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United Capital Financial Advisors’s Medtronic MDT Stock Holding History

United Capital Financial 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 		$45.3M Buy
522,544
+17,509
+3% +$1.68M 0.28% 71
2025
Q4 		$48.5M Buy
505,035
+6,095
+1% +$592K 0.29% 69
2025
Q3 		$47.5M Buy
498,940
+7,725
+2% +$710K 0.34% 63
2025
Q2 		$42.8M Buy
491,215
+20,434
+4% +$1.73M 0.35% 64
2025
Q1 		$42.3M Buy
470,781
+6,345
+1% +$568K 0.36% 57
2024
Q4 		$37.1M Buy
464,436
+77,010
+20% +$6.67M 0.31% 71
2024
Q3 		$34.9M Sell
387,426
-7,914
-2% -$666K 0.29% 76
2024
Q2 		$31.1M Sell
395,340
-42,065
-10% -$3.45M 0.27% 77
2024
Q1 		$38.1M Sell
437,405
-11,657
-3% -$995K 0.31% 70
2023
Q4 		$37M Sell
449,062
-216,975
-33% -$16.5M 0.31% 73
2023
Q3 		$52.2M Sell
666,037
-69,274
-9% -$5.8M 0.34% 65
2023
Q2 		$64.8M Sell
735,311
-2,539
-0.3% -$219K 0.35% 54
2023
Q1 		$59.5M Sell
737,850
-638,362
-46% -$52M 0.33% 62
2022
Q4 		$107M Buy
1,376,212
+715,755
+108% +$58M 0.6% 33
2022
Q3 		$53.3M Buy
660,457
+8,649
+1% +$777K 0.32% 68
2022
Q2 		$58.5M Buy
651,808
+20,496
+3% +$2.08M 0.32% 70
2022
Q1 		$70M Buy
631,312
+27,887
+5% +$2.95M 0.34% 60
2021
Q4 		$62.4M Buy
603,425
+9,154
+2% +$1.06M 0.29% 68
2021
Q3 		$74.5M Sell
594,271
-4,433
-0.7% -$574K 0.37% 54
2021
Q2 		$74.3M Buy
598,704
+15,103
+3% +$1.9M 0.37% 54
2021
Q1 		$68.9M Buy
583,601
+3,574
+0.6% +$419K 0.38% 54
2020
Q4 		$67.9M Sell
580,027
-45,713
-7% -$5.03M 0.41% 48
2020
Q3 		$65M Buy
625,740
+51,205
+9% +$5.14M 0.42% 48
2020
Q2 		$52.7M Buy
574,535
+18,858
+3% +$1.81M 0.38% 59
2020
Q1 		$50.1M Sell
555,677
-16,164
-3% -$1.72M 0.41% 54
2019
Q4 		$64.9M Buy
571,841
+11,396
+2% +$1.25M 0.42% 43
2019
Q3 		$60.9M Sell
560,445
-50,045
-8% -$5.22M 0.43% 43
2019
Q2 		$59.5M Buy
610,490
+16,094
+3% +$1.47M 0.39% 52
2019
Q1 		$54.1M Buy
594,396
+1,411
+0.2% +$126K 0.38% 53
2018
Q4 		$53.9M Buy
592,985
+5,405
+0.9% +$505K 0.43% 48
2018
Q3 		$57.8M Buy
587,580
+54,215
+10% +$5.01M 0.41% 54
2018
Q2 		$45.7M Sell
533,365
-3,016
-0.6% -$252K 0.34% 57
2018
Q1 		$43M Buy
536,381
+185,593
+53% +$15.3M 0.33% 66
2017
Q4 		$28.5M Buy
350,788
+11,098
+3% +$889K 0.23% 102
2017
Q3 		$26.4M Buy
339,690
+8,410
+3% +$698K 0.22% 105
2017
Q2 		$29.4M Buy
331,280
+4,409
+1% +$372K 0.26% 89
2017
Q1 		$26.3M Buy
326,871
+142,766
+78% +$11.2M 0.25% 95
2016
Q4 		$13.1M Sell
184,105
-28,759
-14% -$2.26M 0.13% 185
2016
Q3 		$18.4M Buy
212,864
+30,700
+17% +$2.68M 0.18% 134
2016
Q2 		$15.8M Sell
182,164
-15,565
-8% -$1.26M 0.16% 145
2016
Q1 		$14.8M Buy
197,729
+1,036
+0.5% +$78K 0.16% 132
2015
Q4 		$15.1M Sell
196,693
-9,614
-5% -$724K 0.17% 125
2015
Q3 		$13.8M Buy
206,307
+11,890
+6% +$876K 0.17% 127
2015
Q2 		$14.4M Sell
194,417
-11,651
-6% -$890K 0.17% 138
2015
Q1 		$15.3M Buy
206,068
+94,249
+84% +$7.14M 0.19% 124
2014
Q4 		$8.07M Buy
111,819
+42,570
+61% +$2.96M 0.12% 195
2014
Q3 		$4.29M Buy
69,249
+1,509
+2% +$95.9K 0.07% 279
2014
Q2 		$4.32M Buy
67,740
+12,263
+22% +$745K 0.08% 256
2014
Q1 		$3.41M Buy
55,477
+1,595
+3% +$92.9K 0.07% 267
2013
Q4 		$3.09M Buy
53,882
+41,306
+328% +$2.34M 0.11% 188
2013
Q3 		$670K Sell
12,576
-72,376
-85% -$3.89M 0.02% 399
2013
Q2 		$4.37M Buy
+84,952
New +$4.2M 0.12% 212

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

United Capital Financial Advisors's MDT Position: Q1 2026 in Review

United Capital Financial Advisors increased its Medtronic (MDT) stake by 3.5% in Q1 2026, buying an estimated $1.68M and bringing the position to 522,544 shares worth $45.3M. The position accounts for 0.28% of the portfolio, ranked #71.

United Capital Financial Advisors first reported a position in MDT in Q2 2013 and has held it in 52 quarters since. The position peaked at $107M in Q4 2022. 2,229 funds tracked by Wall St. Rank hold MDT as of Q1 2026.

  • United Capital Financial Advisors held 522,544 shares of Medtronic worth $45.3M as of Q1 2026.
  • United Capital Financial Advisors bought 17,509 Medtronic shares in Q1 2026, an estimated $1.68M.
  • Medtronic made up 0.28% of United Capital Financial Advisors's portfolio in Q1 2026, its #71 holding.
  • United Capital Financial Advisors first reported a position in Medtronic in Q2 2013 and has held it in 52 quarters since.
  • United Capital Financial Advisors's Medtronic position peaked at $107M in Q4 2022.
  • 2,229 funds tracked by Wall St. Rank held Medtronic as of Q1 2026.

Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.