Steward Partners Investment Advisory’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 | $13.5M | Sell |
172,449
-71,870
| -29% | -$5.8M | 0.07% | 279 |
|
|
2026
Q1 | $21.2M | Sell |
244,319
-8,840
| -3% | -$847K | 0.11% | 168 |
|
|
2025
Q4 | $24.3M | Buy |
253,159
+12,796
| +5% | +$1.24M | 0.13% | 139 |
|
|
2025
Q3 | $22.9M | Sell |
240,363
-27,582
| -10% | -$2.54M | 0.13% | 141 |
|
|
2025
Q2 | $23.4M | Buy |
267,945
+16,265
| +6% | +$1.38M | 0.18% | 110 |
|
|
2025
Q1 | $22.6M | Buy |
251,680
+23,120
| +10% | +$2.07M | 0.2% | 102 |
|
|
2024
Q4 | $18.3M | Buy |
228,560
+21,244
| +10% | +$1.84M | 0.16% | 125 |
|
|
2024
Q3 | $18.7M | Buy |
207,316
+10,959
| +6% | +$922K | 0.17% | 126 |
|
|
2024
Q2 | $15.5M | Sell |
196,357
-18,466
| -9% | -$1.51M | 0.16% | 125 |
|
|
2024
Q1 | $18.7M | Buy |
214,823
+69,997
| +48% | +$5.97M | 0.21% | 100 |
|
|
2023
Q4 | $11.9M | Sell |
144,826
-1,316
| -0.9% | -$100K | 0.16% | 140 |
|
|
2023
Q3 | $11.5M | Buy |
146,142
+3,107
| +2% | +$260K | 0.18% | 125 |
|
|
2023
Q2 | $12.6M | Sell |
143,035
-24,760
| -15% | -$2.13M | 0.19% | 116 |
|
|
2023
Q1 | $13.5M | Buy |
167,795
+37,317
| +29% | +$3.04M | 0.22% | 107 |
|
|
2022
Q4 | $10.1M | Buy |
130,478
+14,725
| +13% | +$1.19M | 0.17% | 139 |
|
|
2022
Q3 | $9.35M | Buy |
115,753
+5,502
| +5% | +$494K | 0.17% | 138 |
|
|
2022
Q2 | $9.89M | Buy |
110,251
+3,420
| +3% | +$347K | 0.18% | 130 |
|
|
2022
Q1 | $11.9M | Buy |
106,831
+13,335
| +14% | +$1.41M | 0.18% | 129 |
|
|
2021
Q4 | $9.67M | Buy |
93,496
+7,222
| +8% | +$836K | 0.15% | 155 |
|
|
2021
Q3 | $10.8M | Sell |
86,274
-20,087
| -19% | -$2.6M | 0.19% | 132 |
|
|
2021
Q2 | $13.2M | Sell |
106,361
-20,482
| -16% | -$2.57M | 0.22% | 99 |
|
|
2021
Q1 | $15M | Buy |
126,843
+14,882
| +13% | +$1.74M | 0.26% | 91 |
|
|
2020
Q4 | $13.1M | Buy |
111,961
+11,725
| +12% | +$1.29M | 0.28% | 86 |
|
|
2020
Q3 | $10.4M | Sell |
100,236
-13,722
| -12% | -$1.38M | 0.26% | 98 |
|
|
2020
Q2 | $10.4M | Buy |
113,958
+24,410
| +27% | +$2.34M | 0.3% | 81 |
|
|
2020
Q1 | $8.07M | Buy |
89,548
+31,610
| +55% | +$3.36M | 0.3% | 87 |
|
|
2019
Q4 | $6.57M | Sell |
57,938
-8,281
| -13% | -$909K | 0.19% | 121 |
|
|
2019
Q3 | $7.19M | Buy |
66,219
+4,429
| +7% | +$462K | 0.24% | 103 |
|
|
2019
Q2 | $6.02M | Buy |
61,790
+28,007
| +83% | +$2.56M | 0.22% | 107 |
|
|
2019
Q1 | $3.08M | Buy |
33,783
+189
| +0.6% | +$16.9K | 0.13% | 162 |
|
|
2018
Q4 | $3.06M | Sell |
33,594
-1,134
| -3% | -$106K | 0.15% | 157 |
|
|
2018
Q3 | $3.42M | Sell |
34,728
-1,218
| -3% | -$113K | 0.16% | 140 |
|
|
2018
Q2 | $3.08M | Buy |
35,946
+16,530
| +85% | +$1.38M | 0.18% | 128 |
|
|
2018
Q1 | $1.56M | Buy |
+19,416
| New | +$1.6M | 0.11% | 203 |
|
Other funds holding MDT
Steward Partners Investment Advisory's MDT Position: Q2 2026 in Review
Steward Partners Investment Advisory reduced its Medtronic (MDT) stake by 29% in Q2 2026, selling an estimated $5.8M and leaving 172,449 shares worth $13.5M. The position accounts for 0.07% of the portfolio, ranked #279.
Steward Partners Investment Advisory first reported a position in MDT in Q1 2018 and has held it in 34 quarters since. The position peaked at $24.3M in Q4 2025. 2,128 funds tracked by Wall St. Rank hold MDT as of Q2 2026.
- Steward Partners Investment Advisory held 172,449 shares of Medtronic worth $13.5M as of Q2 2026.
- Steward Partners Investment Advisory sold 71,870 Medtronic shares in Q2 2026, an estimated $5.8M.
- Medtronic made up 0.07% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #279 holding.
- Steward Partners Investment Advisory first reported a position in Medtronic in Q1 2018 and has held it in 34 quarters since.
- Steward Partners Investment Advisory's Medtronic position peaked at $24.3M in Q4 2025.
- 2,128 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.
Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.