MFG
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Mosaic Financial Group’s Medtronic MDT Stock Holding History

Mosaic Financial Group’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 		$301K Hold
3,469
– – 0.21% 101
2025
Q4 		$333K Sell
3,469
-4
-0.1% -$389 0.23% 92
2025
Q3 		$331K Hold
3,473
– – 0.24% 86
2025
Q2 		$303K Hold
3,473
– – 0.23% 91
2025
Q1 		$312K Buy
3,473
+53
+2% +$4.74K 0.25% 83
2024
Q4 		$273K Hold
3,420
– – 0.2% 95
2024
Q3 		$308K Hold
3,420
– – 0.22% 84
2024
Q2 		$269K Sell
3,420
-716
-17% -$58.7K 0.19% 94
2024
Q1 		$360K Buy
+4,136
New +$353K 0.29% 69

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

Mosaic Financial Group's MDT Position: Q1 2026 in Review

Mosaic Financial Group held its Medtronic (MDT) position steady in Q1 2026 at 3,469 shares worth $301K. The position accounts for 0.21% of the portfolio, ranked #101.

Mosaic Financial Group first reported a position in MDT in Q1 2024 and has held it in 9 quarters since. The position peaked at $360K in Q1 2024. 2,229 funds tracked by Wall St. Rank hold MDT as of Q1 2026.

  • Mosaic Financial Group held 3,469 shares of Medtronic worth $301K as of Q1 2026.
  • Mosaic Financial Group left its Medtronic share count unchanged in Q1 2026.
  • Medtronic made up 0.21% of Mosaic Financial Group's portfolio in Q1 2026, its #101 holding.
  • Mosaic Financial Group first reported a position in Medtronic in Q1 2024 and has held it in 9 quarters since.
  • Mosaic Financial Group's Medtronic position peaked at $360K in Q1 2024.
  • 2,229 funds tracked by Wall St. Rank held Medtronic as of Q1 2026.

Based on Mosaic Financial Group's 13F filing for Q1 2026, filed 8 May 2026.