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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
2019
Q2 		– Sell
-600
Closed -$55K – 350
2019
Q1 		$55K Buy
+600
New +$53.7K 0.01% 318

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 $315B AUM 27.84% 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. 2,231 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.
  • 2,231 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.