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HFM Investment Advisors’s Medtronic MDT Stock Holding History

HFM 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 		$1.3K Sell
15
-2
-12% -$192 ﹤0.01% 326
2025
Q4 		$1.63K Hold
17
– – ﹤0.01% 332
2025
Q3 		$1.62K Buy
17
+5
+42% +$460 ﹤0.01% 238
2025
Q2 		$1.05K Buy
12
+4
+50% +$339 ﹤0.01% 336
2025
Q1 		$719 Buy
+8
New +$716 ﹤0.01% 208

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

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

HFM Investment Advisors reduced its Medtronic (MDT) stake by 12% in Q1 2026, selling an estimated $192 and leaving 15 shares worth $1.3K. The position accounts for ﹤0.01% of the portfolio, ranked #326.

HFM Investment Advisors first reported a position in MDT in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.63K in Q4 2025. 2,229 funds tracked by Wall St. Rank hold MDT as of Q1 2026.

  • HFM Investment Advisors held 15 shares of Medtronic worth $1.3K as of Q1 2026.
  • HFM Investment Advisors sold 2 Medtronic shares in Q1 2026, an estimated $192.
  • Medtronic made up ﹤0.01% of HFM Investment Advisors's portfolio in Q1 2026, its #326 holding.
  • HFM Investment Advisors first reported a position in Medtronic in Q1 2025 and has held it in 5 quarters since.
  • HFM Investment Advisors's Medtronic position peaked at $1.63K in Q4 2025.
  • 2,229 funds tracked by Wall St. Rank held Medtronic as of Q1 2026.

Based on HFM Investment Advisors's 13F filing for Q1 2026, filed 1 May 2026.