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 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 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

Savvy Advisors Inc's MDT Position: Q1 2026 in Review

Savvy Advisors Inc reduced its Medtronic (MDT) stake by 18% in Q1 2026, selling an estimated $501K and leaving 24,550 shares worth $2.13M. The position accounts for 0.06% of the portfolio, ranked #260.

Savvy Advisors Inc first reported a position in MDT in Q3 2024 and has held it in 7 quarters since. The position peaked at $2.86M in Q4 2025. 2,229 funds tracked by Wall St. Rank hold MDT as of Q1 2026.

Savvy Advisors Inc held 24,550 shares of Medtronic worth $2.13M as of Q1 2026.
Savvy Advisors Inc sold 5,227 Medtronic shares in Q1 2026, an estimated $501K.
Medtronic made up 0.06% of Savvy Advisors Inc's portfolio in Q1 2026, its #260 holding.
Savvy Advisors Inc first reported a position in Medtronic in Q3 2024 and has held it in 7 quarters since.
Savvy Advisors Inc's Medtronic position peaked at $2.86M in Q4 2025.
2,229 funds tracked by Wall St. Rank held Medtronic as of Q1 2026.

Based on Savvy Advisors Inc's 13F filing for Q1 2026, filed 11 May 2026.