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Fi3 Financial Advisors’s Medtronic MDT Stock Holding History

Fi3 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 		$285K Sell
3,254
-2,071
-39% -$198K 0.08% 146
2025
Q4 		$515K Sell
5,325
-824
-13% -$80K 0.16% 68
2025
Q3 		$590K Buy
6,149
+99
+2% +$9.1K 0.2% 48
2025
Q2 		$532K Buy
6,050
+70
+1% +$5.94K 0.19% 46
2025
Q1 		$537K Sell
5,980
-1,211
-17% -$108K 0.22% 46
2024
Q4 		$580K Sell
7,191
-119
-2% -$10.3K 0.22% 45
2024
Q3 		$658K Buy
7,310
+41
+0.6% +$3.45K 0.26% 35
2024
Q2 		$572K Sell
7,269
-201
-3% -$16.5K 0.25% 35
2024
Q1 		$610K Buy
7,470
+551
+8% +$47K 0.28% 32
2023
Q4 		$570K Sell
6,919
-69
-1% -$5.26K 0.27% 33
2023
Q3 		$548K Buy
6,988
+51
+0.7% +$4.27K 0.29% 32
2023
Q2 		$611K Buy
6,937
+80
+1% +$6.89K 0.32% 33
2023
Q1 		$553K Buy
6,857
+2,600
+61% +$212K 0.29% 35
2022
Q4 		$331K Sell
4,257
-1,256
-23% -$102K 0.19% 45
2022
Q3 		$445K Buy
5,513
+93
+2% +$8.36K 0.41% 27
2022
Q2 		$476K Buy
5,420
+171
+3% +$17.3K 0.39% 29
2022
Q1 		$582K Buy
5,249
+205
+4% +$21.7K 0.45% 22
2021
Q4 		$522K Buy
+5,044
New +$584K 0.34% 25
2021
Q2 		– Sell
-2,200
Closed -$260K – 48
2021
Q1 		$260K Buy
+2,200
New +$258K 0.22% 37

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

Fi3 Financial Advisors's MDT Position: Q1 2026 in Review

Fi3 Financial Advisors reduced its Medtronic (MDT) stake by 39% in Q1 2026, selling an estimated $198K and leaving 3,254 shares worth $285K. The position accounts for 0.08% of the portfolio, ranked #146.

Fi3 Financial Advisors first reported a position in MDT in Q1 2021 and has held it in 19 quarters since. The position peaked at $658K in Q3 2024. 2,231 funds tracked by Wall St. Rank hold MDT as of Q1 2026.

  • Fi3 Financial Advisors held 3,254 shares of Medtronic worth $285K as of Q1 2026.
  • Fi3 Financial Advisors sold 2,071 Medtronic shares in Q1 2026, an estimated $198K.
  • Medtronic made up 0.08% of Fi3 Financial Advisors's portfolio in Q1 2026, its #146 holding.
  • Fi3 Financial Advisors first reported a position in Medtronic in Q1 2021 and has held it in 19 quarters since.
  • Fi3 Financial Advisors's Medtronic position peaked at $658K in Q3 2024.
  • 2,231 funds tracked by Wall St. Rank held Medtronic as of Q1 2026.

Based on Fi3 Financial Advisors's 13F filing for Q1 2026, filed 7 May 2026.