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Fiduciary Alliance’s Medtronic MDT Stock Holding History

Fiduciary Alliance’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 		$572K Sell
7,309
-329
-4% -$26.5K 0.04% 343
2026
Q1 		$665K Buy
7,638
+223
+3% +$21.4K 0.04% 326
2025
Q4 		$712K Sell
7,415
-240
-3% -$23.3K 0.05% 289
2025
Q3 		$729K Sell
7,655
-466
-6% -$42.8K 0.05% 277
2025
Q2 		$708K Buy
8,121
+2,068
+34% +$175K 0.05% 272
2025
Q1 		$544K Buy
6,053
+169
+3% +$15.1K 0.05% 241
2024
Q4 		$470K Buy
+5,884
New +$509K 0.05% 244
2023
Q3 		– Sell
-394
Closed -$34.7K – 627
2023
Q2 		$34.7K Buy
+394
New +$33.9K 0.01% 360
2023
Q1 		– Sell
-177
Closed -$13.8K – 560
2022
Q4 		$13.8K Buy
+177
New +$14.3K ﹤0.01% 354

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

Fiduciary Alliance's MDT Position: Q2 2026 in Review

Fiduciary Alliance reduced its Medtronic (MDT) stake by 4.3% in Q2 2026, selling an estimated $26.5K and leaving 7,309 shares worth $572K. The position accounts for 0.04% of the portfolio, ranked #343.

Fiduciary Alliance first reported a position in MDT in Q4 2022 and has held it in 9 quarters since. The position peaked at $729K in Q3 2025. 2,134 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • Fiduciary Alliance held 7,309 shares of Medtronic worth $572K as of Q2 2026.
  • Fiduciary Alliance sold 329 Medtronic shares in Q2 2026, an estimated $26.5K.
  • Medtronic made up 0.04% of Fiduciary Alliance's portfolio in Q2 2026, its #343 holding.
  • Fiduciary Alliance first reported a position in Medtronic in Q4 2022 and has held it in 9 quarters since.
  • Fiduciary Alliance's Medtronic position peaked at $729K in Q3 2025.
  • 2,134 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Fiduciary Alliance's 13F filing for Q2 2026, filed 20 Jul 2026.