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SFMG Wealth Advisors’s Medtronic MDT Stock Holding History

SFMG Wealth 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 		$4.41M Sell
50,845
-2,228
-4% -$213K 0.3% 47
2025
Q4 		$5.1M Buy
53,073
+2,259
+4% +$219K 0.34% 45
2025
Q3 		$4.84M Buy
50,814
+1,350
+3% +$124K 0.34% 44
2025
Q2 		$4.31M Buy
49,464
+927
+2% +$78.6K 0.32% 43
2025
Q1 		$4.36M Buy
48,537
+1,792
+4% +$160K 0.34% 41
2024
Q4 		$3.73M Sell
46,745
-374
-0.8% -$32.4K 0.29% 46
2024
Q3 		$4.24M Sell
47,119
-496
-1% -$41.7K 0.34% 38
2024
Q2 		$3.75M Buy
47,615
+1,708
+4% +$140K 0.33% 42
2024
Q1 		$4M Buy
45,907
+1,465
+3% +$125K 0.34% 43
2023
Q4 		$3.66M Buy
44,442
+2,382
+6% +$182K 0.34% 41
2023
Q3 		$3.3M Buy
42,060
+2,852
+7% +$239K 0.34% 40
2023
Q2 		$3.45M Buy
39,208
+3,152
+9% +$271K 0.36% 38
2023
Q1 		$2.91M Buy
36,056
+2,952
+9% +$241K 0.31% 46
2022
Q4 		$2.57M Buy
+33,104
New +$2.68M 0.29% 51

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

SFMG Wealth Advisors's MDT Position: Q1 2026 in Review

SFMG Wealth Advisors reduced its Medtronic (MDT) stake by 4.2% in Q1 2026, selling an estimated $213K and leaving 50,845 shares worth $4.41M. The position accounts for 0.3% of the portfolio, ranked #47.

SFMG Wealth Advisors first reported a position in MDT in Q4 2022 and has held it in 14 quarters since. The position peaked at $5.1M in Q4 2025. 2,229 funds tracked by Wall St. Rank hold MDT as of Q1 2026.

  • SFMG Wealth Advisors held 50,845 shares of Medtronic worth $4.41M as of Q1 2026.
  • SFMG Wealth Advisors sold 2,228 Medtronic shares in Q1 2026, an estimated $213K.
  • Medtronic made up 0.3% of SFMG Wealth Advisors's portfolio in Q1 2026, its #47 holding.
  • SFMG Wealth Advisors first reported a position in Medtronic in Q4 2022 and has held it in 14 quarters since.
  • SFMG Wealth Advisors's Medtronic position peaked at $5.1M in Q4 2025.
  • 2,229 funds tracked by Wall St. Rank held Medtronic as of Q1 2026.

Based on SFMG Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.