MFF
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Michels Family Financial’s Medtronic MDT Stock Holding History

Michels Family Financial’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 		$645K Buy
7,442
+103
+1% +$9.87K 0.47% 69
2025
Q4 		$705K Buy
7,339
+222
+3% +$21.6K 0.52% 61
2025
Q3 		$678K Buy
7,117
+20
+0.3% +$1.84K 0.53% 56
2025
Q2 		$619K Sell
7,097
-45
-0.6% -$3.82K 0.53% 63
2025
Q1 		$642K Buy
7,142
+77
+1% +$6.89K 0.58% 55
2024
Q4 		$564K Buy
+7,065
New +$612K 0.52% 66

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

Michels Family Financial's MDT Position: Q1 2026 in Review

Michels Family Financial increased its Medtronic (MDT) stake by 1.4% in Q1 2026, buying an estimated $9.87K and bringing the position to 7,442 shares worth $645K. The position accounts for 0.47% of the portfolio, ranked #69.

Michels Family Financial first reported a position in MDT in Q4 2024 and has held it in 6 quarters since. The position peaked at $705K in Q4 2025. 2,230 funds tracked by Wall St. Rank hold MDT as of Q1 2026.

  • Michels Family Financial held 7,442 shares of Medtronic worth $645K as of Q1 2026.
  • Michels Family Financial bought 103 Medtronic shares in Q1 2026, an estimated $9.87K.
  • Medtronic made up 0.47% of Michels Family Financial's portfolio in Q1 2026, its #69 holding.
  • Michels Family Financial first reported a position in Medtronic in Q4 2024 and has held it in 6 quarters since.
  • Michels Family Financial's Medtronic position peaked at $705K in Q4 2025.
  • 2,230 funds tracked by Wall St. Rank held Medtronic as of Q1 2026.

Based on Michels Family Financial's 13F filing for Q1 2026, filed 24 Apr 2026.