Financial Engines Advisors’s Medtronic MDT Stock Holding History

Financial Engines 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	$218K	Sell	2,513 -215	-8%	-$20.6K	﹤0.01%	509
2025 Q4	$262K	Sell	2,728 -200	-7%	-$19.4K	﹤0.01%	488
2025 Q3	$279K	Buy	2,928 +479	+20%	+$44K	﹤0.01%	480
2025 Q2	$213K	Buy	+2,449	New	+$208K	﹤0.01%	497
2024 Q1	–	Sell	-3,126	Closed	-$259K	–	346
2023 Q4	$259K	Buy	+3,126	New	+$238K	﹤0.01%	283
2020 Q4	–	Sell	-2,022	Closed	-$211K	–	262
2020 Q3	$211K	Buy	+2,022	New	+$203K	﹤0.01%	226
2018 Q1	–	Sell	-9	Closed	-$1K	–	189
2017 Q4	$1K	Buy	+9	New	+$721	﹤0.01%	190
2017 Q2	–	Sell	-23	Closed	-$2K	–	106
2017 Q1	$2K	Sell	23 -77	-77%	-$6.01K	﹤0.01%	93
2016 Q4	$7K	Buy	+100	New	+$7.86K	﹤0.01%	68

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

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

Financial Engines Advisors reduced its Medtronic (MDT) stake by 7.9% in Q1 2026, selling an estimated $20.6K and leaving 2,513 shares worth $218K. The position accounts for ﹤0.01% of the portfolio, ranked #509.

Financial Engines Advisors first reported a position in MDT in Q4 2016 and has held it in 9 quarters since. The position peaked at $279K in Q3 2025. 2,229 funds tracked by Wall St. Rank hold MDT as of Q1 2026.

Financial Engines Advisors held 2,513 shares of Medtronic worth $218K as of Q1 2026.
Financial Engines Advisors sold 215 Medtronic shares in Q1 2026, an estimated $20.6K.
Medtronic made up ﹤0.01% of Financial Engines Advisors's portfolio in Q1 2026, its #509 holding.
Financial Engines Advisors first reported a position in Medtronic in Q4 2016 and has held it in 9 quarters since.
Financial Engines Advisors's Medtronic position peaked at $279K in Q3 2025.
2,229 funds tracked by Wall St. Rank held Medtronic as of Q1 2026.

Based on Financial Engines Advisors's 13F filing for Q1 2026, filed 14 May 2026.