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Stratos Wealth Partners’s Medtronic MDT Stock Holding History

Stratos Wealth Partners’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 		$6.11M Sell
70,550
-3,821
-5% -$366K 0.07% 292
2025
Q4 		$7.14M Sell
74,371
-7,442
-9% -$723K 0.08% 250
2025
Q3 		$7.79M Buy
81,813
+15,957
+24% +$1.47M 0.09% 226
2025
Q2 		$5.74M Buy
65,856
+2,859
+5% +$242K 0.08% 259
2025
Q1 		$5.66M Buy
62,997
+2,328
+4% +$208K 0.09% 235
2024
Q4 		$4.85M Sell
60,669
-687
-1% -$59.5K 0.07% 281
2024
Q3 		$5.52M Sell
61,356
-39
-0.1% -$3.28K 0.08% 249
2024
Q2 		$4.83M Sell
61,395
-1,885
-3% -$155K 0.08% 252
2024
Q1 		$5.51M Buy
63,280
+3,589
+6% +$306K 0.09% 230
2023
Q4 		$4.92M Sell
59,691
-3,956
-6% -$302K 0.09% 228
2023
Q3 		$4.99M Buy
63,647
+3,316
+5% +$278K 0.11% 200
2023
Q2 		$5.32M Buy
60,331
+40,413
+203% +$3.48M 0.12% 185
2023
Q1 		$1.61M Sell
19,918
-704
-3% -$57.4K 0.04% 369
2022
Q4 		$1.6M Sell
20,622
-2,342
-10% -$190K 0.04% 392
2022
Q3 		$1.85M Buy
22,964
+1,096
+5% +$98.5K 0.05% 330
2022
Q2 		$1.96M Buy
21,868
+807
+4% +$81.8K 0.05% 324
2022
Q1 		$2.34M Buy
21,061
+703
+3% +$74.3K 0.05% 325
2021
Q4 		$2.11M Buy
20,358
+1,371
+7% +$159K 0.05% 341
2021
Q3 		$2.38M Buy
18,987
+283
+2% +$36.6K 0.06% 285
2021
Q2 		$2.32M Sell
18,704
-329
-2% -$41.3K 0.06% 295
2021
Q1 		$2.25M Buy
19,033
+529
+3% +$62K 0.06% 271
2020
Q4 		$2.17M Sell
18,504
-858
-4% -$94.5K 0.06% 261
2020
Q3 		$2.01M Sell
19,362
-708
-4% -$71.1K 0.07% 261
2020
Q2 		$1.84M Buy
20,070
+311
+2% +$29.8K 0.07% 266
2020
Q1 		$1.78M Buy
19,759
+5,601
+40% +$596K 0.08% 230
2019
Q4 		$1.61M Buy
14,158
+57
+0.4% +$6.25K 0.06% 284
2019
Q3 		$1.53M Buy
14,101
+528
+4% +$55.1K 0.07% 275
2019
Q2 		$1.32M Buy
13,573
+304
+2% +$27.8K 0.06% 293
2019
Q1 		$1.21M Buy
13,269
+344
+3% +$30.8K 0.05% 317
2018
Q4 		$1.18M Sell
12,925
-169
-1% -$15.8K 0.06% 300
2018
Q3 		$1.29M Sell
13,094
-760
-5% -$70.3K 0.06% 286
2018
Q2 		$1.19M Sell
13,854
-4,932
-26% -$412K 0.05% 324
2018
Q1 		$1.51M Buy
18,786
+3,850
+26% +$318K 0.06% 280
2017
Q4 		$1.21M Sell
14,936
-1,092
-7% -$87.5K 0.05% 309
2017
Q3 		$1.25M Sell
16,028
-1,395
-8% -$116K 0.06% 295
2017
Q2 		$1.55M Buy
17,423
+679
+4% +$57.3K 0.08% 233
2017
Q1 		$1.35M Buy
16,744
+4,249
+34% +$332K 0.08% 231
2016
Q4 		$890K Sell
12,495
-1,035
-8% -$81.3K 0.06% 282
2016
Q3 		$1.17M Buy
+13,530
New +$1.18M 0.08% 219
2016
Q2 		– Sell
-11,238
Closed -$843K – 654
2016
Q1 		$843K Buy
11,238
+1,412
+14% +$106K 0.07% 210
2015
Q4 		$756K Sell
9,826
-3,245
-25% -$244K 0.06% 219
2015
Q3 		$875K Buy
13,071
+4,119
+46% +$303K 0.11% 164
2015
Q2 		$663K Sell
8,952
-5,864
-40% -$448K 0.09% 209
2015
Q1 		$1.15M Buy
14,816
+5,933
+67% +$450K 0.14% 151
2014
Q4 		$641K Sell
8,883
-646
-7% -$44.9K 0.12% 182
2014
Q3 		$590K Buy
9,529
+1,453
+18% +$92.4K 0.14% 147
2014
Q2 		$513K Buy
+8,076
New +$491K 0.17% 151

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 Partners's MDT Position: Q1 2026 in Review

Stratos Wealth Partners reduced its Medtronic (MDT) stake by 5.1% in Q1 2026, selling an estimated $366K and leaving 70,550 shares worth $6.11M. The position accounts for 0.07% of the portfolio, ranked #292.

Stratos Wealth Partners first reported a position in MDT in Q2 2014 and has held it in 47 quarters since. The position peaked at $7.79M in Q3 2025. 2,229 funds tracked by Wall St. Rank hold MDT as of Q1 2026.

  • Stratos Wealth Partners held 70,550 shares of Medtronic worth $6.11M as of Q1 2026.
  • Stratos Wealth Partners sold 3,821 Medtronic shares in Q1 2026, an estimated $366K.
  • Medtronic made up 0.07% of Stratos Wealth Partners's portfolio in Q1 2026, its #292 holding.
  • Stratos Wealth Partners first reported a position in Medtronic in Q2 2014 and has held it in 47 quarters since.
  • Stratos Wealth Partners's Medtronic position peaked at $7.79M in Q3 2025.
  • 2,229 funds tracked by Wall St. Rank held Medtronic as of Q1 2026.

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