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Richardson Financial Services’s Medtronic MDT Stock Holding History

Richardson Financial 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 		$87.5K Hold
1,010
– – 0.05% 238
2025
Q4 		$97K Buy
1,010
+1,006
+25,150% +$97.7K 0.03% 231
2025
Q3 		$381 Buy
+4
New +$368 ﹤0.01% 503
2025
Q2 		– Sell
-250
Closed -$22.5K – 632
2025
Q1 		$22.5K Buy
250
+4
+2% +$358 0.02% 317
2024
Q4 		$19.6K Buy
+246
New +$21.3K 0.01% 342
2024
Q2 		– Sell
-253
Closed -$22K – 612
2024
Q1 		$22K Buy
+253
New +$21.6K 0.02% 334

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

Richardson Financial Services's MDT Position: Q1 2026 in Review

Richardson Financial Services held its Medtronic (MDT) position steady in Q1 2026 at 1,010 shares worth $87.5K. The position accounts for 0.05% of the portfolio, ranked #238.

Richardson Financial Services first reported a position in MDT in Q1 2024 and has held it in 6 quarters since. The position peaked at $97K in Q4 2025. 2,229 funds tracked by Wall St. Rank hold MDT as of Q1 2026.

  • Richardson Financial Services held 1,010 shares of Medtronic worth $87.5K as of Q1 2026.
  • Richardson Financial Services left its Medtronic share count unchanged in Q1 2026.
  • Medtronic made up 0.05% of Richardson Financial Services's portfolio in Q1 2026, its #238 holding.
  • Richardson Financial Services first reported a position in Medtronic in Q1 2024 and has held it in 6 quarters since.
  • Richardson Financial Services's Medtronic position peaked at $97K in Q4 2025.
  • 2,229 funds tracked by Wall St. Rank held Medtronic as of Q1 2026.

Based on Richardson Financial Services's 13F filing for Q1 2026, filed 4 May 2026.