MA
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MONECO Advisors’s Medtronic MDT Stock Holding History

MONECO 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 		$595K Buy
6,862
+48
+0.7% +$4.6K 0.05% 279
2025
Q4 		$655K Sell
6,814
-21
-0.3% -$2.04K 0.05% 258
2025
Q3 		$651K Buy
6,835
+808
+13% +$74.3K 0.05% 260
2025
Q2 		$525K Sell
6,027
-244
-4% -$20.7K 0.05% 284
2025
Q1 		$563K Sell
6,271
-137
-2% -$12.3K 0.06% 259
2024
Q4 		$512K Buy
6,408
+115
+2% +$9.96K 0.05% 272
2024
Q3 		$567K Buy
6,293
+265
+4% +$22.3K 0.07% 237
2024
Q2 		$474K Sell
6,028
-39
-0.6% -$3.2K 0.07% 249
2024
Q1 		$529K Buy
6,067
+47
+0.8% +$4.01K 0.08% 230
2023
Q4 		$496K Sell
6,020
-353
-6% -$26.9K 0.09% 217
2023
Q3 		$499K Buy
6,373
+50
+0.8% +$4.19K 0.14% 177
2023
Q2 		$557K Buy
6,323
+64
+1% +$5.51K 0.15% 156
2023
Q1 		$505K Sell
6,259
-318
-5% -$25.9K 0.15% 156
2022
Q4 		$511K Buy
6,577
+410
+7% +$33.2K 0.18% 133
2022
Q3 		$498K Buy
6,167
+3
+0% +$270 0.2% 120
2022
Q2 		$553K Sell
6,164
-81
-1% -$8.21K 0.21% 112
2022
Q1 		$693K Buy
6,245
+2
+0% +$211 0.25% 92
2021
Q4 		$638K Sell
6,243
-118
-2% -$13.7K 0.24% 100
2021
Q3 		$797K Buy
6,361
+472
+8% +$61.1K 0.31% 76
2021
Q2 		$731K Buy
5,889
+43
+0.7% +$5.4K 0.34% 74
2021
Q1 		$691K Buy
5,846
+1,769
+43% +$207K 0.34% 75
2020
Q4 		$484K Sell
4,077
-685
-14% -$75.4K 0.27% 84
2020
Q3 		$495K Buy
4,762
+338
+8% +$33.9K 0.32% 74
2020
Q2 		$406K Sell
4,424
-11
-0.2% -$1.05K 0.32% 75
2020
Q1 		$400K Buy
4,435
+389
+10% +$41.4K 0.41% 61
2019
Q4 		$482K Buy
4,046
+44
+1% +$4.83K 0.34% 66
2019
Q3 		$435K Buy
4,002
+157
+4% +$16.4K 0.34% 68
2019
Q2 		$374K Sell
3,845
-933
-20% -$85.2K 0.3% 80
2019
Q1 		$435K Buy
4,778
+1,790
+60% +$160K 0.35% 69
2018
Q4 		$272K Buy
+2,988
New +$279K 0.32% 70

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

MONECO Advisors's MDT Position: Q1 2026 in Review

MONECO Advisors increased its Medtronic (MDT) stake by 0.7% in Q1 2026, buying an estimated $4.6K and bringing the position to 6,862 shares worth $595K. The position accounts for 0.05% of the portfolio, ranked #279.

MONECO Advisors first reported a position in MDT in Q4 2018 and has held it in 30 quarters since. The position peaked at $797K in Q3 2021. 2,229 funds tracked by Wall St. Rank hold MDT as of Q1 2026.

  • MONECO Advisors held 6,862 shares of Medtronic worth $595K as of Q1 2026.
  • MONECO Advisors bought 48 Medtronic shares in Q1 2026, an estimated $4.6K.
  • Medtronic made up 0.05% of MONECO Advisors's portfolio in Q1 2026, its #279 holding.
  • MONECO Advisors first reported a position in Medtronic in Q4 2018 and has held it in 30 quarters since.
  • MONECO Advisors's Medtronic position peaked at $797K in Q3 2021.
  • 2,229 funds tracked by Wall St. Rank held Medtronic as of Q1 2026.

Based on MONECO Advisors's 13F filing for Q1 2026, filed 8 May 2026.