Patriot Financial Group Insurance Agency’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 | $3.12M | Sell |
39,917
-30,227
| -43% | -$2.44M | 0.32% | 89 |
|
|
2026
Q1 | $6.08M | Buy |
70,144
+38,094
| +119% | +$3.65M | 0.34% | 80 |
|
|
2025
Q4 | $3.08M | Buy |
32,050
+3,765
| +13% | +$366K | 0.37% | 75 |
|
|
2025
Q3 | $2.69M | Sell |
28,285
-4,087
| -13% | -$376K | 0.34% | 74 |
|
|
2025
Q2 | $2.82M | Buy |
32,372
+4,886
| +18% | +$414K | 0.32% | 73 |
|
|
2025
Q1 | $2.47M | Buy |
27,486
+3,230
| +13% | +$289K | 0.33% | 71 |
|
|
2024
Q4 | $1.94M | Buy |
24,256
+1,181
| +5% | +$102K | 0.26% | 89 |
|
|
2024
Q3 | $2.08M | Buy |
23,075
+1,876
| +9% | +$158K | 0.28% | 83 |
|
|
2024
Q2 | $1.67M | Buy |
21,199
+2,624
| +14% | +$215K | 0.25% | 96 |
|
|
2024
Q1 | $1.62M | Buy |
18,575
+5,459
| +42% | +$466K | 0.26% | 91 |
|
|
2023
Q4 | $1.08M | Sell |
13,116
-498
| -4% | -$38K | 0.2% | 123 |
|
|
2023
Q3 | $1.07M | Buy |
13,614
+1,850
| +16% | +$155K | 0.22% | 117 |
|
|
2023
Q2 | $1.04M | Buy |
11,764
+221
| +2% | +$19K | 0.2% | 126 |
|
|
2023
Q1 | $931K | Buy |
11,543
+770
| +7% | +$62.8K | 0.19% | 126 |
|
|
2022
Q4 | $837K | Buy |
10,773
+1,364
| +14% | +$111K | 0.11% | 130 |
|
|
2022
Q3 | $760K | Buy |
9,409
+794
| +9% | +$71.4K | 0.19% | 137 |
|
|
2022
Q2 | $773K | Buy |
8,615
+1,280
| +17% | +$130K | 0.16% | 140 |
|
|
2022
Q1 | $814K | Buy |
7,335
+653
| +10% | +$69K | 0.15% | 159 |
|
|
2021
Q4 | $691K | Buy |
6,682
+1,229
| +23% | +$142K | 0.11% | 184 |
|
|
2021
Q3 | $684K | Buy |
5,453
+90
| +2% | +$11.6K | 0.12% | 182 |
|
|
2021
Q2 | $666K | Sell |
5,363
-521
| -9% | -$65.4K | 0.12% | 183 |
|
|
2021
Q1 | $695K | Sell |
5,884
-125
| -2% | -$14.7K | 0.16% | 150 |
|
|
2020
Q4 | $704K | Buy |
6,009
+797
| +15% | +$87.7K | 0.18% | 127 |
|
|
2020
Q3 | $542K | Sell |
5,212
-131
| -2% | -$13.2K | 0.18% | 121 |
|
|
2020
Q2 | $490K | Buy |
5,343
+79
| +2% | +$7.58K | 0.19% | 122 |
|
|
2020
Q1 | $475K | Buy |
5,264
+309
| +6% | +$32.9K | 0.22% | 96 |
|
|
2019
Q4 | $562K | Buy |
4,955
+414
| +9% | +$45.4K | 0.21% | 99 |
|
|
2019
Q3 | $493K | Sell |
4,541
-36
| -0.8% | -$3.76K | 0.22% | 85 |
|
|
2019
Q2 | $449K | Buy |
4,577
+448
| +11% | +$40.9K | 0.19% | 92 |
|
|
2019
Q1 | $376K | Buy |
4,129
+126
| +3% | +$11.3K | 0.19% | 93 |
|
|
2018
Q4 | $364K | Buy |
4,003
+3,796
| +1,834% | +$355K | 0.24% | 68 |
|
|
2018
Q3 | $20K | Buy |
207
+166
| +405% | +$15.3K | 0.01% | 484 |
|
|
2018
Q2 | $4K | Hold |
41
| – | – | ﹤0.01% | 504 |
|
|
2018
Q1 | $3K | Hold |
41
| – | – | ﹤0.01% | 830 |
|
|
2017
Q4 | $4K | Buy |
+41
| New | +$3.28K | ﹤0.01% | 776 |
|
Other funds holding MDT
MGP
Patriot Financial Group Insurance Agency's MDT Position: Q2 2026 in Review
Patriot Financial Group Insurance Agency reduced its Medtronic (MDT) stake by 43% in Q2 2026, selling an estimated $2.44M and leaving 39,917 shares worth $3.12M. The position accounts for 0.32% of the portfolio, ranked #89.
Patriot Financial Group Insurance Agency first reported a position in MDT in Q4 2017 and has held it in 35 quarters since. The position peaked at $6.08M in Q1 2026. 1,329 funds tracked by Wall St. Rank hold MDT as of Q2 2026.
- Patriot Financial Group Insurance Agency held 39,917 shares of Medtronic worth $3.12M as of Q2 2026.
- Patriot Financial Group Insurance Agency sold 30,227 Medtronic shares in Q2 2026, an estimated $2.44M.
- Medtronic made up 0.32% of Patriot Financial Group Insurance Agency's portfolio in Q2 2026, its #89 holding.
- Patriot Financial Group Insurance Agency first reported a position in Medtronic in Q4 2017 and has held it in 35 quarters since.
- Patriot Financial Group Insurance Agency's Medtronic position peaked at $6.08M in Q1 2026.
- 1,329 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.
Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2026, filed 16 Jul 2026.