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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
Q2 		– Sell
-3,254
Closed -$285K – 258
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Fi3 Financial Advisors's MDT Position: Q2 2026 in Review

Fi3 Financial Advisors sold out of Medtronic (MDT) in Q2 2026, closing a stake of 3,254 shares — an estimated $285K sold.

Fi3 Financial Advisors first reported a position in MDT in Q1 2021 and held it in 19 quarters. The position peaked at $658K in Q3 2024. 2,140 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • Fi3 Financial Advisors reported no remaining Medtronic position as of Q2 2026 after selling out during the quarter.
  • Fi3 Financial Advisors sold 3,254 Medtronic shares in Q2 2026, an estimated $285K.
  • Fi3 Financial Advisors first reported a position in Medtronic in Q1 2021 and held it in 19 quarters.
  • Fi3 Financial Advisors's Medtronic position peaked at $658K in Q3 2024.
  • 2,140 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Fi3 Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.