Facet Wealth Inc’s Medtronic MDT Stock Holding History

Facet Wealth Inc’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	$223K	Buy	2,574 +453	+21%	+$43.4K	﹤0.01%	321
2025 Q4	$214K	Buy	+2,121	New	+$206K	﹤0.01%	287

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

Facet Wealth Inc's MDT Position: Q1 2026 in Review

Facet Wealth Inc increased its Medtronic (MDT) stake by 21% in Q1 2026, buying an estimated $43.4K and bringing the position to 2,574 shares worth $223K. The position accounts for ﹤0.01% of the portfolio, ranked #321.

Facet Wealth Inc 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.

Facet Wealth Inc held 2,574 shares of Medtronic worth $223K as of Q1 2026.
Facet Wealth Inc bought 453 Medtronic shares in Q1 2026, an estimated $43.4K.
Medtronic made up ﹤0.01% of Facet Wealth Inc's portfolio in Q1 2026, its #321 holding.
Facet Wealth Inc 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 Facet Wealth Inc's 13F filing for Q1 2026, filed 7 May 2026.