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Savvy Advisors Inc’s Medtronic MDT Stock Holding History

Savvy Advisors Inc’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
Q2 		$1.4M Sell
17,865
-6,685
-27% -$539K 0.03% 422
2026
Q1 		$2.13M Sell
24,550
-5,227
-18% -$501K 0.06% 260
2025
Q4 		$2.86M Buy
29,777
+13,716
+85% +$1.33M 0.09% 170
2025
Q3 		$1.53M Buy
16,061
+1,473
+10% +$135K 0.07% 203
2025
Q2 		$1.27M Buy
14,588
+3,657
+33% +$310K 0.08% 175
2025
Q1 		$982K Buy
10,931
+1,500
+16% +$134K 0.1% 168
2024
Q4 		$753K Buy
9,431
+4,942
+110% +$428K 0.09% 185
2024
Q3 		$404K Buy
+4,489
New +$378K 0.08% 209

Other funds holding MDT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Savvy Advisors Inc's MDT Position: Q2 2026 in Review

Savvy Advisors Inc reduced its Medtronic (MDT) stake by 27% in Q2 2026, selling an estimated $539K and leaving 17,865 shares worth $1.4M. The position accounts for 0.03% of the portfolio, ranked #422.

Savvy Advisors Inc first reported a position in MDT in Q3 2024 and has held it in 8 quarters since. The position peaked at $2.86M in Q4 2025. 2,146 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • Savvy Advisors Inc held 17,865 shares of Medtronic worth $1.4M as of Q2 2026.
  • Savvy Advisors Inc sold 6,685 Medtronic shares in Q2 2026, an estimated $539K.
  • Medtronic made up 0.03% of Savvy Advisors Inc's portfolio in Q2 2026, its #422 holding.
  • Savvy Advisors Inc first reported a position in Medtronic in Q3 2024 and has held it in 8 quarters since.
  • Savvy Advisors Inc's Medtronic position peaked at $2.86M in Q4 2025.
  • 2,146 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.