Sequoia Financial Advisors’s Medtronic MDT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$3.43M Sell
43,829
-5,656
-11% -$456K 0.02% 439
2026
Q1
$4.29M Sell
49,485
-3,248
-6% -$311K 0.02% 356
2025
Q4
$5.07M Buy
52,733
+5,585
+12% +$543K 0.03% 327
2025
Q3
$4.49M Buy
47,148
+3,358
+8% +$309K 0.03% 320
2025
Q2
$3.82M Buy
43,790
+11,865
+37% +$1.01M 0.03% 331
2025
Q1
$2.87M Sell
31,925
-2,934
-8% -$263K 0.02% 368
2024
Q4
$2.78M Sell
34,859
-37,369
-52% -$3.23M 0.03% 341
2024
Q3
$6.5M Buy
72,228
+9,340
+15% +$786K 0.07% 188
2024
Q2
$4.95M Sell
62,888
-2,097
-3% -$172K 0.06% 191
2024
Q1
$5.66M Sell
64,985
-17,740
-21% -$1.51M 0.07% 187
2023
Q4
$6.81M Buy
82,725
+16,085
+24% +$1.23M 0.08% 184
2023
Q3
$5.22M Sell
66,640
-3,823
-5% -$320K 0.09% 150
2023
Q2
$6.21M Sell
70,463
-17,185
-20% -$1.48M 0.11% 142
2023
Q1
$7.07M Sell
87,648
-83,657
-49% -$6.82M 0.16% 119
2022
Q4
$13.3M Buy
171,305
+76,880
+81% +$6.23M 0.33% 61
2022
Q3
$7.63M Buy
94,425
+1,749
+2% +$157K 0.24% 83
2022
Q2
$8.32M Sell
92,676
-992
-1% -$101K 0.24% 80
2022
Q1
$10.4M Buy
93,668
+11,735
+14% +$1.24M 0.26% 76
2021
Q4
$8.48M Buy
81,933
+75,431
+1,160% +$8.73M 0.23% 88
2021
Q3
$815K Sell
6,502
-2,110
-25% -$273K 0.08% 120
2021
Q2
$1.07M Buy
8,612
+232
+3% +$29.1K 0.04% 197
2021
Q1
$990K Sell
8,380
-1,281
-13% -$150K 0.04% 191
2020
Q4
$1.13M Buy
9,661
+3,035
+46% +$334K 0.05% 176
2020
Q3
$689K Sell
6,626
-187
-3% -$18.8K 0.04% 194
2020
Q2
$625K Buy
6,813
+65
+1% +$6.23K 0.04% 195
2020
Q1
$609K Sell
6,748
-44,779
-87% -$4.76M 0.05% 170
2019
Q4
$5.85M Buy
51,527
+85
+0.2% +$9.33K 0.37% 39
2019
Q3
$5.59M Sell
51,442
-3,462
-6% -$361K 0.4% 36
2019
Q2
$5.35M Buy
54,904
+674
+1% +$61.5K 0.4% 35
2019
Q1
$4.94M Buy
54,230
+49,351
+1,011% +$4.42M 0.41% 38
2018
Q4
$444K Buy
4,879
+32
+0.7% +$2.99K 0.05% 154
2018
Q3
$477K Sell
4,847
-827
-15% -$76.5K 0.05% 164
2018
Q2
$486K Sell
5,674
-80
-1% -$6.68K 0.05% 161
2018
Q1
$462K Sell
5,754
-812
-12% -$67K 0.05% 166
2017
Q4
$530K Buy
6,566
+1,120
+21% +$89.7K 0.06% 161
2017
Q3
$424K Buy
5,446
+951
+21% +$79K 0.05% 171
2017
Q2
$399K Sell
4,495
-172
-4% -$14.5K 0.05% 168
2017
Q1
$376K Sell
4,667
-67
-1% -$5.23K 0.05% 164
2016
Q4
$337K Buy
4,734
+100
+2% +$7.86K 0.05% 176
2016
Q3
$400K Sell
4,634
-90
-2% -$7.84K 0.07% 135
2016
Q2
$410K Buy
4,724
+90
+2% +$7.28K 0.11% 131
2016
Q1
$348K Sell
4,634
-201
-4% -$15.1K 0.11% 124
2015
Q4
$372K Buy
+4,835
New +$364K 0.15% 104
2015
Q1
Sell
-2,853
Closed -$206K 188
2014
Q4
$206K Buy
+2,853
New +$198K 0.14% 151

Other funds holding MDT

Sequoia Financial Advisors's MDT Position: Q2 2026 in Review

Sequoia Financial Advisors reduced its Medtronic (MDT) stake by 11% in Q2 2026, selling an estimated $456K and leaving 43,829 shares worth $3.43M. The position accounts for 0.02% of the portfolio, ranked #439.

Sequoia Financial Advisors first reported a position in MDT in Q4 2014 and has held it in 44 quarters since. The position peaked at $13.3M in Q4 2022. 2,133 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • Sequoia Financial Advisors held 43,829 shares of Medtronic worth $3.43M as of Q2 2026.
  • Sequoia Financial Advisors sold 5,656 Medtronic shares in Q2 2026, an estimated $456K.
  • Medtronic made up 0.02% of Sequoia Financial Advisors's portfolio in Q2 2026, its #439 holding.
  • Sequoia Financial Advisors first reported a position in Medtronic in Q4 2014 and has held it in 44 quarters since.
  • Sequoia Financial Advisors's Medtronic position peaked at $13.3M in Q4 2022.
  • 2,133 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.