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MFA Wealth Services’s Medtronic MDT Stock Holding History

MFA Wealth Services’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 		– Sell
-2,249
Closed -$216K – 123
2025
Q4 		$216K Sell
2,249
-2,280
-50% -$221K 0.15% 112
2025
Q3 		$431K Buy
4,529
+132
+3% +$12.1K 0.3% 78
2025
Q2 		$383K Buy
4,397
+53
+1% +$4.5K 0.29% 79
2025
Q1 		$390K Sell
4,344
-169
-4% -$15.1K 0.32% 76
2024
Q4 		$360K Buy
+4,513
New +$391K 0.29% 78

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

MFA Wealth Services's MDT Position: Q1 2026 in Review

MFA Wealth Services sold out of Medtronic (MDT) in Q1 2026, closing a stake of 2,249 shares — an estimated $216K sold.

MFA Wealth Services first reported a position in MDT in Q4 2024 and held it in 5 quarters. The position peaked at $431K in Q3 2025. 2,229 funds tracked by Wall St. Rank hold MDT as of Q1 2026.

  • MFA Wealth Services reported no remaining Medtronic position as of Q1 2026 after selling out during the quarter.
  • MFA Wealth Services sold 2,249 Medtronic shares in Q1 2026, an estimated $216K.
  • MFA Wealth Services first reported a position in Medtronic in Q4 2024 and held it in 5 quarters.
  • MFA Wealth Services's Medtronic position peaked at $431K in Q3 2025.
  • 2,229 funds tracked by Wall St. Rank held Medtronic as of Q1 2026.

Based on MFA Wealth Services's 13F filing for Q1 2026, filed 22 Apr 2026.