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Souders Financial Advisors’s Medtronic MDT Stock Holding History

Souders 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 		$763K Buy
8,806
+6,673
+313% +$639K 0.09% 115
2025
Q4 		$205K Sell
2,133
-644
-23% -$62.6K 0.02% 203
2025
Q3 		$265K Sell
2,777
-1,240
-31% -$114K 0.03% 179
2025
Q2 		$350K Buy
4,017
+1,476
+58% +$125K 0.04% 153
2025
Q1 		$228K Buy
+2,541
New +$227K 0.03% 172
2021
Q4 		– Sell
-5,326
Closed -$668K – 138
2021
Q3 		$668K Buy
5,326
+741
+16% +$95.9K 0.22% 89
2021
Q2 		$569K Buy
+4,585
New +$576K 0.19% 93

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

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

Souders Financial Advisors increased its Medtronic (MDT) stake by 313% in Q1 2026, buying an estimated $639K and bringing the position to 8,806 shares worth $763K. The position accounts for 0.09% of the portfolio, ranked #115.

Souders Financial Advisors first reported a position in MDT in Q2 2021 and has held it in 7 quarters since. 2,231 funds tracked by Wall St. Rank hold MDT as of Q1 2026.

  • Souders Financial Advisors held 8,806 shares of Medtronic worth $763K as of Q1 2026.
  • Souders Financial Advisors bought 6,673 Medtronic shares in Q1 2026, an estimated $639K.
  • Medtronic made up 0.09% of Souders Financial Advisors's portfolio in Q1 2026, its #115 holding.
  • Souders Financial Advisors first reported a position in Medtronic in Q2 2021 and has held it in 7 quarters since.
  • 2,231 funds tracked by Wall St. Rank held Medtronic as of Q1 2026.

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