Moneta Group Investment 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 | $858K | Sell |
9,902
-653
| -6% | -$62.6K | 0.01% | 388 |
|
|
2025
Q4 | $1.01M | Buy |
10,555
+142
| +1% | +$13.8K | 0.01% | 359 |
|
|
2025
Q3 | $992K | Sell |
10,413
-458
| -4% | -$42.1K | 0.01% | 357 |
|
|
2025
Q2 | $948K | Sell |
10,871
-184
| -2% | -$15.6K | 0.01% | 318 |
|
|
2025
Q1 | $993K | Buy |
11,055
+1,205
| +12% | +$108K | 0.01% | 292 |
|
|
2024
Q4 | $787K | Buy |
9,850
+121
| +1% | +$10.5K | 0.01% | 315 |
|
|
2024
Q3 | $876K | Sell |
9,729
-2,329
| -19% | -$196K | 0.01% | 294 |
|
|
2024
Q2 | $949K | Sell |
12,058
-1,192
| -9% | -$97.7K | 0.02% | 276 |
|
|
2024
Q1 | $1.15M | Sell |
13,250
-176
| -1% | -$15K | 0.02% | 251 |
|
|
2023
Q4 | $1.11M | Sell |
13,426
-2,102
| -14% | -$160K | 0.02% | 228 |
|
|
2023
Q3 | $1.22M | Buy |
15,528
+791
| +5% | +$66.2K | 0.03% | 199 |
|
|
2023
Q2 | $1.3M | Sell |
14,737
-112
| -0.8% | -$9.64K | 0.03% | 204 |
|
|
2023
Q1 | $1.2M | Buy |
14,849
+2,650
| +22% | +$216K | 0.03% | 200 |
|
|
2022
Q4 | $1.02M | Buy |
12,199
+1,115
| +10% | +$90.4K | 0.03% | 203 |
|
|
2022
Q3 | $895K | Sell |
11,084
-916
| -8% | -$82.3K | 0.03% | 201 |
|
|
2022
Q2 | $1.08M | Buy |
12,000
+1,229
| +11% | +$125K | 0.04% | 199 |
|
|
2022
Q1 | $1.2M | Sell |
10,771
-307
| -3% | -$32.4K | 0.05% | 180 |
|
|
2021
Q4 | $1.15M | Sell |
11,078
-290
| -3% | -$33.6K | 0.05% | 187 |
|
|
2021
Q3 | $1.43M | Sell |
11,368
-64
| -0.6% | -$8.28K | 0.07% | 153 |
|
|
2021
Q2 | $1.42M | Buy |
11,432
+2,730
| +31% | +$343K | 0.07% | 160 |
|
|
2021
Q1 | $1.03M | Buy |
8,702
+2,829
| +48% | +$332K | 0.05% | 174 |
|
|
2020
Q4 | $688K | Buy |
5,873
+2,149
| +58% | +$237K | 0.05% | 169 |
|
|
2020
Q3 | $387K | Buy |
3,724
+365
| +11% | +$36.7K | 0.03% | 194 |
|
|
2020
Q2 | $308K | Buy |
3,359
+698
| +26% | +$66.9K | 0.03% | 208 |
|
|
2020
Q1 | $240K | Sell |
2,661
-63
| -2% | -$6.7K | 0.03% | 210 |
|
|
2019
Q4 | $309K | Buy |
2,724
+321
| +13% | +$35.2K | 0.03% | 204 |
|
|
2019
Q3 | $261K | Buy |
+2,403
| New | +$251K | 0.02% | 219 |
|
|
2018
Q4 | – | Sell |
-2,668
| Closed | -$262K | – | 232 |
|
|
2018
Q3 | $262K | Sell |
2,668
-74
| -3% | -$6.84K | 0.03% | 193 |
|
|
2018
Q2 | $235K | Buy |
2,742
+288
| +12% | +$24.1K | 0.03% | 232 |
|
|
2018
Q1 | $197K | Sell |
2,454
-3,735
| -60% | -$308K | 0.03% | 198 |
|
|
2017
Q4 | $500K | Sell |
6,189
-239
| -4% | -$19.1K | 0.08% | 121 |
|
|
2017
Q3 | $500K | Buy |
+6,428
| New | +$534K | 0.08% | 117 |
|
|
2015
Q4 | – | Sell |
-190
| Closed | -$13K | – | 307 |
|
|
2015
Q3 | $13K | Buy |
+190
| New | +$14K | ﹤0.01% | 387 |
|
Other funds holding MDT
VCM
VPM
Moneta Group Investment Advisors's MDT Position: Q1 2026 in Review
Moneta Group Investment Advisors reduced its Medtronic (MDT) stake by 6.2% in Q1 2026, selling an estimated $62.6K and leaving 9,902 shares worth $858K. The position accounts for 0.01% of the portfolio, ranked #388.
Moneta Group Investment Advisors first reported a position in MDT in Q3 2015 and has held it in 33 quarters since. The position peaked at $1.43M in Q3 2021. 2,231 funds tracked by Wall St. Rank hold MDT as of Q1 2026.
- Moneta Group Investment Advisors held 9,902 shares of Medtronic worth $858K as of Q1 2026.
- Moneta Group Investment Advisors sold 653 Medtronic shares in Q1 2026, an estimated $62.6K.
- Medtronic made up 0.01% of Moneta Group Investment Advisors's portfolio in Q1 2026, its #388 holding.
- Moneta Group Investment Advisors first reported a position in Medtronic in Q3 2015 and has held it in 33 quarters since.
- Moneta Group Investment Advisors's Medtronic position peaked at $1.43M in Q3 2021.
- 2,231 funds tracked by Wall St. Rank held Medtronic as of Q1 2026.
Based on Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.