Pin Oak 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
$36K Sell
407
-33
-8% -$3.16K 0.03% 239
2025
Q4
$45K Hold
440
0.03% 224
2025
Q3
$42.2K Sell
440
-37
-8% -$3.4K 0.03% 221
2025
Q2
$42K Hold
477
0.04% 209
2025
Q1
$42K Hold
477
0.03% 202
2024
Q4
$43K Hold
477
0.04% 199
2024
Q3
$42K Buy
477
+78
+20% +$6.56K 0.04% 202
2024
Q2
$31K Hold
399
0.03% 222
2024
Q1
$35K Hold
399
0.03% 206
2023
Q4
$33K Hold
399
0.03% 207
2023
Q3
$32K Sell
399
-110
-22% -$9.21K 0.04% 200
2023
Q2
$45K Hold
509
0.05% 170
2023
Q1
$41K Hold
509
0.05% 168
2022
Q4
$40K Hold
509
0.05% 157
2022
Q3
$41K Hold
509
0.05% 145
2022
Q2
$46K Sell
509
-174
-25% -$17.6K 0.06% 144
2022
Q1
$76K Hold
683
0.08% 138
2021
Q4
$71K Buy
683
+140
+26% +$16.2K 0.07% 144
2021
Q3
$68K Sell
543
-97
-15% -$12.6K 0.08% 145
2021
Q2
$79K Hold
640
0.08% 140
2021
Q1
$76K Hold
640
0.06% 156
2020
Q4
$75K Buy
640
+174
+37% +$19.2K 0.06% 158
2020
Q3
$48K Hold
466
0.05% 167
2020
Q2
$43K Hold
466
0.04% 170
2020
Q1
$42K Buy
466
+3
+0.6% +$319 0.04% 173
2019
Q4
$53K Hold
463
0.04% 177
2019
Q3
$50K Sell
463
-157
-25% -$16.4K 0.04% 191
2019
Q2
$60K Buy
620
+97
+19% +$8.86K 0.05% 183
2019
Q1
$48K Buy
523
+154
+42% +$13.8K 0.04% 187
2018
Q4
$34K Buy
369
+226
+158% +$21.1K 0.03% 204
2018
Q3
$14K Sell
143
-290
-67% -$26.8K 0.01% 288
2018
Q2
$37K Buy
433
+33
+8% +$2.76K 0.03% 213
2018
Q1
$32K Hold
400
0.03% 227
2017
Q4
$32K Buy
+400
New +$32K 0.02% 233

Other funds holding MDT

Pin Oak Investment Advisors's MDT Position: Q1 2026 in Review

Pin Oak Investment Advisors reduced its Medtronic (MDT) stake by 7.5% in Q1 2026, selling an estimated $3.16K and leaving 407 shares worth $36K. The position accounts for 0.03% of the portfolio, ranked #239.

Pin Oak Investment Advisors first reported a position in MDT in Q4 2017 and has held it in 34 quarters since. The position peaked at $79K in Q2 2021. 2,229 funds tracked by Wall St. Rank hold MDT as of Q1 2026.

  • Pin Oak Investment Advisors held 407 shares of Medtronic worth $36K as of Q1 2026.
  • Pin Oak Investment Advisors sold 33 Medtronic shares in Q1 2026, an estimated $3.16K.
  • Medtronic made up 0.03% of Pin Oak Investment Advisors's portfolio in Q1 2026, its #239 holding.
  • Pin Oak Investment Advisors first reported a position in Medtronic in Q4 2017 and has held it in 34 quarters since.
  • Pin Oak Investment Advisors's Medtronic position peaked at $79K in Q2 2021.
  • 2,229 funds tracked by Wall St. Rank held Medtronic as of Q1 2026.

Based on Pin Oak Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.