Sowell Financial Services’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 | $792K | Sell |
10,128
-804
| -7% | -$64.9K | 0.03% | 520 |
|
|
2026
Q1 | $947K | Buy |
10,932
+1,928
| +21% | +$185K | 0.04% | 454 |
|
|
2025
Q4 | $865K | Buy |
9,004
+197
| +2% | +$19.1K | 0.03% | 468 |
|
|
2025
Q3 | $839K | Sell |
8,807
-179
| -2% | -$16.5K | 0.03% | 478 |
|
|
2025
Q2 | $783K | Sell |
8,986
-470
| -5% | -$39.9K | 0.03% | 484 |
|
|
2025
Q1 | $850K | Buy |
+9,456
| New | +$846K | 0.04% | 435 |
|
|
2024
Q4 | – | Sell |
-15,007
| Closed | -$1.36M | – | 568 |
|
|
2024
Q3 | $1.36M | Sell |
15,007
-88
| -0.6% | -$7.4K | 0.06% | 297 |
|
|
2024
Q2 | $1.2M | Buy |
15,095
+1,950
| +15% | +$160K | 0.06% | 310 |
|
|
2024
Q1 | $1.16M | Buy |
13,145
+2,051
| +18% | +$175K | 0.05% | 321 |
|
|
2023
Q4 | $921K | Sell |
11,094
-715
| -6% | -$54.5K | 0.05% | 340 |
|
|
2023
Q3 | $934K | Sell |
11,809
-19,791
| -63% | -$1.66M | 0.06% | 315 |
|
|
2023
Q2 | $2.79M | Buy |
31,600
+19,491
| +161% | +$1.68M | 0.16% | 153 |
|
|
2023
Q1 | $976K | Sell |
12,109
-26,482
| -69% | -$2.16M | 0.08% | 298 |
|
|
2022
Q4 | $3.02M | Buy |
38,591
+11,645
| +43% | +$944K | 0.2% | 134 |
|
|
2022
Q3 | $2.19M | Sell |
26,946
-165
| -0.6% | -$14.8K | 0.22% | 125 |
|
|
2022
Q2 | $2.45M | Buy |
27,111
+16,141
| +147% | +$1.64M | 0.23% | 91 |
|
|
2022
Q1 | $1.19M | Sell |
10,970
-10,989
| -50% | -$1.16M | 0.21% | 80 |
|
|
2021
Q4 | $2.29M | Buy |
21,959
+596
| +3% | +$69K | 0.13% | 177 |
|
|
2021
Q3 | $2.69M | Sell |
21,363
-3,960
| -16% | -$513K | 0.18% | 135 |
|
|
2021
Q2 | $3.16M | Sell |
25,323
-2,979
| -11% | -$374K | 0.21% | 127 |
|
|
2021
Q1 | $3.6M | Buy |
28,302
+3,214
| +13% | +$377K | 0.13% | 158 |
|
|
2020
Q4 | $2.94M | Buy |
25,088
+9,447
| +60% | +$1.04M | 0.13% | 146 |
|
|
2020
Q3 | $1.63M | Sell |
15,641
-2,715
| -15% | -$273K | 0.08% | 208 |
|
|
2020
Q2 | $1.68M | Sell |
18,356
-216
| -1% | -$20.7K | 0.09% | 197 |
|
|
2020
Q1 | $1.68M | Buy |
18,572
+1,847
| +11% | +$196K | 0.12% | 179 |
|
|
2019
Q4 | $1.9M | Buy |
16,725
+1,400
| +9% | +$154K | 0.14% | 154 |
|
|
2019
Q3 | $1.67M | Buy |
+15,325
| New | +$1.6M | 0.14% | 158 |
|
|
2019
Q1 | $916K | Buy |
10,052
+196
| +2% | +$17.5K | 0.1% | 216 |
|
|
2018
Q4 | $897K | Buy |
9,856
+847
| +9% | +$79.2K | 0.13% | 177 |
|
|
2018
Q3 | $886K | Buy |
+9,009
| New | +$833K | 0.13% | 128 |
|
Other funds holding MDT
Sowell Financial Services's MDT Position: Q2 2026 in Review
Sowell Financial Services reduced its Medtronic (MDT) stake by 7.4% in Q2 2026, selling an estimated $64.9K and leaving 10,128 shares worth $792K. The position accounts for 0.03% of the portfolio, ranked #520.
Sowell Financial Services first reported a position in MDT in Q3 2018 and has held it in 30 quarters since. The position peaked at $3.6M in Q1 2021. 2,128 funds tracked by Wall St. Rank hold MDT as of Q2 2026.
- Sowell Financial Services held 10,128 shares of Medtronic worth $792K as of Q2 2026.
- Sowell Financial Services sold 804 Medtronic shares in Q2 2026, an estimated $64.9K.
- Medtronic made up 0.03% of Sowell Financial Services's portfolio in Q2 2026, its #520 holding.
- Sowell Financial Services first reported a position in Medtronic in Q3 2018 and has held it in 30 quarters since.
- Sowell Financial Services's Medtronic position peaked at $3.6M in Q1 2021.
- 2,128 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.
Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.