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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
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
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

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

DHJJ Financial Advisors held its Medtronic (MDT) position steady in Q1 2026 at 17 shares worth $1.47K. The position accounts for ﹤0.01% of the portfolio, ranked #773.

DHJJ Financial Advisors first reported a position in MDT in Q3 2023 and has held it in 10 quarters since. The position peaked at $19.4K in Q3 2024. 2,229 funds tracked by Wall St. Rank hold MDT as of Q1 2026.

  • DHJJ Financial Advisors held 17 shares of Medtronic worth $1.47K as of Q1 2026.
  • DHJJ Financial Advisors left its Medtronic share count unchanged in Q1 2026.
  • Medtronic made up ﹤0.01% of DHJJ Financial Advisors's portfolio in Q1 2026, its #773 holding.
  • DHJJ Financial Advisors first reported a position in Medtronic in Q3 2023 and has held it in 10 quarters since.
  • DHJJ Financial Advisors's Medtronic position peaked at $19.4K in Q3 2024.
  • 2,229 funds tracked by Wall St. Rank held Medtronic as of Q1 2026.

Based on DHJJ Financial Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.