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Strategic Investment Advisors’s Medtronic MDT Stock Holding History

Strategic Investment 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 		$769K Buy
8,875
+5,303
+148% +$508K 0.05% 174
2025
Q4 		$343K Sell
3,572
-2
-0.1% -$194 0.03% 200
2025
Q3 		$340K Sell
3,574
-184
-5% -$16.9K 0.03% 204
2025
Q2 		$328K Sell
3,758
-14
-0.4% -$1.19K 0.03% 200
2025
Q1 		$339K Buy
3,772
+40
+1% +$3.58K 0.04% 199
2024
Q4 		$298K Buy
3,732
+8
+0.2% +$693 0.03% 207
2024
Q3 		$335K Sell
3,724
-30
-0.8% -$2.52K 0.04% 209
2024
Q2 		$295K Buy
3,754
+55
+1% +$4.51K 0.04% 211
2024
Q1 		$322K Buy
3,699
+404
+12% +$34.5K 0.04% 208
2023
Q4 		$271K Sell
3,295
-338
-9% -$25.8K 0.04% 210
2023
Q3 		$285K Buy
3,633
+163
+5% +$13.6K 0.05% 206
2023
Q2 		$306K Buy
3,470
+439
+14% +$37.8K 0.04% 165
2023
Q1 		$244K Buy
+3,031
New +$247K 0.04% 218

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

Strategic Investment Advisors's MDT Position: Q1 2026 in Review

Strategic Investment Advisors increased its Medtronic (MDT) stake by 148% in Q1 2026, buying an estimated $508K and bringing the position to 8,875 shares worth $769K. The position accounts for 0.05% of the portfolio, ranked #174.

Strategic Investment Advisors first reported a position in MDT in Q1 2023 and has held it in 13 quarters since. 2,229 funds tracked by Wall St. Rank hold MDT as of Q1 2026.

  • Strategic Investment Advisors held 8,875 shares of Medtronic worth $769K as of Q1 2026.
  • Strategic Investment Advisors bought 5,303 Medtronic shares in Q1 2026, an estimated $508K.
  • Medtronic made up 0.05% of Strategic Investment Advisors's portfolio in Q1 2026, its #174 holding.
  • Strategic Investment Advisors first reported a position in Medtronic in Q1 2023 and has held it in 13 quarters since.
  • 2,229 funds tracked by Wall St. Rank held Medtronic as of Q1 2026.

Based on Strategic Investment Advisors's 13F filing for Q1 2026, filed 18 May 2026.