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Stratos Wealth Advisors’s Medtronic MDT Stock Holding History

Stratos Wealth Advisors’s Portfolio MDT Stock Details MDT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$356K Buy
4,105
+69
+2% +$6.61K 0.02% 450
2025
Q4 		$388K Sell
4,036
-1,180
-23% -$115K 0.02% 486
2025
Q3 		$497K Sell
5,216
-910
-15% -$83.7K 0.02% 464
2025
Q2 		$534K Sell
6,126
-729
-11% -$61.8K 0.03% 437
2025
Q1 		$616K Buy
6,855
+293
+4% +$26.2K 0.03% 396
2024
Q4 		$524K Sell
6,562
-5,844
-47% -$506K 0.03% 457
2024
Q3 		$1.12M Buy
12,406
+4,565
+58% +$384K 0.05% 331
2024
Q2 		$617K Sell
7,841
-2,614
-25% -$214K 0.03% 423
2024
Q1 		$911K Sell
10,455
-753
-7% -$64.3K 0.05% 346
2023
Q4 		$923K Sell
11,208
-2,019
-15% -$154K 0.05% 343
2023
Q3 		$1.04M Buy
13,227
+151
+1% +$12.6K 0.07% 294
2023
Q2 		$1.15M Sell
13,076
-1,248
-9% -$107K 0.08% 271
2023
Q1 		$1.15M Buy
14,324
+1,314
+10% +$107K 0.09% 254
2022
Q4 		$1.01M Sell
13,010
-3,063
-19% -$248K 0.08% 276
2022
Q3 		$1.3M Sell
16,073
-5,760
-26% -$518K 0.14% 201
2022
Q2 		$1.96M Buy
21,833
+359
+2% +$36.4K 0.18% 151
2022
Q1 		$2.38M Buy
21,474
+252
+1% +$26.6K 0.19% 137
2021
Q4 		$2.19M Buy
21,222
+1,184
+6% +$137K 0.16% 172
2021
Q3 		$2.51M Buy
20,038
+5,512
+38% +$713K 0.21% 129
2021
Q2 		$1.8M Buy
14,526
+3,417
+31% +$429K 0.16% 169
2021
Q1 		$1.31M Buy
11,109
+579
+5% +$67.9K 0.14% 181
2020
Q4 		$1.23M Buy
10,530
+5,017
+91% +$552K 0.17% 140
2020
Q3 		$573K Sell
5,513
-476
-8% -$47.8K 0.14% 164
2020
Q2 		$549K Buy
5,989
+1,766
+42% +$169K 0.17% 132
2020
Q1 		$381K Buy
4,223
+104
+3% +$11.1K 0.27% 91
2019
Q4 		$467K Sell
4,119
-728
-15% -$79.9K 0.26% 83
2019
Q3 		$527K Sell
4,847
-296
-6% -$30.9K 0.2% 108
2019
Q2 		$501K Sell
5,143
-68
-1% -$6.21K 0.2% 115
2019
Q1 		$475K Buy
5,211
+41
+0.8% +$3.67K 0.26% 105
2018
Q4 		$470K Buy
+5,170
New +$483K 0.31% 95

Other funds holding MDT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Stratos Wealth Advisors's MDT Position: Q1 2026 in Review

Stratos Wealth Advisors increased its Medtronic (MDT) stake by 1.7% in Q1 2026, buying an estimated $6.61K and bringing the position to 4,105 shares worth $356K. The position accounts for 0.02% of the portfolio, ranked #450.

Stratos Wealth Advisors first reported a position in MDT in Q4 2018 and has held it in 30 quarters since. The position peaked at $2.51M in Q3 2021. 2,231 funds tracked by Wall St. Rank hold MDT as of Q1 2026.

  • Stratos Wealth Advisors held 4,105 shares of Medtronic worth $356K as of Q1 2026.
  • Stratos Wealth Advisors bought 69 Medtronic shares in Q1 2026, an estimated $6.61K.
  • Medtronic made up 0.02% of Stratos Wealth Advisors's portfolio in Q1 2026, its #450 holding.
  • Stratos Wealth Advisors first reported a position in Medtronic in Q4 2018 and has held it in 30 quarters since.
  • Stratos Wealth Advisors's Medtronic position peaked at $2.51M in Q3 2021.
  • 2,231 funds tracked by Wall St. Rank held Medtronic as of Q1 2026.

Based on Stratos Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.