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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
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
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Foundations Investment Advisors's MDT Position: Q1 2026 in Review

Foundations Investment Advisors reduced its Medtronic (MDT) stake by 27% in Q1 2026, selling an estimated $1.06M and leaving 30,761 shares worth $2.67M. The position accounts for 0.03% of the portfolio, ranked #312.

Foundations Investment Advisors first reported a position in MDT in Q4 2020 and has held it in 22 quarters since. The position peaked at $4.86M in Q3 2025. 2,229 funds tracked by Wall St. Rank hold MDT as of Q1 2026.

  • Foundations Investment Advisors held 30,761 shares of Medtronic worth $2.67M as of Q1 2026.
  • Foundations Investment Advisors sold 11,111 Medtronic shares in Q1 2026, an estimated $1.06M.
  • Medtronic made up 0.03% of Foundations Investment Advisors's portfolio in Q1 2026, its #312 holding.
  • Foundations Investment Advisors first reported a position in Medtronic in Q4 2020 and has held it in 22 quarters since.
  • Foundations Investment Advisors's Medtronic position peaked at $4.86M in Q3 2025.
  • 2,229 funds tracked by Wall St. Rank held Medtronic as of Q1 2026.

Based on Foundations Investment Advisors's 13F filing for Q1 2026, filed 11 May 2026.