Strategic Wealth Partners’s Medtronic MDT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $11.7M | Sell |
134,845
-4,048
| -3% | -$388K | 0.81% | 40 |
|
|
2025
Q4 | $13.3M | Buy |
138,893
+12,822
| +10% | +$1.25M | 0.91% | 27 |
|
|
2025
Q3 | $12M | Buy |
126,071
+16,369
| +15% | +$1.5M | 0.9% | 29 |
|
|
2025
Q2 | $9.56M | Buy |
+109,702
| New | +$9.3M | 0.75% | 42 |
|
|
2024
Q4 | $9.33M | Buy |
101,202
+13,025
| +15% | +$1.13M | 0.77% | 44 |
|
|
2024
Q3 | $7.94M | Sell |
88,177
-243
| -0.3% | -$20.4K | 0.76% | 41 |
|
|
2024
Q2 | $6.96M | Buy |
88,420
+12,069
| +16% | +$989K | 0.73% | 43 |
|
|
2024
Q1 | $6.65M | Buy |
76,351
+16,233
| +27% | +$1.39M | 0.73% | 42 |
|
|
2023
Q4 | $4.95M | Buy |
60,118
+12,042
| +25% | +$918K | 0.61% | 57 |
|
|
2023
Q3 | $3.77M | Buy |
48,076
+1,483
| +3% | +$124K | 0.5% | 56 |
|
|
2023
Q2 | $4.1M | Buy |
46,593
+18,555
| +66% | +$1.6M | 0.53% | 50 |
|
|
2023
Q1 | $2.26M | Buy |
28,038
+4,959
| +21% | +$404K | 0.35% | 80 |
|
|
2022
Q4 | $1.79M | Buy |
23,079
+405
| +2% | +$32.8K | 0.33% | 91 |
|
|
2022
Q3 | $1.83M | Buy |
22,674
+181
| +0.8% | +$16.3K | 0.39% | 90 |
|
|
2022
Q2 | $2.02M | Buy |
22,493
+2,071
| +10% | +$210K | 0.44% | 84 |
|
|
2022
Q1 | $2.27M | Buy |
20,422
+2,435
| +14% | +$257K | 0.44% | 79 |
|
|
2021
Q4 | $1.86M | Buy |
17,987
+2,397
| +15% | +$278K | 0.35% | 90 |
|
|
2021
Q3 | $1.95M | Buy |
15,590
+2,551
| +20% | +$330K | 0.57% | 42 |
|
|
2021
Q2 | $1.62M | Sell |
13,039
-601
| -4% | -$75.5K | 0.53% | 45 |
|
|
2021
Q1 | $1.61M | Buy |
13,640
+1,701
| +14% | +$199K | 0.64% | 36 |
|
|
2020
Q4 | $1.4M | Buy |
+11,939
| New | +$1.31M | 0.59% | 44 |
|
|
2020
Q3 | – | Sell |
-10,063
| Closed | -$923K | – | 160 |
|
|
2020
Q2 | $923K | Buy |
+10,063
| New | +$965K | 0.48% | 64 |
|
|
2019
Q4 | – | Sell |
-1,905
| Closed | -$53.4K | – | 350 |
|
|
2019
Q3 | $53.4K | Buy |
1,905
+66
| +4% | +$6.89K | 0.27% | 79 |
|
|
2019
Q2 | $177K | Buy |
1,839
+940
| +105% | +$85.8K | 0.09% | 138 |
|
|
2019
Q1 | $82K | Buy |
899
+774
| +619% | +$69.3K | 0.04% | 195 |
|
|
2018
Q4 | $11K | Hold |
125
| – | – | 0.01% | 436 |
|
|
2018
Q3 | $12K | Hold |
125
| – | – | 0.01% | 429 |
|
|
2018
Q2 | $11K | Hold |
125
| – | – | 0.01% | 504 |
|
|
2018
Q1 | $10K | Hold |
125
| – | – | 0.01% | 537 |
|
|
2017
Q4 | $11K | Buy |
+125
| New | +$10K | 0.01% | 487 |
|
Other funds holding MDT
VCM
VPM
Strategic Wealth Partners's MDT Position: Q1 2026 in Review
Strategic Wealth Partners reduced its Medtronic (MDT) stake by 2.9% in Q1 2026, selling an estimated $388K and leaving 134,845 shares worth $11.7M. The position accounts for 0.81% of the portfolio, ranked #40.
Strategic Wealth Partners first reported a position in MDT in Q4 2017 and has held it in 30 quarters since. The position peaked at $13.3M in Q4 2025. 2,229 funds tracked by Wall St. Rank hold MDT as of Q1 2026.
- Strategic Wealth Partners held 134,845 shares of Medtronic worth $11.7M as of Q1 2026.
- Strategic Wealth Partners sold 4,048 Medtronic shares in Q1 2026, an estimated $388K.
- Medtronic made up 0.81% of Strategic Wealth Partners's portfolio in Q1 2026, its #40 holding.
- Strategic Wealth Partners first reported a position in Medtronic in Q4 2017 and has held it in 30 quarters since.
- Strategic Wealth Partners's Medtronic position peaked at $13.3M in Q4 2025.
- 2,229 funds tracked by Wall St. Rank held Medtronic as of Q1 2026.
Based on Strategic Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.