Sheaff Brock Investment Advisors’s Medtronic MDT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
$843K Sell
9,386
-1,369
-13% -$123K 0.08% 188
2024
Q4
$859K Sell
10,755
-47
-0.4% -$4.07K 0.07% 182
2024
Q3
$973K Buy
10,802
+84
+0.8% +$7.07K 0.09% 174
2024
Q2
$844K Sell
10,718
-1,695
-14% -$139K 0.08% 184
2024
Q1
$1.08M Sell
12,413
-1,287
-9% -$110K 0.07% 176
2023
Q4
$1.13M Buy
13,700
+681
+5% +$51.9K 0.09% 161
2023
Q3
$1.02M Buy
13,019
+18
+0.1% +$1.51K 0.09% 162
2023
Q2
$1.15M Sell
13,001
-477
-4% -$41.1K 0.1% 148
2023
Q1
$1.09M Sell
13,478
-79
-0.6% -$6.44K 0.1% 159
2022
Q4
$1.05M Buy
13,557
+122
+0.9% +$9.89K 0.1% 159
2022
Q3
$1.08M Buy
13,435
+2,153
+19% +$193K 0.12% 142
2022
Q2
$1.01M Sell
11,282
-50
-0.4% -$5.07K 0.08% 154
2022
Q1
$1.26M Sell
11,332
-40,982
-78% -$4.33M 0.09% 153
2021
Q4
$5.41M Buy
52,314
+2,128
+4% +$246K 0.36% 54
2021
Q3
$6.29M Buy
50,186
+411
+0.8% +$53.2K 0.46% 43
2021
Q2
$6.18M Buy
49,775
+1,331
+3% +$167K 0.44% 41
2021
Q1
$5.72M Buy
48,444
+14
+0% +$1.64K 0.45% 44
2020
Q4
$5.67M Sell
48,430
-34
-0.1% -$3.74K 0.48% 41
2020
Q3
$5.04M Sell
48,464
-85
-0.2% -$8.54K 0.46% 41
2020
Q2
$4.45M Buy
48,549
+37,157
+326% +$3.56M 0.44% 42
2020
Q1
$1.03M Sell
11,392
-138
-1% -$14.7K 0.14% 95
2019
Q4
$1.31M Buy
11,530
+982
+9% +$108K 0.13% 107
2019
Q3
$1.15M Sell
10,548
-14,215
-57% -$1.48M 0.12% 119
2019
Q2
$2.41M Sell
24,763
-22
-0.1% -$2.01K 0.26% 69
2019
Q1
$2.26M Sell
24,785
-183
-0.7% -$16.4K 0.27% 76
2018
Q4
$2.27M Buy
24,968
+58
+0.2% +$5.42K 0.36% 67
2018
Q3
$2.45M Sell
24,910
-53
-0.2% -$4.9K 0.23% 76
2018
Q2
$2.14M Sell
24,963
-380
-1% -$31.7K 0.21% 80
2018
Q1
$2.03M Sell
25,343
-3,187
-11% -$263K 0.21% 77
2017
Q4
$2.3M Buy
28,530
+214
+0.8% +$17.1K 0.3% 73
2017
Q3
$2.2M Buy
28,316
+32
+0.1% +$2.66K 0.29% 75
2017
Q2
$2.51M Buy
28,284
+72
+0.3% +$6.07K 0.33% 64
2017
Q1
$2.27M Sell
28,212
-324
-1% -$25.3K 0.3% 73
2016
Q4
$2.03M Buy
28,536
+268
+0.9% +$21.1K 0.26% 83
2016
Q3
$2.44M Sell
28,268
-935
-3% -$81.5K 0.33% 70
2016
Q2
$2.53M Sell
29,203
-37
-0.1% -$2.99K 0.32% 72
2016
Q1
$2.19M Sell
29,240
-87
-0.3% -$6.55K 0.27% 78
2015
Q4
$2.26M Buy
+29,327
New +$2.21M 0.26% 95

Other funds holding MDT

Sheaff Brock Investment Advisors's MDT Position: Q1 2025 in Review

Sheaff Brock Investment Advisors reduced its Medtronic (MDT) stake by 13% in Q1 2025, selling an estimated $123K and leaving 9,386 shares worth $843K. The position accounts for 0.08% of the portfolio, ranked #188.

Sheaff Brock Investment Advisors first reported a position in MDT in Q4 2015 and has held it in 38 quarters since. The position peaked at $6.29M in Q3 2021. 2,170 funds tracked by Wall St. Rank hold MDT as of Q1 2025.

  • Sheaff Brock Investment Advisors held 9,386 shares of Medtronic worth $843K as of Q1 2025.
  • Sheaff Brock Investment Advisors sold 1,369 Medtronic shares in Q1 2025, an estimated $123K.
  • Medtronic made up 0.08% of Sheaff Brock Investment Advisors's portfolio in Q1 2025, its #188 holding.
  • Sheaff Brock Investment Advisors first reported a position in Medtronic in Q4 2015 and has held it in 38 quarters since.
  • Sheaff Brock Investment Advisors's Medtronic position peaked at $6.29M in Q3 2021.
  • 2,170 funds tracked by Wall St. Rank held Medtronic as of Q1 2025.

Based on Sheaff Brock Investment Advisors's 13F filing for Q1 2025, filed 7 May 2025.