First Affirmative Financial Network
MDT icon

First Affirmative Financial Network’s Medtronic MDT Stock Holding History

First Affirmative Financial Network’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
Q3 		$388K Buy
+4,495
New +$396K 0.09% 243
2026
Q1 		$420K Buy
+4,844
New +$464K 0.16% 159
2025
Q3 		$471K Buy
4,944
+365
+8% +$33.6K 0.22% 114
2025
Q2 		$399K Sell
4,579
-88
-2% -$7.46K 0.21% 133
2025
Q1 		$419K Sell
4,667
-499
-10% -$44.7K 0.26% 111
2024
Q4 		$413K Sell
5,166
-589
-10% -$51K 0.24% 114
2024
Q3 		$518K Sell
5,755
-691
-11% -$58.1K 0.28% 89
2024
Q2 		$507K Sell
6,446
-1,014
-14% -$83.1K 0.35% 76
2024
Q1 		$650K Buy
7,460
+253
+4% +$21.6K 0.48% 42
2023
Q4 		$594K Buy
7,207
+470
+7% +$35.8K 0.47% 46
2023
Q3 		$528K Buy
6,737
+674
+11% +$56.4K 0.52% 45
2023
Q2 		$534K Buy
6,063
+487
+9% +$41.9K 0.53% 45
2023
Q1 		$450K Buy
5,576
+544
+11% +$44.3K 0.52% 52
2022
Q4 		$391K Sell
5,032
-221
-4% -$17.9K 0.47% 60
2022
Q3 		$424K Buy
5,253
+108
+2% +$9.7K 0.54% 44
2022
Q2 		$462K Sell
5,145
-433
-8% -$43.9K 0.53% 45
2022
Q1 		$619K Buy
5,578
+517
+10% +$54.6K 0.59% 37
2021
Q4 		$524K Buy
5,061
+150
+3% +$17.4K 0.48% 51
2021
Q3 		$616K Buy
+4,911
New +$636K 0.63% 36

Other funds holding MDT

Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Saratoga Research & Investment Management
Saratoga Research & Investment Management Saratoga, California $1.82B AUM 11.8% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Miller Howard Investments
Miller Howard Investments Kingston, New York $3.72B AUM 18.2% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return

First Affirmative Financial Network's MDT Position: Q3 2026 in Review

First Affirmative Financial Network opened a new position in Medtronic (MDT) in Q3 2026: 4,495 shares worth $388K. The stake represents 0.09% of the portfolio and ranks #243 among its holdings. This is a return to the name: First Affirmative Financial Network previously reported a position in MDT as recently as Q1 2026.

First Affirmative Financial Network first reported a position in MDT in Q3 2021 and has held it in 19 quarters since. The position peaked at $650K in Q1 2024. 697 funds tracked by Wall St. Rank hold MDT as of Q3 2026.

  • First Affirmative Financial Network held 4,495 shares of Medtronic worth $388K as of Q3 2026.
  • Medtronic was a new First Affirmative Financial Network position in Q3 2026.
  • Medtronic made up 0.09% of First Affirmative Financial Network's portfolio in Q3 2026, its #243 holding.
  • First Affirmative Financial Network first reported a position in Medtronic in Q3 2021 and has held it in 19 quarters since.
  • First Affirmative Financial Network's Medtronic position peaked at $650K in Q1 2024.
  • 697 funds tracked by Wall St. Rank held Medtronic as of Q3 2026.

Based on First Affirmative Financial Network's 13F filing for Q3 2026, filed 21 Oct 2026.