
+4,802
| New | +$449K | 0.34% | 60 |
|
Other funds holding MDT
Meridian Wealth Advisors's MDT Position: Q2 2026 in Review
Meridian Wealth Advisors sold out of Medtronic (MDT) in Q2 2026, closing a stake of 27,248 shares — an estimated $2.36M sold.
Meridian Wealth Advisors first reported a position in MDT in Q4 2018 and held it in 29 quarters. The position peaked at $2.36M in Q1 2026. 2,128 funds tracked by Wall St. Rank hold MDT as of Q2 2026.
- Meridian Wealth Advisors reported no remaining Medtronic position as of Q2 2026 after selling out during the quarter.
- Meridian Wealth Advisors sold 27,248 Medtronic shares in Q2 2026, an estimated $2.36M.
- Meridian Wealth Advisors first reported a position in Medtronic in Q4 2018 and held it in 29 quarters.
- Meridian Wealth Advisors's Medtronic position peaked at $2.36M in Q1 2026.
- 2,128 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.
Based on Meridian Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.