Resonant Capital Advisors’s Medtronic MDT Stock Holding History

Resonant Capital 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	$2.95M	Buy	33,810 +1,237	+4%	+$119K	0.16%	98
2025 Q4	$3.15M	Buy	32,573 +698	+2%	+$67.8K	0.17%	97
2025 Q3	$3.06M	Sell	31,875 -1,353	-4%	-$124K	0.18%	97
2025 Q2	$2.92M	Buy	33,228 +2,093	+7%	+$177K	0.19%	92
2025 Q1	$2.81M	Buy	31,135 +1,835	+6%	+$164K	0.2%	91
2024 Q4	$2.36M	Sell	29,300 -170	-0.6%	-$14.7K	0.17%	99
2024 Q3	$2.67M	Sell	29,470 -564	-2%	-$47.4K	0.2%	92
2024 Q2	$2.38M	Buy	30,034 +404	+1%	+$33.1K	0.19%	92
2024 Q1	$2.6M	Buy	29,630 +778	+3%	+$66.4K	0.22%	91
2023 Q4	$2.4M	Sell	28,852 -117	-0.4%	-$8.92K	0.23%	86
2023 Q3	$2.29M	Sell	28,969 -200	-0.7%	-$16.7K	0.24%	87
2023 Q2	$2.59M	Buy	29,169 +5,323	+22%	+$458K	0.28%	82
2023 Q1	$1.94M	Buy	23,846 +15,731	+194%	+$1.28M	0.22%	96
2022 Q4	$635K	Buy	8,115 +2,865	+55%	+$232K	0.08%	147
2022 Q3	$428K	Buy	5,250 +755	+17%	+$67.8K	0.07%	162
2022 Q2	$406K	Buy	4,495 +633	+16%	+$64.1K	0.06%	165
2022 Q1	$437K	Buy	+3,862	New	+$408K	0.06%	149
2021 Q4	–	Sell	-1,751	Closed	-$221K	–	210
2021 Q3	$221K	Buy	+1,751	New	+$227K	0.04%	179
2020 Q1	–	Sell	-3,004	Closed	-$341K	–	204
2019 Q4	$341K	Buy	+3,004	New	+$330K	0.11%	166

Other funds holding MDT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Resonant Capital Advisors's MDT Position: Q1 2026 in Review

Resonant Capital Advisors increased its Medtronic (MDT) stake by 3.8% in Q1 2026, buying an estimated $119K and bringing the position to 33,810 shares worth $2.95M. The position accounts for 0.16% of the portfolio, ranked #98.

Resonant Capital Advisors first reported a position in MDT in Q4 2019 and has held it in 19 quarters since. The position peaked at $3.15M in Q4 2025. 2,229 funds tracked by Wall St. Rank hold MDT as of Q1 2026.

Resonant Capital Advisors held 33,810 shares of Medtronic worth $2.95M as of Q1 2026.
Resonant Capital Advisors bought 1,237 Medtronic shares in Q1 2026, an estimated $119K.
Medtronic made up 0.16% of Resonant Capital Advisors's portfolio in Q1 2026, its #98 holding.
Resonant Capital Advisors first reported a position in Medtronic in Q4 2019 and has held it in 19 quarters since.
Resonant Capital Advisors's Medtronic position peaked at $3.15M in Q4 2025.
2,229 funds tracked by Wall St. Rank held Medtronic as of Q1 2026.

Based on Resonant Capital Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.