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Wealth Advisors of Tampa Bay’s Medtronic MDT Stock Holding History

Wealth Advisors of Tampa Bay’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 		$4.03M Buy
46,526
+2,130
+5% +$204K 1.33% 29
2025
Q4 		$4.26M Buy
44,396
+730
+2% +$70.9K 1.47% 26
2025
Q3 		$4.16M Buy
43,666
+350
+0.8% +$32.2K 1.39% 30
2025
Q2 		$3.78M Buy
43,316
+1,458
+3% +$124K 1.42% 30
2025
Q1 		$3.76M Buy
41,858
+1,400
+3% +$125K 1.53% 30
2024
Q4 		$3.23M Sell
40,458
-643
-2% -$55.7K 1.38% 28
2024
Q3 		$3.7M Buy
41,101
+1,082
+3% +$91K 1.54% 26
2024
Q2 		$3.15M Buy
40,019
+2,675
+7% +$219K 1.47% 27
2024
Q1 		$3.25M Buy
37,344
+4,650
+14% +$397K 1.55% 28
2023
Q4 		$2.69M Sell
32,694
-31,886
-49% -$2.43M 1.35% 33
2023
Q3 		$5.06M Buy
64,580
+33,026
+105% +$2.76M 1.39% 34
2023
Q2 		$2.78M Sell
31,554
-165
-0.5% -$14.2K 1.52% 32
2023
Q1 		$2.56M Buy
31,719
+1,480
+5% +$121K 1.46% 33
2022
Q4 		$2.35M Sell
30,239
-214
-0.7% -$17.3K 1.46% 33
2022
Q3 		$2.46M Sell
30,453
-25,333
-45% -$2.28M 1.69% 28
2022
Q2 		$5.01M Buy
55,786
+685
+1% +$69.4K 1.55% 32
2022
Q1 		$6.11M Buy
55,101
+360
+0.7% +$38K 1.65% 30
2021
Q4 		$5.66M Buy
54,741
+29,267
+115% +$3.39M 1.39% 31
2021
Q3 		$3.19M Sell
25,474
-670
-3% -$86.7K 1.76% 19
2021
Q2 		$3.25M Sell
26,144
-235
-0.9% -$29.5K 1.81% 22
2021
Q1 		$3.12M Buy
26,379
+565
+2% +$66.2K 1.84% 18
2020
Q4 		$3.02M Sell
25,814
-195
-0.7% -$21.5K 2.11% 12
2020
Q3 		$2.7M Sell
26,009
-303
-1% -$30.4K 2.01% 19
2020
Q2 		$2.41M Buy
26,312
+795
+3% +$76.2K 2.01% 20
2020
Q1 		$2.3M Buy
25,517
+112
+0.4% +$11.9K 2.58% 12
2019
Q4 		$2.88M Sell
25,405
-115
-0.5% -$12.6K 2.65% 14
2019
Q3 		$2.77M Sell
25,520
-3,489
-12% -$364K 2.3% 16
2019
Q2 		$2.83M Buy
29,009
+1,920
+7% +$175K 2.05% 19
2019
Q1 		$2.47M Buy
27,089
+2,153
+9% +$193K 1.79% 24
2018
Q4 		$2.26M Buy
+24,936
New +$2.33M 1.84% 24

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 $315B AUM 27.84% 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

Wealth Advisors of Tampa Bay's MDT Position: Q1 2026 in Review

Wealth Advisors of Tampa Bay increased its Medtronic (MDT) stake by 4.8% in Q1 2026, buying an estimated $204K and bringing the position to 46,526 shares worth $4.03M. The position accounts for 1.33% of the portfolio, ranked #29.

Wealth Advisors of Tampa Bay first reported a position in MDT in Q4 2018 and has held it in 30 quarters since. The position peaked at $6.11M in Q1 2022. 2,232 funds tracked by Wall St. Rank hold MDT as of Q1 2026.

  • Wealth Advisors of Tampa Bay held 46,526 shares of Medtronic worth $4.03M as of Q1 2026.
  • Wealth Advisors of Tampa Bay bought 2,130 Medtronic shares in Q1 2026, an estimated $204K.
  • Medtronic made up 1.33% of Wealth Advisors of Tampa Bay's portfolio in Q1 2026, its #29 holding.
  • Wealth Advisors of Tampa Bay first reported a position in Medtronic in Q4 2018 and has held it in 30 quarters since.
  • Wealth Advisors of Tampa Bay's Medtronic position peaked at $6.11M in Q1 2022.
  • 2,232 funds tracked by Wall St. Rank held Medtronic as of Q1 2026.

Based on Wealth Advisors of Tampa Bay's 13F filing for Q1 2026, filed 14 May 2026.