Fiduciary Family Office’s Medtronic MDT Stock Holding History

Fiduciary Family Office’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	$375K	Sell	4,333 -4,069	-48%	-$390K	0.11%	134
2025 Q4	$807K	Sell	8,402 -1,482	-15%	-$144K	0.23%	78
2025 Q3	$941K	Buy	9,884 +1,110	+13%	+$102K	0.27%	75
2025 Q2	$765K	Buy	8,774 +490	+6%	+$41.6K	0.25%	82
2025 Q1	$744K	Buy	+8,284	New	+$741K	0.25%	89
2024 Q4	–	Sell	-7,463	Closed	-$672K	–	184
2024 Q3	$672K	Buy	7,463 +1,763	+31%	+$148K	0.22%	96
2024 Q2	$449K	Buy	5,700 +559	+11%	+$45.8K	0.18%	140
2024 Q1	$448K	Buy	5,141 +239	+5%	+$20.4K	0.18%	148
2023 Q4	$404K	Buy	+4,902	New	+$374K	0.18%	141

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 Family Office's MDT Position: Q1 2026 in Review

Fiduciary Family Office reduced its Medtronic (MDT) stake by 48% in Q1 2026, selling an estimated $390K and leaving 4,333 shares worth $375K. The position accounts for 0.11% of the portfolio, ranked #134.

Fiduciary Family Office first reported a position in MDT in Q4 2023 and has held it in 9 quarters since. The position peaked at $941K in Q3 2025. 2,229 funds tracked by Wall St. Rank hold MDT as of Q1 2026.

Fiduciary Family Office held 4,333 shares of Medtronic worth $375K as of Q1 2026.
Fiduciary Family Office sold 4,069 Medtronic shares in Q1 2026, an estimated $390K.
Medtronic made up 0.11% of Fiduciary Family Office's portfolio in Q1 2026, its #134 holding.
Fiduciary Family Office first reported a position in Medtronic in Q4 2023 and has held it in 9 quarters since.
Fiduciary Family Office's Medtronic position peaked at $941K in Q3 2025.
2,229 funds tracked by Wall St. Rank held Medtronic as of Q1 2026.

Based on Fiduciary Family Office's 13F filing for Q1 2026, filed 14 May 2026.