Resurgent Financial Advisors’s Medtronic MDT Stock Holding History

Resurgent Financial 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	$653K	Buy	7,536 +2,870	+62%	+$275K	0.24%	103
2025 Q4	$448K	Sell	4,666 -828	-15%	-$80.4K	0.22%	129
2025 Q3	$523K	Buy	5,494 +220	+4%	+$20.2K	0.26%	117
2025 Q2	$460K	Sell	5,274 -262	-5%	-$22.2K	0.25%	114
2025 Q1	$497K	Buy	5,536 +423	+8%	+$37.9K	0.3%	95
2024 Q4	$408K	Sell	5,113 -73	-1%	-$6.32K	0.24%	117
2024 Q3	$467K	Sell	5,186 -1,033	-17%	-$86.9K	0.27%	110
2024 Q2	$489K	Sell	6,219 -2,516	-29%	-$206K	0.3%	102
2024 Q1	$761K	Buy	8,735 +3,256	+59%	+$278K	0.41%	73
2023 Q4	$451K	Buy	5,479 +1,456	+36%	+$111K	0.28%	94
2023 Q3	$315K	Buy	4,023 +348	+9%	+$29.1K	0.21%	104
2023 Q2	$324K	Sell	3,675 -778	-17%	-$67K	0.21%	105
2023 Q1	$359K	Sell	4,453 -409	-8%	-$33.3K	0.24%	95
2022 Q4	$378K	Sell	4,862 -227	-4%	-$18.4K	0.2%	116
2022 Q3	$411K	Sell	5,089 -4,024	-44%	-$362K	0.27%	103
2022 Q2	$818K	Sell	9,113 -5,614	-38%	-$569K	0.52%	49
2022 Q1	$1.63M	Buy	14,727 +2,264	+18%	+$239K	1.01%	20
2021 Q4	$1.29M	Buy	+12,463	New	+$1.44M	1.03%	24

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

Resurgent Financial Advisors's MDT Position: Q1 2026 in Review

Resurgent Financial Advisors increased its Medtronic (MDT) stake by 62% in Q1 2026, buying an estimated $275K and bringing the position to 7,536 shares worth $653K. The position accounts for 0.24% of the portfolio, ranked #103.

Resurgent Financial Advisors first reported a position in MDT in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.63M in Q1 2022. 2,229 funds tracked by Wall St. Rank hold MDT as of Q1 2026.

Resurgent Financial Advisors held 7,536 shares of Medtronic worth $653K as of Q1 2026.
Resurgent Financial Advisors bought 2,870 Medtronic shares in Q1 2026, an estimated $275K.
Medtronic made up 0.24% of Resurgent Financial Advisors's portfolio in Q1 2026, its #103 holding.
Resurgent Financial Advisors first reported a position in Medtronic in Q4 2021 and has held it in 18 quarters since.
Resurgent Financial Advisors's Medtronic position peaked at $1.63M in Q1 2022.
2,229 funds tracked by Wall St. Rank held Medtronic as of Q1 2026.

Based on Resurgent Financial Advisors's 13F filing for Q1 2026, filed 13 May 2026.