United Advisor Group’s Medtronic MDT Stock Holding History

United Advisor Group’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	$258K	Sell	2,970 -133	-4%	-$12.7K	0.03%	427
2025 Q4	$299K	Buy	3,103 +266	+9%	+$25.8K	0.04%	376
2025 Q3	$271K	Sell	2,837 -78	-3%	-$7.17K	0.04%	379
2025 Q2	$254K	Sell	2,915 -139	-5%	-$11.8K	0.04%	340
2025 Q1	$274K	Sell	3,054 -4,082	-57%	-$365K	0.06%	289
2024 Q4	$570K	Buy	7,136 +623	+10%	+$53.9K	0.11%	178
2024 Q3	$586K	Buy	6,513 +2,141	+49%	+$180K	0.13%	160
2024 Q2	$344K	Buy	4,372 +1,268	+41%	+$104K	0.11%	183
2024 Q1	$271K	Buy	+3,104	New	+$265K	0.1%	175

Other funds holding MDT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

United Advisor Group's MDT Position: Q1 2026 in Review

United Advisor Group reduced its Medtronic (MDT) stake by 4.3% in Q1 2026, selling an estimated $12.7K and leaving 2,970 shares worth $258K. The position accounts for 0.03% of the portfolio, ranked #427.

United Advisor Group first reported a position in MDT in Q1 2024 and has held it in 9 quarters since. The position peaked at $586K in Q3 2024. 2,229 funds tracked by Wall St. Rank hold MDT as of Q1 2026.

United Advisor Group held 2,970 shares of Medtronic worth $258K as of Q1 2026.
United Advisor Group sold 133 Medtronic shares in Q1 2026, an estimated $12.7K.
Medtronic made up 0.03% of United Advisor Group's portfolio in Q1 2026, its #427 holding.
United Advisor Group first reported a position in Medtronic in Q1 2024 and has held it in 9 quarters since.
United Advisor Group's Medtronic position peaked at $586K in Q3 2024.
2,229 funds tracked by Wall St. Rank held Medtronic as of Q1 2026.

Based on United Advisor Group's 13F filing for Q1 2026, filed 17 Apr 2026.