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Root Financial Partners’s Medtronic MDT Stock Holding History

Root Financial Partners’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 		$95.5K Sell
1,102
-6
-0.5% -$575 ﹤0.01% 584
2025
Q4 		$106K Sell
1,108
-91
-8% -$8.84K 0.01% 442
2025
Q3 		$114K Buy
+1,199
New +$110K 0.01% 407

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

Root Financial Partners's MDT Position: Q1 2026 in Review

Root Financial Partners reduced its Medtronic (MDT) stake by 0.54% in Q1 2026, selling an estimated $575 and leaving 1,102 shares worth $95.5K. The position accounts for ﹤0.01% of the portfolio, ranked #584.

Root Financial Partners first reported a position in MDT in Q3 2025 and has held it in 3 quarters since. The position peaked at $114K in Q3 2025. 2,230 funds tracked by Wall St. Rank hold MDT as of Q1 2026.

  • Root Financial Partners held 1,102 shares of Medtronic worth $95.5K as of Q1 2026.
  • Root Financial Partners sold 6 Medtronic shares in Q1 2026, an estimated $575.
  • Medtronic made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #584 holding.
  • Root Financial Partners first reported a position in Medtronic in Q3 2025 and has held it in 3 quarters since.
  • Root Financial Partners's Medtronic position peaked at $114K in Q3 2025.
  • 2,230 funds tracked by Wall St. Rank held Medtronic as of Q1 2026.

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