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Regal Investment Advisors’s Medtronic MDT Stock Holding History

Regal Investment Advisors’s Portfolio MDT Stock Details MDT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$8.8M Buy
101,511
+2,884
+3% +$276K 0.51% 47
2025
Q4 		$9.47M Buy
98,627
+7,755
+9% +$753K 0.57% 37
2025
Q3 		$8.65M Sell
90,872
-40
-0% -$3.68K 0.56% 41
2025
Q2 		$7.93M Buy
90,912
+274
+0.3% +$23.2K 0.59% 40
2025
Q1 		$8.14M Sell
90,638
-24,410
-21% -$2.18M 0.66% 35
2024
Q4 		$9.19M Buy
115,048
+1,491
+1% +$129K 0.69% 32
2024
Q3 		$10.2M Buy
113,557
+5,353
+5% +$450K 0.72% 24
2024
Q2 		$8.52M Buy
108,204
+6,858
+7% +$562K 0.56% 42
2024
Q1 		$8.83M Sell
101,346
-1,388
-1% -$118K 0.6% 36
2023
Q4 		$8.46M Buy
102,734
+109
+0.1% +$8.31K 0.64% 35
2023
Q3 		$8.04M Buy
102,625
+8,847
+9% +$741K 0.68% 32
2023
Q2 		$8.26M Buy
93,778
+6,507
+7% +$560K 0.69% 33
2023
Q1 		$7.04M Buy
87,271
+12,327
+16% +$1M 0.62% 41
2022
Q4 		$5.82M Buy
74,944
+6,502
+10% +$527K 0.56% 48
2022
Q3 		$5.53M Buy
68,442
+7,850
+13% +$705K 0.58% 47
2022
Q2 		$5.44M Buy
60,592
+7,701
+15% +$780K 0.57% 46
2022
Q1 		$5.87M Buy
52,891
+5,079
+11% +$537K 0.54% 48
2021
Q4 		$4.95M Buy
47,812
+2,046
+4% +$237K 0.44% 58
2021
Q3 		$5.74M Buy
45,766
+4,939
+12% +$639K 0.56% 40
2021
Q2 		$5.07M Buy
+40,827
New +$5.13M 0.51% 48
2021
Q1 		– Sell
-47,318
Closed -$5.54M – 272
2020
Q4 		$5.54M Buy
+47,318
New +$5.21M 0.63% 39
2020
Q3 		– Sell
-49,010
Closed -$4.49M – 162
2020
Q2 		$4.49M Buy
+49,010
New +$4.7M 0.82% 30
2020
Q1 		– Sell
-40,901
Closed -$4.64M – 197
2019
Q4 		$4.64M Sell
40,901
-138
-0.3% -$15.1K 0.83% 29
2019
Q3 		$4.46M Sell
41,039
-3,167
-7% -$330K 0.87% 26
2019
Q2 		$4.3M Buy
44,206
+4,688
+12% +$428K 0.84% 28
2019
Q1 		$3.6M Buy
39,518
+6,754
+21% +$604K 0.73% 34
2018
Q4 		$2.98M Buy
32,764
+6,833
+26% +$639K 0.65% 43
2018
Q3 		$2.55M Buy
25,931
+17,157
+196% +$1.59M 0.54% 46
2018
Q2 		$751K Sell
8,774
-1,263
-13% -$105K 0.23% 130
2018
Q1 		$805K Buy
10,037
+4,563
+83% +$376K 0.18% 142
2017
Q4 		$442K Buy
5,474
+2,616
+92% +$210K 0.1% 190
2017
Q3 		$222K Buy
+2,858
New +$237K 0.05% 252
2015
Q4 		– Sell
-991
Closed -$66K – 631
2015
Q3 		$66K Sell
991
-4,111
-81% -$303K 0.02% 399
2015
Q2 		$378K Buy
5,102
+89
+2% +$6.8K 0.1% 176
2015
Q1 		$391K Buy
5,013
+459
+10% +$34.8K 0.1% 178
2014
Q4 		$329K Buy
4,554
+372
+9% +$25.8K 0.09% 177
2014
Q3 		$259K Buy
4,182
+796
+24% +$50.6K 0.08% 201
2014
Q2 		$216K Buy
3,386
+1,369
+68% +$83.2K 0.08% 198
2014
Q1 		$124K Buy
2,017
+1,914
+1,858% +$111K 0.05% 238
2013
Q4 		$6K Sell
103
-150
-59% -$8.51K ﹤0.01% 658
2013
Q3 		$13K Hold
253
– – 0.01% 553
2013
Q2 		$13K Buy
+253
New +$12.5K 0.01% 538

Other funds holding MDT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Regal Investment Advisors's MDT Position: Q1 2026 in Review

Regal Investment Advisors increased its Medtronic (MDT) stake by 2.9% in Q1 2026, buying an estimated $276K and bringing the position to 101,511 shares worth $8.8M. The position accounts for 0.51% of the portfolio, ranked #47.

Regal Investment Advisors first reported a position in MDT in Q2 2013 and has held it in 42 quarters since. The position peaked at $10.2M in Q3 2024. 2,229 funds tracked by Wall St. Rank hold MDT as of Q1 2026.

  • Regal Investment Advisors held 101,511 shares of Medtronic worth $8.8M as of Q1 2026.
  • Regal Investment Advisors bought 2,884 Medtronic shares in Q1 2026, an estimated $276K.
  • Medtronic made up 0.51% of Regal Investment Advisors's portfolio in Q1 2026, its #47 holding.
  • Regal Investment Advisors first reported a position in Medtronic in Q2 2013 and has held it in 42 quarters since.
  • Regal Investment Advisors's Medtronic position peaked at $10.2M in Q3 2024.
  • 2,229 funds tracked by Wall St. Rank held Medtronic as of Q1 2026.

Based on Regal Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.