Roberts, Glore & Co’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
$606K Buy
6,997
+834
+14% +$79.9K 0.17% 119
2025
Q4
$592K Sell
6,163
-935
-13% -$90.8K 0.16% 122
2025
Q3
$676K Hold
7,098
0.18% 107
2025
Q2
$619K Sell
7,098
-130
-2% -$11K 0.18% 114
2025
Q1
$650K Sell
7,228
-189
-3% -$16.9K 0.2% 108
2024
Q4
$592K Sell
7,417
-145
-2% -$12.6K 0.18% 111
2024
Q3
$681K Sell
7,562
-175
-2% -$14.7K 0.2% 107
2024
Q2
$609K Sell
7,737
-131
-2% -$10.7K 0.18% 108
2024
Q1
$686K Sell
7,868
-220
-3% -$18.8K 0.21% 103
2023
Q4
$666K Sell
8,088
-642
-7% -$48.9K 0.21% 100
2023
Q3
$684K Sell
8,730
-450
-5% -$37.7K 0.23% 93
2023
Q2
$809K Sell
9,180
-125
-1% -$10.8K 0.26% 91
2023
Q1
$750K Sell
9,305
-130
-1% -$10.6K 0.25% 87
2022
Q4
$733K Sell
9,435
-39
-0.4% -$3.16K 0.25% 90
2022
Q3
$765K Sell
9,474
-205
-2% -$18.4K 0.27% 85
2022
Q2
$869K Sell
9,679
-50
-0.5% -$5.07K 0.29% 84
2022
Q1
$1.08M Sell
9,729
-10
-0.1% -$1.06K 0.31% 75
2021
Q4
$1.01M Buy
9,739
+5
+0.1% +$579 0.26% 84
2021
Q3
$1.22M Buy
9,734
+400
+4% +$51.8K 0.37% 66
2021
Q2
$1.16M Sell
9,334
-6
-0.1% -$753 0.35% 70
2021
Q1
$1.1M Sell
9,340
-175
-2% -$20.5K 0.35% 71
2020
Q4
$1.11M Hold
9,515
0.36% 68
2020
Q3
$988K Buy
9,515
+147
+2% +$14.8K 0.35% 67
2020
Q2
$859K Sell
9,368
-288
-3% -$27.6K 0.34% 71
2020
Q1
$870K Buy
9,656
+35
+0.4% +$3.72K 0.37% 67
2019
Q4
$1.09M Buy
9,621
+2,781
+41% +$305K 0.42% 64
2019
Q3
$743K Buy
6,840
+597
+10% +$62.3K 0.45% 64
2019
Q2
$608K Hold
6,243
0.37% 73
2019
Q1
$569K Hold
6,243
0.36% 75
2018
Q4
$568K Sell
6,243
-500
-7% -$46.7K 0.4% 72
2018
Q3
$663K Hold
6,743
0.38% 77
2018
Q2
$577K Sell
6,743
-410
-6% -$34.2K 0.35% 84
2018
Q1
$574K Hold
7,153
0.35% 80
2017
Q4
$578K Sell
7,153
-220
-3% -$17.6K 0.35% 80
2017
Q3
$573K Sell
7,373
-255
-3% -$21.2K 0.37% 79
2017
Q2
$677K Sell
7,628
-155
-2% -$13.1K 0.45% 66
2017
Q1
$627K Sell
7,783
-995
-11% -$77.7K 0.43% 70
2016
Q4
$625K Hold
8,778
0.44% 72
2016
Q3
$758K Sell
8,778
-565
-6% -$49.2K 0.54% 56
2016
Q2
$811K Sell
9,343
-387
-4% -$31.3K 0.62% 51
2016
Q1
$730K Sell
9,730
-3,431
-26% -$258K 0.55% 53
2015
Q4
$1.01M Sell
13,161
-950
-7% -$71.5K 0.77% 43
2015
Q3
$945K Sell
14,111
-1,290
-8% -$95K 0.74% 43
2015
Q2
$1.14M Sell
15,401
-12,805
-45% -$978K 0.8% 40
2015
Q1
$2.2M Sell
28,206
-3,118
-10% -$236K 1.52% 17
2014
Q4
$2.26M Sell
31,324
-1,846
-6% -$128K 1.51% 16
2014
Q3
$2.06M Sell
33,170
-3,022
-8% -$192K 1.42% 16
2014
Q2
$2.31M Sell
36,192
-1,275
-3% -$77.5K 1.56% 16
2014
Q1
$2.31M Sell
37,467
-1,275
-3% -$74.3K 1.59% 15
2013
Q4
$2.22M Sell
38,742
-1,015
-3% -$57.6K 1.54% 17
2013
Q3
$2.12M Sell
39,757
-9,908
-20% -$533K 1.56% 16
2013
Q2
$2.56M Buy
+49,665
New +$2.45M 1.57% 15

Other funds holding MDT

Roberts, Glore & Co's MDT Position: Q1 2026 in Review

Roberts, Glore & Co increased its Medtronic (MDT) stake by 14% in Q1 2026, buying an estimated $79.9K and bringing the position to 6,997 shares worth $606K. The position accounts for 0.17% of the portfolio, ranked #119.

Roberts, Glore & Co first reported a position in MDT in Q2 2013 and has held it in 52 quarters since. The position peaked at $2.56M in Q2 2013. 2,229 funds tracked by Wall St. Rank hold MDT as of Q1 2026.

  • Roberts, Glore & Co held 6,997 shares of Medtronic worth $606K as of Q1 2026.
  • Roberts, Glore & Co bought 834 Medtronic shares in Q1 2026, an estimated $79.9K.
  • Medtronic made up 0.17% of Roberts, Glore & Co's portfolio in Q1 2026, its #119 holding.
  • Roberts, Glore & Co first reported a position in Medtronic in Q2 2013 and has held it in 52 quarters since.
  • Roberts, Glore & Co's Medtronic position peaked at $2.56M in Q2 2013.
  • 2,229 funds tracked by Wall St. Rank held Medtronic as of Q1 2026.

Based on Roberts, Glore & Co's 13F filing for Q1 2026, filed 4 May 2026.