DHJJ Financial Advisors’s Medtronic MDT Stock Holding History

DHJJ 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 Q2	$1.33K	Hold	17	–	–	﹤0.01%	792
2026 Q1	$1.47K	Hold	17	–	–	﹤0.01%	773
2025 Q4	$1.63K	Hold	17	–	–	﹤0.01%	731
2025 Q3	$1.62K	Buy	+17	New	+$1.56K	﹤0.01%	707
2025 Q2	–	Sell	-215	Closed	-$19.3K	–	983
2025 Q1	$19.3K	Hold	215	–	–	0.01%	435
2024 Q4	$17.2K	Hold	215	–	–	0.01%	439
2024 Q3	$19.4K	Hold	215	–	–	0.01%	412
2024 Q2	$16.9K	Hold	215	–	–	0.01%	393
2024 Q1	$18.7K	Hold	215	–	–	0.01%	373
2023 Q4	$17.7K	Hold	215	–	–	0.01%	371
2023 Q3	$16.8K	Buy	+215	New	+$18K	0.01%	376

Other funds holding MDT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

DHJJ Financial Advisors's MDT Position: Q2 2026 in Review

DHJJ Financial Advisors held its Medtronic (MDT) position steady in Q2 2026 at 17 shares worth $1.33K. The position accounts for ﹤0.01% of the portfolio, ranked #792.

DHJJ Financial Advisors first reported a position in MDT in Q3 2023 and has held it in 11 quarters since. The position peaked at $19.4K in Q3 2024. 2,146 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

DHJJ Financial Advisors held 17 shares of Medtronic worth $1.33K as of Q2 2026.
DHJJ Financial Advisors left its Medtronic share count unchanged in Q2 2026.
Medtronic made up ﹤0.01% of DHJJ Financial Advisors's portfolio in Q2 2026, its #792 holding.
DHJJ Financial Advisors first reported a position in Medtronic in Q3 2023 and has held it in 11 quarters since.
DHJJ Financial Advisors's Medtronic position peaked at $19.4K in Q3 2024.
2,146 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on DHJJ Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.