Valeo Financial 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
Q2 | $1.3M | Buy |
16,563
+1,255
| +8% | +$101K | 0.03% | 261 |
|
|
2026
Q1 | $1.33M | Sell |
15,308
-6,678
| -30% | -$640K | 0.03% | 223 |
|
|
2025
Q4 | $2.11M | Buy |
21,986
+132
| +0.6% | +$12.8K | 0.05% | 169 |
|
|
2025
Q3 | $2.08M | Buy |
21,854
+1,018
| +5% | +$93.6K | 0.05% | 168 |
|
|
2025
Q2 | $1.81M | Buy |
20,836
+2,681
| +15% | +$227K | 0.04% | 189 |
|
|
2025
Q1 | $1.63M | Sell |
18,155
-187
| -1% | -$16.7K | 0.05% | 185 |
|
|
2024
Q4 | $1.47M | Buy |
18,342
+544
| +3% | +$47.1K | 0.04% | 188 |
|
|
2024
Q3 | $1.6M | Sell |
17,798
-1,144
| -6% | -$96.2K | 0.05% | 188 |
|
|
2024
Q2 | $1.49M | Sell |
18,942
-4,117
| -18% | -$338K | 0.05% | 183 |
|
|
2024
Q1 | $1.86M | Buy |
23,059
+1,976
| +9% | +$169K | 0.07% | 155 |
|
|
2023
Q4 | $1.74M | Sell |
21,083
-2,521
| -11% | -$192K | 0.07% | 145 |
|
|
2023
Q3 | $1.85M | Buy |
23,604
+1,278
| +6% | +$107K | 0.08% | 133 |
|
|
2023
Q2 | $1.97M | Buy |
22,326
+530
| +2% | +$45.6K | 0.09% | 127 |
|
|
2023
Q1 | $1.76M | Buy |
21,796
+7,290
| +50% | +$594K | 0.08% | 141 |
|
|
2022
Q4 | $1.13M | Sell |
14,506
-5,912
| -29% | -$479K | 0.06% | 174 |
|
|
2022
Q3 | $1.65M | Buy |
20,418
+5,012
| +33% | +$450K | 0.11% | 118 |
|
|
2022
Q2 | $1.38M | Sell |
15,406
-7,949
| -34% | -$805K | 0.09% | 133 |
|
|
2022
Q1 | $2.59M | Buy |
23,355
+2,924
| +14% | +$309K | 0.13% | 98 |
|
|
2021
Q4 | $2.11M | Buy |
20,431
+842
| +4% | +$97.5K | 0.11% | 103 |
|
|
2021
Q3 | $2.46M | Buy |
19,589
+4,030
| +26% | +$522K | 0.14% | 100 |
|
|
2021
Q2 | $1.93M | Buy |
15,559
+1,195
| +8% | +$150K | 0.12% | 114 |
|
|
2021
Q1 | $1.7M | Sell |
14,364
-262
| -2% | -$30.7K | 0.08% | 133 |
|
|
2020
Q4 | $1.71M | Buy |
14,626
+147
| +1% | +$16.2K | 0.09% | 117 |
|
|
2020
Q3 | $1.5M | Sell |
14,479
-2,678
| -16% | -$269K | 0.13% | 103 |
|
|
2020
Q2 | $1.57M | Buy |
17,157
+2,763
| +19% | +$265K | 0.14% | 96 |
|
|
2020
Q1 | $1.45M | Buy |
14,394
+2,542
| +21% | +$270K | 0.15% | 93 |
|
|
2019
Q4 | $1.34M | Buy |
11,852
+3,299
| +39% | +$362K | 0.13% | 107 |
|
|
2019
Q3 | $929K | Sell |
8,553
-382
| -4% | -$39.9K | 0.1% | 131 |
|
|
2019
Q2 | $870K | Sell |
8,935
-781
| -8% | -$71.3K | 0.1% | 133 |
|
|
2019
Q1 | $885K | Sell |
9,716
-216
| -2% | -$19.3K | 0.11% | 136 |
|
|
2018
Q4 | $903K | Sell |
9,932
-78
| -0.8% | -$7.29K | 0.13% | 120 |
|
|
2018
Q3 | $900K | Buy |
10,010
+1,229
| +14% | +$114K | 0.12% | 129 |
|
|
2018
Q2 | $797K | Sell |
8,781
-488
| -5% | -$40.8K | 0.11% | 130 |
|
|
2018
Q1 | $744K | Buy |
9,269
+2,883
| +45% | +$238K | 0.12% | 121 |
|
|
2017
Q4 | $516K | Buy |
6,386
+1,827
| +40% | +$146K | 0.08% | 145 |
|
|
2017
Q3 | $355K | Buy |
+4,559
| New | +$379K | 0.08% | 156 |
|
Other funds holding MDT
Valeo Financial Advisors's MDT Position: Q2 2026 in Review
Valeo Financial Advisors increased its Medtronic (MDT) stake by 8.2% in Q2 2026, buying an estimated $101K and bringing the position to 16,563 shares worth $1.3M. The position accounts for 0.03% of the portfolio, ranked #261.
Valeo Financial Advisors first reported a position in MDT in Q3 2017 and has held it in 36 quarters since. The position peaked at $2.59M in Q1 2022. 2,125 funds tracked by Wall St. Rank hold MDT as of Q2 2026.
- Valeo Financial Advisors held 16,563 shares of Medtronic worth $1.3M as of Q2 2026.
- Valeo Financial Advisors bought 1,255 Medtronic shares in Q2 2026, an estimated $101K.
- Medtronic made up 0.03% of Valeo Financial Advisors's portfolio in Q2 2026, its #261 holding.
- Valeo Financial Advisors first reported a position in Medtronic in Q3 2017 and has held it in 36 quarters since.
- Valeo Financial Advisors's Medtronic position peaked at $2.59M in Q1 2022.
- 2,125 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.
Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.