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Valmark Advisers’s Medtronic MDT Stock Holding History

Valmark Advisers’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
Q2 		$441K Sell
5,637
-26
-0.5% -$2.1K ﹤0.01% 528
2026
Q1 		$491K Buy
5,663
+965
+21% +$92.4K 0.01% 470
2025
Q4 		$451K Sell
4,698
-1,706
-27% -$166K 0.01% 464
2025
Q3 		$610K Sell
6,404
-134
-2% -$12.3K 0.01% 403
2025
Q2 		$570K Sell
6,538
-58
-0.9% -$4.92K 0.01% 424
2025
Q1 		$593K Sell
6,596
-1,573
-19% -$141K 0.01% 394
2024
Q4 		$653K Sell
8,169
-1,228
-13% -$106K 0.01% 380
2024
Q3 		$846K Sell
9,397
-77
-0.8% -$6.48K 0.01% 332
2024
Q2 		$746K Buy
9,474
+718
+8% +$58.9K 0.01% 329
2024
Q1 		$763K Sell
8,756
-26
-0.3% -$2.22K 0.01% 311
2023
Q4 		$723K Sell
8,782
-833
-9% -$63.5K 0.01% 301
2023
Q3 		$753K Buy
9,615
+461
+5% +$38.6K 0.02% 266
2023
Q2 		$806K Sell
9,154
-413
-4% -$35.6K 0.02% 257
2023
Q1 		$771K Sell
9,567
-461
-5% -$37.6K 0.02% 251
2022
Q4 		$779K Buy
10,028
+114
+1% +$9.24K 0.02% 241
2022
Q3 		$801K Sell
9,914
-82
-0.8% -$7.37K 0.02% 213
2022
Q2 		$897K Sell
9,996
-302
-3% -$30.6K 0.02% 204
2022
Q1 		$1.14M Buy
10,298
+187
+2% +$19.8K 0.02% 190
2021
Q4 		$1.05M Sell
10,111
-8
-0.1% -$926 0.02% 190
2021
Q3 		$1.27M Buy
10,119
+45
+0.4% +$5.82K 0.02% 157
2021
Q2 		$1.25M Buy
10,074
+596
+6% +$74.8K 0.02% 160
2021
Q1 		$1.12M Buy
9,478
+608
+7% +$71.3K 0.02% 170
2020
Q4 		$1.04M Buy
+8,870
New +$976K 0.02% 163

Other funds holding MDT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Valmark Advisers's MDT Position: Q2 2026 in Review

Valmark Advisers reduced its Medtronic (MDT) stake by 0.46% in Q2 2026, selling an estimated $2.1K and leaving 5,637 shares worth $441K. The position accounts for ﹤0.01% of the portfolio, ranked #528.

Valmark Advisers first reported a position in MDT in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.27M in Q3 2021. 2,128 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • Valmark Advisers held 5,637 shares of Medtronic worth $441K as of Q2 2026.
  • Valmark Advisers sold 26 Medtronic shares in Q2 2026, an estimated $2.1K.
  • Medtronic made up ﹤0.01% of Valmark Advisers's portfolio in Q2 2026, its #528 holding.
  • Valmark Advisers first reported a position in Medtronic in Q4 2020 and has held it in 23 quarters since.
  • Valmark Advisers's Medtronic position peaked at $1.27M in Q3 2021.
  • 2,128 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Valmark Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.