ProVise Management Group’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 | $17.2M | Buy |
198,237
+5,628
| +3% | +$539K | 1.24% | 25 |
|
|
2025
Q4 | $18.5M | Buy |
192,609
+8,864
| +5% | +$861K | 1.32% | 25 |
|
|
2025
Q3 | $17.5M | Buy |
183,745
+30,057
| +20% | +$2.76M | 1.29% | 23 |
|
|
2025
Q2 | $13.4M | Buy |
153,688
+13,191
| +9% | +$1.12M | 1.06% | 31 |
|
|
2025
Q1 | $12.6M | Buy |
140,497
+14,915
| +12% | +$1.33M | 1.07% | 31 |
|
|
2024
Q4 | $10M | Buy |
125,582
+2,471
| +2% | +$214K | 0.86% | 37 |
|
|
2024
Q3 | $11.1M | Buy |
123,111
+13,605
| +12% | +$1.14M | 0.88% | 33 |
|
|
2024
Q2 | $8.62M | Buy |
109,506
+5,169
| +5% | +$424K | 0.73% | 39 |
|
|
2024
Q1 | $9.09M | Buy |
104,337
+49,123
| +89% | +$4.19M | 0.79% | 39 |
|
|
2023
Q4 | $4.55M | Buy |
55,214
+15,923
| +41% | +$1.21M | 0.39% | 76 |
|
|
2023
Q3 | $3.08M | Buy |
39,291
+8,496
| +28% | +$711K | 0.29% | 95 |
|
|
2023
Q2 | $2.71M | Buy |
30,795
+7,698
| +33% | +$663K | 0.25% | 97 |
|
|
2023
Q1 | $1.86M | Buy |
23,097
+1,236
| +6% | +$101K | 0.18% | 121 |
|
|
2022
Q4 | $1.7M | Sell |
21,861
-3,594
| -14% | -$291K | 0.17% | 125 |
|
|
2022
Q3 | $2.06M | Buy |
25,455
+3,854
| +18% | +$346K | 0.23% | 106 |
|
|
2022
Q2 | $1.94M | Buy |
21,601
+2,074
| +11% | +$210K | 0.21% | 112 |
|
|
2022
Q1 | $2.17M | Buy |
19,527
+654
| +3% | +$69.1K | 0.2% | 116 |
|
|
2021
Q4 | $1.95M | Buy |
18,873
+282
| +2% | +$32.7K | 0.18% | 131 |
|
|
2021
Q3 | $2.33M | Buy |
18,591
+13
| +0.1% | +$1.68K | 0.23% | 115 |
|
|
2021
Q2 | $2.31M | Sell |
18,578
-86
| -0.5% | -$10.8K | 0.24% | 110 |
|
|
2021
Q1 | $2.21M | Buy |
18,664
+1,525
| +9% | +$179K | 0.24% | 110 |
|
|
2020
Q4 | $2.01M | Buy |
17,139
+7,119
| +71% | +$784K | 0.23% | 110 |
|
|
2020
Q3 | $1.04M | Buy |
10,020
+5,589
| +126% | +$561K | 0.14% | 137 |
|
|
2020
Q2 | $406K | Buy |
+4,431
| New | +$425K | 0.06% | 195 |
|
|
2020
Q1 | – | Sell |
-1,825
| Closed | -$207K | – | 288 |
|
|
2019
Q4 | $207K | Buy |
+1,825
| New | +$200K | 0.03% | 291 |
|
|
2018
Q4 | – | Sell |
-2,050
| Closed | -$202K | – | 316 |
|
|
2018
Q3 | $202K | Sell |
2,050
-400
| -16% | -$37K | 0.03% | 306 |
|
|
2018
Q2 | $210 | Buy |
+2,450
| New | +$205K | 0.02% | 302 |
|
|
2015
Q1 | – | Sell |
-5,773
| Closed | -$417K | – | 307 |
|
|
2014
Q4 | $417K | Sell |
5,773
-2,011
| -26% | -$140K | 0.09% | 206 |
|
|
2014
Q3 | $482K | Sell |
7,784
-2,927
| -27% | -$186K | 0.1% | 205 |
|
|
2014
Q2 | $683K | Sell |
10,711
-1,125
| -10% | -$68.3K | 0.15% | 169 |
|
|
2014
Q1 | $728K | Buy |
11,836
+2,076
| +21% | +$121K | 0.18% | 149 |
|
|
2013
Q4 | $560K | Buy |
9,760
+525
| +6% | +$29.8K | 0.14% | 168 |
|
|
2013
Q3 | $492K | Hold |
9,235
| – | – | 0.14% | 176 |
|
|
2013
Q2 | $476K | Buy |
+9,235
| New | +$456K | 0.14% | 177 |
|
Other funds holding MDT
VCM
VPM
ProVise Management Group's MDT Position: Q1 2026 in Review
ProVise Management Group increased its Medtronic (MDT) stake by 2.9% in Q1 2026, buying an estimated $539K and bringing the position to 198,237 shares worth $17.2M. The position accounts for 1.24% of the portfolio, ranked #25.
ProVise Management Group first reported a position in MDT in Q2 2013 and has held it in 34 quarters since. The position peaked at $18.5M in Q4 2025. 2,229 funds tracked by Wall St. Rank hold MDT as of Q1 2026.
- ProVise Management Group held 198,237 shares of Medtronic worth $17.2M as of Q1 2026.
- ProVise Management Group bought 5,628 Medtronic shares in Q1 2026, an estimated $539K.
- Medtronic made up 1.24% of ProVise Management Group's portfolio in Q1 2026, its #25 holding.
- ProVise Management Group first reported a position in Medtronic in Q2 2013 and has held it in 34 quarters since.
- ProVise Management Group's Medtronic position peaked at $18.5M in Q4 2025.
- 2,229 funds tracked by Wall St. Rank held Medtronic as of Q1 2026.
Based on ProVise Management Group's 13F filing for Q1 2026, filed 7 May 2026.