Unify Financial Advisors’s Medtronic MDT Stock Holding History

Unify 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	–	Sell	-4,743	Closed	-$456K	–	96
2025 Q4	$456K	Buy	+4,743	New	+$461K	0.47%	58

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

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

Unify Financial Advisors sold out of Medtronic (MDT) in Q1 2026, closing a stake of 4,743 shares — an estimated $456K sold.

Unify Financial Advisors first reported a position in MDT in Q4 2025 and held it in 1 quarter. The position peaked at $456K in Q4 2025. 2,229 funds tracked by Wall St. Rank hold MDT as of Q1 2026.

Unify Financial Advisors reported no remaining Medtronic position as of Q1 2026 after selling out during the quarter.
Unify Financial Advisors sold 4,743 Medtronic shares in Q1 2026, an estimated $456K.
Unify Financial Advisors first reported a position in Medtronic in Q4 2025 and held it in 1 quarter.
Unify Financial Advisors's Medtronic position peaked at $456K in Q4 2025.
2,229 funds tracked by Wall St. Rank held Medtronic as of Q1 2026.

Based on Unify Financial Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.