Obermeyer Wealth Partners’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 | $361K | Buy |
4,171
+474
| +13% | +$45.4K | 0.02% | 206 |
|
|
2025
Q4 | $355K | Buy |
3,697
+2
| +0.1% | +$194 | 0.02% | 215 |
|
|
2025
Q3 | $352K | Buy |
3,695
+247
| +7% | +$22.7K | 0.02% | 211 |
|
|
2025
Q2 | $301K | Sell |
3,448
-39
| -1% | -$3.31K | 0.02% | 218 |
|
|
2025
Q1 | $313K | Sell |
3,487
-2,659
| -43% | -$238K | 0.02% | 198 |
|
|
2024
Q4 | $491K | Hold |
6,146
| – | – | 0.03% | 152 |
|
|
2024
Q3 | $553K | Sell |
6,146
-667
| -10% | -$56.1K | 0.03% | 145 |
|
|
2024
Q2 | $536K | Sell |
6,813
-311
| -4% | -$25.5K | 0.03% | 139 |
|
|
2024
Q1 | $621K | Buy |
7,124
+202
| +3% | +$17.2K | 0.04% | 124 |
|
|
2023
Q4 | $570K | Buy |
6,922
+45
| +0.7% | +$3.43K | 0.04% | 107 |
|
|
2023
Q3 | $539K | Hold |
6,877
| – | – | 0.04% | 105 |
|
|
2023
Q2 | $606K | Buy |
6,877
+1,232
| +22% | +$106K | 0.04% | 105 |
|
|
2023
Q1 | $455K | Buy |
5,645
+835
| +17% | +$68.1K | 0.03% | 120 |
|
|
2022
Q4 | $374K | Sell |
4,810
-1,673
| -26% | -$136K | 0.03% | 137 |
|
|
2022
Q3 | $524K | Sell |
6,483
-98
| -1% | -$8.81K | 0.04% | 109 |
|
|
2022
Q2 | $591K | Sell |
6,581
-143
| -2% | -$14.5K | 0.04% | 99 |
|
|
2022
Q1 | $746K | Buy |
6,724
+437
| +7% | +$46.2K | 0.04% | 96 |
|
|
2021
Q4 | $650K | Buy |
6,287
+42
| +0.7% | +$4.86K | 0.03% | 106 |
|
|
2021
Q3 | $783K | Hold |
6,245
| – | – | 0.04% | 89 |
|
|
2021
Q2 | $775K | Sell |
6,245
-442
| -7% | -$55.5K | 0.04% | 96 |
|
|
2021
Q1 | $790K | Buy |
6,687
+4,877
| +269% | +$572K | 0.05% | 94 |
|
|
2020
Q4 | $212K | Buy |
+1,810
| New | +$199K | 0.01% | 146 |
|
|
2017
Q2 | – | Sell |
-140,566
| Closed | -$11.3M | – | 133 |
|
|
2017
Q1 | $11.3M | Sell |
140,566
-12,690
| -8% | -$991K | 1.04% | 28 |
|
|
2016
Q4 | $10.9M | Sell |
153,256
-29,344
| -16% | -$2.31M | 1.04% | 27 |
|
|
2016
Q3 | $15.8M | Sell |
182,600
-9,190
| -5% | -$801K | 1.51% | 24 |
|
|
2016
Q2 | $16.6M | Sell |
191,790
-98,937
| -34% | -$8M | 1.66% | 24 |
|
|
2016
Q1 | $21.8M | Sell |
290,727
-42,035
| -13% | -$3.17M | 2.02% | 20 |
|
|
2015
Q4 | $25.6M | Sell |
332,762
-15,105
| -4% | -$1.14M | 2.33% | 16 |
|
|
2015
Q3 | $23.3M | Sell |
347,867
-20,767
| -6% | -$1.53M | 2.45% | 14 |
|
|
2015
Q2 | $27.3M | Sell |
368,634
-9,000
| -2% | -$688K | 2.33% | 15 |
|
|
2015
Q1 | $29.5M | Sell |
377,634
-2,643
| -0.7% | -$200K | 2.41% | 11 |
|
|
2014
Q4 | $27.5M | Sell |
380,277
-4,710
| -1% | -$327K | 2.48% | 7 |
|
|
2014
Q3 | $23.9M | Sell |
384,987
-630
| -0.2% | -$40.1K | 5.86% | 2 |
|
|
2014
Q2 | $24.6M | Buy |
385,617
+4,657
| +1% | +$283K | 5.98% | 3 |
|
|
2014
Q1 | $23.4M | Buy |
380,960
+159,666
| +72% | +$9.3M | 5.85% | 3 |
|
|
2013
Q4 | $12.7M | Buy |
221,294
+1,229
| +0.6% | +$69.7K | 3.24% | 13 |
|
|
2013
Q3 | $11.7M | Sell |
220,065
-3,185
| -1% | -$171K | 3.29% | 9 |
|
|
2013
Q2 | $11.5M | Buy |
+223,250
| New | +$11M | 3.19% | 11 |
|
Other funds holding MDT
VCM
VPM
Obermeyer Wealth Partners's MDT Position: Q1 2026 in Review
Obermeyer Wealth Partners increased its Medtronic (MDT) stake by 13% in Q1 2026, buying an estimated $45.4K and bringing the position to 4,171 shares worth $361K. The position accounts for 0.02% of the portfolio, ranked #206.
Obermeyer Wealth Partners first reported a position in MDT in Q2 2013 and has held it in 38 quarters since. The position peaked at $29.5M in Q1 2015. 2,229 funds tracked by Wall St. Rank hold MDT as of Q1 2026.
- Obermeyer Wealth Partners held 4,171 shares of Medtronic worth $361K as of Q1 2026.
- Obermeyer Wealth Partners bought 474 Medtronic shares in Q1 2026, an estimated $45.4K.
- Medtronic made up 0.02% of Obermeyer Wealth Partners's portfolio in Q1 2026, its #206 holding.
- Obermeyer Wealth Partners first reported a position in Medtronic in Q2 2013 and has held it in 38 quarters since.
- Obermeyer Wealth Partners's Medtronic position peaked at $29.5M in Q1 2015.
- 2,229 funds tracked by Wall St. Rank held Medtronic as of Q1 2026.
Based on Obermeyer Wealth Partners's 13F filing for Q1 2026, filed 21 Apr 2026.