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 Q2	$497K	Buy	6,352 +3,839	+153%	+$310K	﹤0.01%	405
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%	67

Other funds holding MDT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

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

Financial Engines Advisors increased its Medtronic (MDT) stake by 153% in Q2 2026, buying an estimated $310K and bringing the position to 6,352 shares worth $497K. The position accounts for ﹤0.01% of the portfolio, ranked #405.

Financial Engines Advisors first reported a position in MDT in Q4 2016 and has held it in 10 quarters since. 2,146 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

Financial Engines Advisors held 6,352 shares of Medtronic worth $497K as of Q2 2026.
Financial Engines Advisors bought 3,839 Medtronic shares in Q2 2026, an estimated $310K.
Medtronic made up ﹤0.01% of Financial Engines Advisors's portfolio in Q2 2026, its #405 holding.
Financial Engines Advisors first reported a position in Medtronic in Q4 2016 and has held it in 10 quarters since.
2,146 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

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