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Affinity Investment Advisors’s Medtronic MDT Stock Holding History

Affinity Investment 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 		$246K Hold
2,842
– – 0.15% 129
2025
Q4 		$273K Hold
2,842
– – 0.18% 121
2025
Q3 		$271K Buy
+2,842
New +$261K 0.18% 115
2020
Q3 		– Sell
-12,230
Closed -$1.12M – 156
2020
Q2 		$1.12M Sell
12,230
-19,722
-62% -$1.89M 0.53% 58
2020
Q1 		$2.88M Buy
+31,952
New +$3.4M 1.47% 25

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

Affinity Investment Advisors's MDT Position: Q1 2026 in Review

Affinity Investment Advisors held its Medtronic (MDT) position steady in Q1 2026 at 2,842 shares worth $246K. The position accounts for 0.15% of the portfolio, ranked #129.

Affinity Investment Advisors first reported a position in MDT in Q1 2020 and has held it in 5 quarters since. The position peaked at $2.88M in Q1 2020. 2,229 funds tracked by Wall St. Rank hold MDT as of Q1 2026.

  • Affinity Investment Advisors held 2,842 shares of Medtronic worth $246K as of Q1 2026.
  • Affinity Investment Advisors left its Medtronic share count unchanged in Q1 2026.
  • Medtronic made up 0.15% of Affinity Investment Advisors's portfolio in Q1 2026, its #129 holding.
  • Affinity Investment Advisors first reported a position in Medtronic in Q1 2020 and has held it in 5 quarters since.
  • Affinity Investment Advisors's Medtronic position peaked at $2.88M in Q1 2020.
  • 2,229 funds tracked by Wall St. Rank held Medtronic as of Q1 2026.

Based on Affinity Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.