Perennial 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
Q2 | $4.39M | Sell |
56,098
-7,874
| -12% | -$635K | 0.68% | 45 |
|
|
2026
Q1 | $5.54M | Buy |
63,972
+2,140
| +3% | +$205K | 0.94% | 37 |
|
|
2025
Q4 | $5.94M | Buy |
61,832
+2,861
| +5% | +$278K | 1% | 34 |
|
|
2025
Q3 | $5.62M | Buy |
58,971
+375
| +0.6% | +$34.5K | 0.97% | 35 |
|
|
2025
Q2 | $5.11M | Sell |
58,596
-822
| -1% | -$69.7K | 0.95% | 36 |
|
|
2025
Q1 | $5.34M | Sell |
59,418
-878
| -1% | -$78.6K | 1.07% | 34 |
|
|
2024
Q4 | $4.82M | Buy |
+60,296
| New | +$5.22M | 1.05% | 33 |
|
|
2024
Q2 | $4.75M | Buy |
60,283
+1,750
| +3% | +$143K | 1.06% | 34 |
|
|
2024
Q1 | $5.1M | Buy |
58,533
+1,127
| +2% | +$96.2K | 1.19% | 31 |
|
|
2023
Q4 | $4.73M | Sell |
57,406
-1,351
| -2% | -$103K | 1.16% | 34 |
|
|
2023
Q3 | $4.6M | Sell |
58,757
-104
| -0.2% | -$8.71K | 1.24% | 32 |
|
|
2023
Q2 | $5.19M | Buy |
58,861
+931
| +2% | +$80.2K | 1.32% | 29 |
|
|
2023
Q1 | $4.67M | Buy |
57,930
+2,173
| +4% | +$177K | 1.34% | 31 |
|
|
2022
Q4 | $4.33M | Sell |
55,757
-1,185
| -2% | -$96K | 1.38% | 34 |
|
|
2022
Q3 | $4.6M | Buy |
56,942
+441
| +0.8% | +$39.6K | 1.51% | 27 |
|
|
2022
Q2 | $5.07M | Buy |
56,501
+1,500
| +3% | +$152K | 1.58% | 29 |
|
|
2022
Q1 | $6.1M | Buy |
55,001
+840
| +2% | +$88.7K | 1.62% | 30 |
|
|
2021
Q4 | $5.6M | Buy |
54,161
+2,260
| +4% | +$262K | 1.51% | 32 |
|
|
2021
Q3 | $6.51M | Buy |
51,901
+1,339
| +3% | +$173K | 1.92% | 23 |
|
|
2021
Q2 | $6.28M | Buy |
50,562
+2,602
| +5% | +$327K | 1.82% | 24 |
|
|
2021
Q1 | $5.67M | Buy |
47,960
+421
| +0.9% | +$49.3K | 1.78% | 26 |
|
|
2020
Q4 | $5.57M | Buy |
47,539
+724
| +2% | +$79.7K | 1.96% | 20 |
|
|
2020
Q3 | $4.87M | Buy |
46,815
+803
| +2% | +$80.6K | 1.99% | 21 |
|
|
2020
Q2 | $4.22M | Buy |
46,012
+1,331
| +3% | +$128K | 1.79% | 23 |
|
|
2020
Q1 | $4.03M | Buy |
44,681
+4,181
| +10% | +$445K | 2.24% | 16 |
|
|
2019
Q4 | $4.59M | Sell |
40,500
-147
| -0.4% | -$16.1K | 2.21% | 14 |
|
|
2019
Q3 | $4.42M | Buy |
40,647
+784
| +2% | +$81.8K | 2.29% | 14 |
|
|
2019
Q2 | $3.88M | Buy |
39,863
+1,947
| +5% | +$178K | 2.07% | 18 |
|
|
2019
Q1 | $3.45M | Buy |
37,916
+2,096
| +6% | +$188K | 1.96% | 19 |
|
|
2018
Q4 | $3.26M | Buy |
35,820
+2,558
| +8% | +$239K | 2.11% | 16 |
|
|
2018
Q3 | $3.27M | Sell |
33,262
-178
| -0.5% | -$16.5K | 1.88% | 21 |
|
|
2018
Q2 | $2.86M | Buy |
33,440
+122
| +0.4% | +$10.2K | 1.77% | 21 |
|
|
2018
Q1 | $2.67M | Sell |
33,318
-1,591
| -5% | -$131K | 1.69% | 26 |
|
|
2017
Q4 | $2.82M | Sell |
34,909
-128
| -0.4% | -$10.3K | 1.75% | 24 |
|
|
2017
Q3 | $2.73M | Buy |
35,037
+3,681
| +12% | +$306K | 1.84% | 21 |
|
|
2017
Q2 | $2.78M | Buy |
31,356
+3,084
| +11% | +$260K | 2.02% | 16 |
|
|
2017
Q1 | $2.28M | Buy |
28,272
+2,094
| +8% | +$164K | 1.75% | 24 |
|
|
2016
Q4 | $1.86M | Buy |
+26,178
| New | +$2.06M | 1.55% | 26 |
|
Other funds holding MDT
FWIA
GAM
SRIM
DC
Perennial Advisors's MDT Position: Q2 2026 in Review
Perennial Advisors reduced its Medtronic (MDT) stake by 12% in Q2 2026, selling an estimated $635K and leaving 56,098 shares worth $4.39M. The position accounts for 0.68% of the portfolio, ranked #45.
Perennial Advisors first reported a position in MDT in Q4 2016 and has held it in 38 quarters since. The position peaked at $6.51M in Q3 2021. 961 funds tracked by Wall St. Rank hold MDT as of Q2 2026.
- Perennial Advisors held 56,098 shares of Medtronic worth $4.39M as of Q2 2026.
- Perennial Advisors sold 7,874 Medtronic shares in Q2 2026, an estimated $635K.
- Medtronic made up 0.68% of Perennial Advisors's portfolio in Q2 2026, its #45 holding.
- Perennial Advisors first reported a position in Medtronic in Q4 2016 and has held it in 38 quarters since.
- Perennial Advisors's Medtronic position peaked at $6.51M in Q3 2021.
- 961 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.
Based on Perennial Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.