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 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 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

Fiduciary Alliance's MDT Position: Q1 2026 in Review

Fiduciary Alliance increased its Medtronic (MDT) stake by 3% in Q1 2026, buying an estimated $21.4K and bringing the position to 7,638 shares worth $665K. The position accounts for 0.04% of the portfolio, ranked #326.

Fiduciary Alliance first reported a position in MDT in Q4 2022 and has held it in 8 quarters since. The position peaked at $729K in Q3 2025. 2,229 funds tracked by Wall St. Rank hold MDT as of Q1 2026.

Fiduciary Alliance held 7,638 shares of Medtronic worth $665K as of Q1 2026.
Fiduciary Alliance bought 223 Medtronic shares in Q1 2026, an estimated $21.4K.
Medtronic made up 0.04% of Fiduciary Alliance's portfolio in Q1 2026, its #326 holding.
Fiduciary Alliance first reported a position in Medtronic in Q4 2022 and has held it in 8 quarters since.
Fiduciary Alliance's Medtronic position peaked at $729K in Q3 2025.
2,229 funds tracked by Wall St. Rank held Medtronic as of Q1 2026.

Based on Fiduciary Alliance's 13F filing for Q1 2026, filed 20 Apr 2026.