Diversify Advisory Services’s Medtronic MDT Stock Holding History

Diversify Advisory Services’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	$271K	Sell	3,421 -31,369	-90%	-$3.01M	0.04%	175
2025 Q4	$3.37M	Buy	34,790 +2,726	+9%	+$265K	0.11%	144
2025 Q3	$2.89M	Buy	32,064 +182	+0.6%	+$16.7K	0.1%	159
2025 Q2	$2.94M	Buy	31,882 +5,384	+20%	+$457K	0.11%	134
2025 Q1	$2.24M	Sell	26,498 -6,216	-19%	-$556K	0.14%	112
2024 Q4	$2.64M	Sell	32,714 -11,272	-26%	-$976K	0.15%	106
2024 Q3	$4.01M	Sell	43,986 -3,464	-7%	-$291K	0.22%	86
2024 Q2	$3.65M	Sell	47,450 -13,660	-22%	-$1.12M	0.2%	93
2024 Q1	$5.32M	Buy	+61,110	New	+$5.22M	0.31%	66

Other funds holding MDT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Diversify Advisory Services's MDT Position: Q1 2026 in Review

Diversify Advisory Services reduced its Medtronic (MDT) stake by 90% in Q1 2026, selling an estimated $3.01M and leaving 3,421 shares worth $271K. The position accounts for 0.04% of the portfolio, ranked #175.

Diversify Advisory Services first reported a position in MDT in Q1 2024 and has held it in 9 quarters since. The position peaked at $5.32M in Q1 2024. 2,229 funds tracked by Wall St. Rank hold MDT as of Q1 2026.

Diversify Advisory Services held 3,421 shares of Medtronic worth $271K as of Q1 2026.
Diversify Advisory Services sold 31,369 Medtronic shares in Q1 2026, an estimated $3.01M.
Medtronic made up 0.04% of Diversify Advisory Services's portfolio in Q1 2026, its #175 holding.
Diversify Advisory Services first reported a position in Medtronic in Q1 2024 and has held it in 9 quarters since.
Diversify Advisory Services's Medtronic position peaked at $5.32M in Q1 2024.
2,229 funds tracked by Wall St. Rank held Medtronic as of Q1 2026.

Based on Diversify Advisory Services's 13F filing for Q1 2026, filed 4 May 2026.