Turtle Creek Wealth Advisors’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
$734K Buy
8,468
+731
+9% +$70K 0.06% 171
2025
Q4
$743K Buy
7,737
+2,851
+58% +$277K 0.06% 187
2025
Q3
$465K Buy
4,886
+1,509
+45% +$139K 0.04% 221
2025
Q2
$294K Buy
+3,377
New +$286K 0.03% 219
2024
Q1
Sell
-1,337
Closed -$110K 558
2023
Q4
$110K Buy
+1,337
New +$102K 0.03% 187

Other funds holding MDT

Turtle Creek Wealth Advisors's MDT Position: Q1 2026 in Review

Turtle Creek Wealth Advisors increased its Medtronic (MDT) stake by 9.4% in Q1 2026, buying an estimated $70K and bringing the position to 8,468 shares worth $734K. The position accounts for 0.06% of the portfolio, ranked #171.

Turtle Creek Wealth Advisors first reported a position in MDT in Q4 2023 and has held it in 5 quarters since. The position peaked at $743K in Q4 2025. 2,229 funds tracked by Wall St. Rank hold MDT as of Q1 2026.

  • Turtle Creek Wealth Advisors held 8,468 shares of Medtronic worth $734K as of Q1 2026.
  • Turtle Creek Wealth Advisors bought 731 Medtronic shares in Q1 2026, an estimated $70K.
  • Medtronic made up 0.06% of Turtle Creek Wealth Advisors's portfolio in Q1 2026, its #171 holding.
  • Turtle Creek Wealth Advisors first reported a position in Medtronic in Q4 2023 and has held it in 5 quarters since.
  • Turtle Creek Wealth Advisors's Medtronic position peaked at $743K in Q4 2025.
  • 2,229 funds tracked by Wall St. Rank held Medtronic as of Q1 2026.

Based on Turtle Creek Wealth Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.