Waverly 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 | $9.21M | Buy |
106,239
+1,714
| +2% | +$164K | 0.07% | 277 |
|
|
2025
Q4 | $10M | Buy |
104,525
+50,207
| +92% | +$4.88M | 0.08% | 236 |
|
|
2025
Q3 | $5.17M | Sell |
54,318
-24,691
| -31% | -$2.27M | 0.05% | 317 |
|
|
2025
Q2 | $6.89M | Sell |
79,009
-191
| -0.2% | -$16.2K | 0.08% | 243 |
|
|
2025
Q1 | $7.12M | Buy |
79,200
+52,781
| +200% | +$4.72M | 0.09% | 227 |
|
|
2024
Q4 | $2.11M | Buy |
26,419
+16,491
| +166% | +$1.43M | 0.03% | 377 |
|
|
2024
Q3 | $894K | Buy |
9,928
+1,498
| +18% | +$126K | 0.02% | 463 |
|
|
2024
Q2 | $664K | Buy |
8,430
+2,338
| +38% | +$192K | 0.01% | 514 |
|
|
2024
Q1 | $531K | Buy |
6,092
+784
| +15% | +$66.9K | 0.01% | 468 |
|
|
2023
Q4 | $437K | Buy |
5,308
+2,034
| +62% | +$155K | 0.02% | 315 |
|
|
2023
Q3 | $257K | Buy |
+3,274
| New | +$274K | 0.01% | 350 |
|
|
2022
Q2 | – | Sell |
-1,859
| Closed | -$207K | – | 218 |
|
|
2022
Q1 | $207K | Sell |
1,859
-124
| -6% | -$13.1K | 0.02% | 194 |
|
|
2021
Q4 | $204K | Sell |
1,983
-187
| -9% | -$21.7K | 0.02% | 192 |
|
|
2021
Q3 | $259K | Buy |
2,170
+583
| +37% | +$75.5K | 0.02% | 184 |
|
|
2021
Q2 | $204K | Sell |
1,587
-642
| -29% | -$80.6K | 0.02% | 187 |
|
|
2021
Q1 | $282K | Buy |
+2,229
| New | +$261K | 0.03% | 142 |
|
|
2018
Q4 | – | Sell |
-4,848
| Closed | -$477K | – | 173 |
|
|
2018
Q3 | $477K | Buy |
4,848
+633
| +15% | +$58.5K | 0.07% | 123 |
|
|
2018
Q2 | $361K | Buy |
4,215
+3
| +0.1% | +$251 | 0.06% | 136 |
|
|
2018
Q1 | $338K | Sell |
4,212
-6,656
| -61% | -$549K | 0.05% | 140 |
|
|
2017
Q4 | $878K | Sell |
10,868
-310
| -3% | -$24.8K | 0.13% | 105 |
|
|
2017
Q3 | $869K | Buy |
11,178
+63
| +0.6% | +$5.23K | 0.19% | 97 |
|
|
2017
Q2 | $986K | Buy |
11,115
+781
| +8% | +$65.9K | 0.25% | 75 |
|
|
2017
Q1 | $833K | Buy |
10,334
+4,298
| +71% | +$336K | 0.22% | 82 |
|
|
2016
Q4 | $430K | Buy |
6,036
+696
| +13% | +$54.7K | 0.16% | 61 |
|
|
2016
Q3 | $461K | Buy |
5,340
+1,450
| +37% | +$126K | 0.19% | 51 |
|
|
2016
Q2 | $338K | Sell |
3,890
-100
| -3% | -$8.09K | 0.15% | 57 |
|
|
2016
Q1 | $299K | Sell |
3,990
-360
| -8% | -$27.1K | 0.18% | 57 |
|
|
2015
Q4 | $335K | Buy |
4,350
+3,978
| +1,069% | +$299K | 0.15% | 80 |
|
|
2015
Q3 | $25K | Buy |
+372
| New | +$27.4K | 0.02% | 227 |
|
|
2014
Q4 | – | Sell |
-99
| Closed | -$6K | – | 568 |
|
|
2014
Q3 | $6K | Hold |
99
| – | – | ﹤0.01% | 590 |
|
|
2014
Q2 | $6K | Hold |
99
| – | – | ﹤0.01% | 553 |
|
|
2014
Q1 | $6K | Sell |
99
-2,837
| -97% | -$165K | ﹤0.01% | 516 |
|
|
2013
Q4 | $168K | Buy |
2,936
+220
| +8% | +$12.5K | 0.06% | 162 |
|
|
2013
Q3 | $145K | Buy |
+2,716
| New | +$146K | 0.07% | 121 |
|
Other funds holding MDT
VCM
VPM
Waverly Advisors's MDT Position: Q1 2026 in Review
Waverly Advisors increased its Medtronic (MDT) stake by 1.6% in Q1 2026, buying an estimated $164K and bringing the position to 106,239 shares worth $9.21M. The position accounts for 0.07% of the portfolio, ranked #277.
Waverly Advisors first reported a position in MDT in Q3 2013 and has held it in 34 quarters since. The position peaked at $10M in Q4 2025. 2,229 funds tracked by Wall St. Rank hold MDT as of Q1 2026.
- Waverly Advisors held 106,239 shares of Medtronic worth $9.21M as of Q1 2026.
- Waverly Advisors bought 1,714 Medtronic shares in Q1 2026, an estimated $164K.
- Medtronic made up 0.07% of Waverly Advisors's portfolio in Q1 2026, its #277 holding.
- Waverly Advisors first reported a position in Medtronic in Q3 2013 and has held it in 34 quarters since.
- Waverly Advisors's Medtronic position peaked at $10M in Q4 2025.
- 2,229 funds tracked by Wall St. Rank held Medtronic as of Q1 2026.
Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.