DFA
MDT icon

Delta Financial Advisors’s Medtronic MDT Stock Holding History

Delta Financial 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 		$799K Buy
9,225
+6,260
+211% +$600K 0.21% 102
2025
Q4 		$285K Buy
+2,965
New +$288K 0.07% 134

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

Delta Financial Advisors's MDT Position: Q1 2026 in Review

Delta Financial Advisors increased its Medtronic (MDT) stake by 211% in Q1 2026, buying an estimated $600K and bringing the position to 9,225 shares worth $799K. The position accounts for 0.21% of the portfolio, ranked #102.

Delta Financial Advisors first reported a position in MDT in Q4 2025 and has held it in 2 quarters since. 2,229 funds tracked by Wall St. Rank hold MDT as of Q1 2026.

  • Delta Financial Advisors held 9,225 shares of Medtronic worth $799K as of Q1 2026.
  • Delta Financial Advisors bought 6,260 Medtronic shares in Q1 2026, an estimated $600K.
  • Medtronic made up 0.21% of Delta Financial Advisors's portfolio in Q1 2026, its #102 holding.
  • Delta Financial Advisors first reported a position in Medtronic in Q4 2025 and has held it in 2 quarters since.
  • 2,229 funds tracked by Wall St. Rank held Medtronic as of Q1 2026.

Based on Delta Financial Advisors's 13F filing for Q1 2026, filed 5 May 2026.