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Financial & Tax Architects’s Medtronic MDT Stock Holding History

Financial & Tax Architects’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 		$7.16M Buy
91,508
+16,872
+23% +$1.36M 1.51% 24
2026
Q1 		$6.47M Sell
74,636
-3,651
-5% -$350K 1.44% 28
2025
Q4 		$7.52M Sell
78,287
-3,930
-5% -$382K 1.69% 20
2025
Q3 		$7.83M Buy
82,217
+3,519
+4% +$323K 1.73% 19
2025
Q2 		$6.86M Buy
78,698
+2,192
+3% +$186K 1.67% 20
2025
Q1 		$6.87M Buy
76,506
+1,284
+2% +$115K 1.73% 23
2024
Q4 		$6.01M Buy
75,222
+3,572
+5% +$309K 1.53% 27
2024
Q3 		$6.45M Sell
71,650
-488
-0.7% -$41.1K 1.66% 24
2024
Q2 		$5.68M Buy
72,138
+4,607
+7% +$378K 1.52% 28
2024
Q1 		$5.89M Buy
67,531
+638
+1% +$54.4K 1.62% 22
2023
Q4 		$5.51M Buy
66,893
+1,553
+2% +$118K 1.63% 23
2023
Q3 		$5.12M Buy
65,340
+2,195
+3% +$184K 1.59% 27
2023
Q2 		$5.56M Sell
63,145
-21
-0% -$1.81K 1.72% 16
2023
Q1 		$5.09M Buy
63,166
+1,493
+2% +$122K 1.68% 20
2022
Q4 		$4.99M Buy
61,673
+12,065
+24% +$978K 1.7% 19
2022
Q3 		$4.01M Buy
49,608
+5,910
+14% +$531K 1.5% 32
2022
Q2 		$3.92M Buy
43,698
+6,409
+17% +$649K 1.49% 29
2022
Q1 		$4.14M Buy
37,289
+6,682
+22% +$706K 1.56% 29
2021
Q4 		$3.17M Buy
30,607
+3,410
+13% +$395K 1.29% 34
2021
Q3 		$3.41M Buy
27,197
+1,257
+5% +$163K 1.55% 24
2021
Q2 		$3.22M Buy
25,940
+1,506
+6% +$189K 1.58% 25
2021
Q1 		$2.89M Buy
+24,434
New +$2.86M 1.62% 22

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

Financial & Tax Architects's MDT Position: Q2 2026 in Review

Financial & Tax Architects increased its Medtronic (MDT) stake by 23% in Q2 2026, buying an estimated $1.36M and bringing the position to 91,508 shares worth $7.16M. The position accounts for 1.51% of the portfolio, ranked #24.

Financial & Tax Architects first reported a position in MDT in Q1 2021 and has held it in 22 quarters since. The position peaked at $7.83M in Q3 2025. 2,134 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • Financial & Tax Architects held 91,508 shares of Medtronic worth $7.16M as of Q2 2026.
  • Financial & Tax Architects bought 16,872 Medtronic shares in Q2 2026, an estimated $1.36M.
  • Medtronic made up 1.51% of Financial & Tax Architects's portfolio in Q2 2026, its #24 holding.
  • Financial & Tax Architects first reported a position in Medtronic in Q1 2021 and has held it in 22 quarters since.
  • Financial & Tax Architects's Medtronic position peaked at $7.83M in Q3 2025.
  • 2,134 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Financial & Tax Architects's 13F filing for Q2 2026, filed 23 Jul 2026.