Modera Wealth Management’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 |
-2,857
| Closed | -$248K | – | 663 |
|
|
2026
Q1 | $248K | Buy |
2,857
+264
| +10% | +$25.3K | ﹤0.01% | 569 |
|
|
2025
Q4 | $249K | Sell |
2,593
-180
| -6% | -$17.5K | ﹤0.01% | 583 |
|
|
2025
Q3 | $264K | Buy |
2,773
+19
| +0.7% | +$1.75K | ﹤0.01% | 568 |
|
|
2025
Q2 | $240K | Sell |
2,754
-390
| -12% | -$33.1K | ﹤0.01% | 583 |
|
|
2025
Q1 | $282K | Sell |
3,144
-837
| -21% | -$74.9K | ﹤0.01% | 524 |
|
|
2024
Q4 | $318K | Buy |
3,981
+760
| +24% | +$65.8K | ﹤0.01% | 504 |
|
|
2024
Q3 | $290K | Buy |
3,221
+606
| +23% | +$51K | ﹤0.01% | 497 |
|
|
2024
Q2 | $206K | Sell |
2,615
-310
| -11% | -$25.4K | ﹤0.01% | 546 |
|
|
2024
Q1 | $255K | Sell |
2,925
-206
| -7% | -$17.6K | ﹤0.01% | 507 |
|
|
2023
Q4 | $258K | Sell |
3,131
-406
| -11% | -$30.9K | ﹤0.01% | 491 |
|
|
2023
Q3 | $277K | Buy |
3,537
+133
| +4% | +$11.1K | 0.01% | 468 |
|
|
2023
Q2 | $300K | Buy |
+3,404
| New | +$293K | 0.01% | 469 |
|
|
2022
Q4 | – | Sell |
-2,628
| Closed | -$212K | – | 358 |
|
|
2022
Q3 | $212K | Buy |
2,628
+88
| +3% | +$7.91K | 0.01% | 296 |
|
|
2022
Q2 | $228K | Buy |
2,540
+187
| +8% | +$18.9K | 0.01% | 299 |
|
|
2022
Q1 | $261K | Sell |
2,353
-4,487
| -66% | -$474K | 0.01% | 307 |
|
|
2021
Q4 | $708K | Buy |
6,840
+4,377
| +178% | +$507K | 0.03% | 216 |
|
|
2021
Q3 | $309K | Buy |
2,463
+653
| +36% | +$84.5K | 0.02% | 202 |
|
|
2021
Q2 | $225K | Sell |
1,810
-201
| -10% | -$25.2K | 0.01% | 220 |
|
|
2021
Q1 | $238K | Sell |
2,011
-1,045
| -34% | -$122K | 0.02% | 200 |
|
|
2020
Q4 | $358K | Buy |
+3,056
| New | +$336K | 0.03% | 161 |
|
|
2017
Q4 | – | Sell |
-2,672
| Closed | -$208K | – | 137 |
|
|
2017
Q3 | $208K | Sell |
2,672
-283
| -10% | -$23.5K | 0.05% | 125 |
|
|
2017
Q2 | $262K | Sell |
2,955
-919
| -24% | -$77.5K | 0.06% | 96 |
|
|
2017
Q1 | $312K | Sell |
3,874
-1,200
| -24% | -$93.7K | 0.08% | 90 |
|
|
2016
Q4 | $361K | Sell |
5,074
-1,571
| -24% | -$123K | 0.12% | 74 |
|
|
2016
Q3 | $574K | Buy |
6,645
+2,013
| +43% | +$175K | 0.19% | 50 |
|
|
2016
Q2 | $402K | Sell |
4,632
-1,946
| -30% | -$157K | 0.14% | 58 |
|
|
2016
Q1 | $493K | Buy |
+6,578
| New | +$495K | 0.17% | 57 |
|
Other funds holding MDT
Modera Wealth Management's MDT Position: Q2 2026 in Review
Modera Wealth Management sold out of Medtronic (MDT) in Q2 2026, closing a stake of 2,857 shares — an estimated $248K sold.
Modera Wealth Management first reported a position in MDT in Q1 2016 and held it in 27 quarters. The position peaked at $708K in Q4 2021. 2,146 funds tracked by Wall St. Rank hold MDT as of Q2 2026.
- Modera Wealth Management reported no remaining Medtronic position as of Q2 2026 after selling out during the quarter.
- Modera Wealth Management sold 2,857 Medtronic shares in Q2 2026, an estimated $248K.
- Modera Wealth Management first reported a position in Medtronic in Q1 2016 and held it in 27 quarters.
- Modera Wealth Management's Medtronic position peaked at $708K in Q4 2021.
- 2,146 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.
Based on Modera Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.