Oxford Financial Group’s Medtronic MDT Stock Holding History

Oxford 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	$387K	Buy	+4,469	New	+$428K	0.02%	186

Other funds holding MDT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Oxford Financial Group opened a new position in Medtronic (MDT) in Q1 2026: 4,469 shares worth $387K. The stake represents 0.02% of the portfolio and ranks #186 among its holdings.

2,231 funds tracked by Wall St. Rank hold MDT as of Q1 2026.

Oxford Financial Group held 4,469 shares of Medtronic worth $387K as of Q1 2026.
Medtronic was a new Oxford Financial Group position in Q1 2026.
Medtronic made up 0.02% of Oxford Financial Group's portfolio in Q1 2026, its #186 holding.
2,231 funds tracked by Wall St. Rank held Medtronic as of Q1 2026.

Based on Oxford Financial Group's 13F filing for Q1 2026, filed 6 May 2026.