Sterling Investment Advisors (Pennsylvania)’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 | $1.47M | Sell |
18,811
-3,140
| -14% | -$253K | 0.25% | 91 |
|
|
2026
Q1 | $1.9M | Sell |
21,951
-799
| -4% | -$76.5K | 0.34% | 75 |
|
|
2025
Q4 | $2.19M | Buy |
22,750
+1,154
| +5% | +$112K | 0.4% | 70 |
|
|
2025
Q3 | $2.06M | Buy |
21,596
+375
| +2% | +$34.5K | 0.4% | 69 |
|
|
2025
Q2 | $1.85M | Buy |
21,221
+726
| +4% | +$61.6K | 0.41% | 71 |
|
|
2025
Q1 | $1.84M | Buy |
20,495
+682
| +3% | +$61K | 0.44% | 65 |
|
|
2024
Q4 | $1.58M | Buy |
19,813
+1,899
| +11% | +$164K | 0.38% | 69 |
|
|
2024
Q3 | $1.61M | Buy |
17,914
+3,500
| +24% | +$294K | 0.41% | 68 |
|
|
2024
Q2 | $1.13M | Buy |
14,414
+50
| +0.3% | +$4.1K | 0.31% | 76 |
|
|
2024
Q1 | $1.25M | Buy |
14,364
+250
| +2% | +$21.3K | 0.35% | 71 |
|
|
2023
Q4 | $1.16M | Buy |
14,114
+3,075
| +28% | +$234K | 0.36% | 68 |
|
|
2023
Q3 | $865K | Buy |
+11,039
| New | +$924K | 0.3% | 76 |
|
|
2022
Q3 | – | Sell |
-784
| Closed | -$70K | – | 342 |
|
|
2022
Q2 | $70K | Hold |
784
| – | – | 0.02% | 203 |
|
|
2022
Q1 | $87K | Sell |
784
-120
| -13% | -$12.7K | 0.02% | 205 |
|
|
2021
Q4 | $94K | Hold |
904
| – | – | 0.03% | 200 |
|
|
2021
Q3 | $113K | Sell |
904
-169
| -16% | -$21.9K | 0.03% | 183 |
|
|
2021
Q2 | $133K | Buy |
1,073
+153
| +17% | +$19.2K | 0.04% | 176 |
|
|
2021
Q1 | $109K | Buy |
920
+120
| +15% | +$14.1K | 0.04% | 182 |
|
|
2020
Q4 | $94K | Hold |
800
| – | – | 0.03% | 180 |
|
|
2020
Q3 | $83K | Hold |
800
| – | – | 0.03% | 178 |
|
|
2020
Q2 | $73K | Hold |
800
| – | – | 0.03% | 184 |
|
|
2020
Q1 | $72K | Hold |
800
| – | – | 0.04% | 163 |
|
|
2019
Q4 | $90K | Hold |
800
| – | – | 0.04% | 159 |
|
|
2019
Q3 | $87K | Hold |
800
| – | – | 0.04% | 160 |
|
|
2019
Q2 | $78K | Hold |
800
| – | – | 0.04% | 168 |
|
|
2019
Q1 | $73K | Hold |
800
| – | – | 0.04% | 177 |
|
|
2018
Q4 | $72K | Hold |
800
| – | – | 0.04% | 162 |
|
|
2018
Q3 | $79K | Hold |
800
| – | – | 0.04% | 178 |
|
|
2018
Q2 | $68K | Hold |
800
| – | – | 0.04% | 170 |
|
|
2018
Q1 | $64K | Hold |
800
| – | – | 0.04% | 172 |
|
|
2017
Q4 | $65K | Hold |
800
| – | – | 0.04% | 166 |
|
|
2017
Q3 | $62K | Hold |
800
| – | – | 0.04% | 162 |
|
|
2017
Q2 | $71K | Hold |
800
| – | – | 0.05% | 157 |
|
|
2017
Q1 | $64K | Sell |
800
-65
| -8% | -$5.08K | 0.05% | 156 |
|
|
2016
Q4 | $62K | Buy |
+865
| New | +$68K | 0.05% | 141 |
|
Other funds holding MDT
Sterling Investment Advisors (Pennsylvania)'s MDT Position: Q2 2026 in Review
Sterling Investment Advisors (Pennsylvania) reduced its Medtronic (MDT) stake by 14% in Q2 2026, selling an estimated $253K and leaving 18,811 shares worth $1.47M. The position accounts for 0.25% of the portfolio, ranked #91.
Sterling Investment Advisors (Pennsylvania) first reported a position in MDT in Q4 2016 and has held it in 35 quarters since. The position peaked at $2.19M in Q4 2025. 2,146 funds tracked by Wall St. Rank hold MDT as of Q2 2026.
- Sterling Investment Advisors (Pennsylvania) held 18,811 shares of Medtronic worth $1.47M as of Q2 2026.
- Sterling Investment Advisors (Pennsylvania) sold 3,140 Medtronic shares in Q2 2026, an estimated $253K.
- Medtronic made up 0.25% of Sterling Investment Advisors (Pennsylvania)'s portfolio in Q2 2026, its #91 holding.
- Sterling Investment Advisors (Pennsylvania) first reported a position in Medtronic in Q4 2016 and has held it in 35 quarters since.
- Sterling Investment Advisors (Pennsylvania)'s Medtronic position peaked at $2.19M in Q4 2025.
- 2,146 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.
Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q2 2026, filed 28 Jul 2026.