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Foundations Investment Advisors’s Medtronic MDT Stock Holding History

Foundations Investment 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 		$2.86M Buy
36,563
+5,802
+19% +$468K 0.03% 342
2026
Q1 		$2.67M Sell
30,761
-11,111
-27% -$1.06M 0.03% 312
2025
Q4 		$4.02M Sell
41,872
-9,198
-18% -$893K 0.05% 250
2025
Q3 		$4.86M Buy
51,070
+4,498
+10% +$413K 0.07% 217
2025
Q2 		$4.06M Buy
46,572
+30,165
+184% +$2.56M 0.06% 228
2025
Q1 		$1.47M Buy
16,407
+1,182
+8% +$106K 0.03% 335
2024
Q4 		$1.22M Buy
15,225
+944
+7% +$81.7K 0.02% 371
2024
Q3 		$1.29M Sell
14,281
-630
-4% -$53K 0.03% 326
2024
Q2 		$1.17M Buy
14,911
+717
+5% +$58.8K 0.03% 310
2024
Q1 		$1.24M Sell
14,194
-139
-1% -$11.9K 0.03% 288
2023
Q4 		$1.26M Buy
14,333
+2,416
+20% +$184K 0.03% 273
2023
Q3 		$934K Sell
11,917
-918
-7% -$76.8K 0.03% 290
2023
Q2 		$1.13M Sell
12,835
-2,796
-18% -$241K 0.04% 250
2023
Q1 		$1.26M Buy
15,631
+2,170
+16% +$177K 0.05% 208
2022
Q4 		$1.05M Buy
13,461
+4,005
+42% +$325K 0.04% 197
2022
Q3 		$764K Buy
9,456
+85
+0.9% +$7.64K 0.03% 196
2022
Q2 		$840K Buy
9,371
+2,057
+28% +$208K 0.04% 171
2022
Q1 		$797K Buy
7,314
+163
+2% +$17.2K 0.03% 144
2021
Q4 		$779K Buy
7,151
+2,615
+58% +$303K 0.03% 148
2021
Q3 		$571K Sell
4,536
-517
-10% -$66.9K 0.02% 161
2021
Q2 		$648K Buy
5,053
+882
+21% +$111K 0.03% 138
2021
Q1 		$503K Buy
4,171
+2,381
+133% +$279K 0.03% 136
2020
Q4 		$214K Buy
+1,790
New +$197K 0.01% 176

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 $3.38T AUM 44.17% 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

Foundations Investment Advisors's MDT Position: Q2 2026 in Review

Foundations Investment Advisors increased its Medtronic (MDT) stake by 19% in Q2 2026, buying an estimated $468K and bringing the position to 36,563 shares worth $2.86M. The position accounts for 0.03% of the portfolio, ranked #342.

Foundations Investment Advisors first reported a position in MDT in Q4 2020 and has held it in 23 quarters since. The position peaked at $4.86M in Q3 2025. 2,146 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • Foundations Investment Advisors held 36,563 shares of Medtronic worth $2.86M as of Q2 2026.
  • Foundations Investment Advisors bought 5,802 Medtronic shares in Q2 2026, an estimated $468K.
  • Medtronic made up 0.03% of Foundations Investment Advisors's portfolio in Q2 2026, its #342 holding.
  • Foundations Investment Advisors first reported a position in Medtronic in Q4 2020 and has held it in 23 quarters since.
  • Foundations Investment Advisors's Medtronic position peaked at $4.86M in Q3 2025.
  • 2,146 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

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