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 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%	+$9.71K	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

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

First Affirmative Financial Network's MDT Position: Q1 2026 in Review

First Affirmative Financial Network opened a new position in Medtronic (MDT) in Q1 2026: 4,844 shares worth $420K. The stake represents 0.16% of the portfolio and ranks #159 among its holdings. This is a return to the name: First Affirmative Financial Network previously reported a position in MDT as recently as Q3 2025.

First Affirmative Financial Network first reported a position in MDT in Q3 2021 and has held it in 18 quarters since. The position peaked at $650K in Q1 2024. 2,229 funds tracked by Wall St. Rank hold MDT as of Q1 2026.

First Affirmative Financial Network held 4,844 shares of Medtronic worth $420K as of Q1 2026.
Medtronic was a new First Affirmative Financial Network position in Q1 2026.
Medtronic made up 0.16% of First Affirmative Financial Network's portfolio in Q1 2026, its #159 holding.
First Affirmative Financial Network first reported a position in Medtronic in Q3 2021 and has held it in 18 quarters since.
First Affirmative Financial Network's Medtronic position peaked at $650K in Q1 2024.
2,229 funds tracked by Wall St. Rank held Medtronic as of Q1 2026.

Based on First Affirmative Financial Network's 13F filing for Q1 2026, filed 8 May 2026.