Values First Advisors’s Medtronic MDT Stock Holding History

Values First 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 Q3	$473K	Buy	5,482 +131	+2%	+$11.5K	0.22%	111
2026 Q2	$419K	Buy	5,351 +47	+0.9%	+$3.79K	0.19%	125
2026 Q1	$460K	Buy	5,304 +141	+3%	+$13.5K	0.24%	106
2025 Q4	$496K	Buy	5,163 +3,020	+141%	+$293K	0.26%	105
2025 Q3	$204K	Buy	+2,143	New	+$197K	0.11%	154

Other funds holding MDT

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Flossbach Von Storch Cologne, Germany $19.7B AUM 7.08% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Saratoga Research & Investment Management Saratoga, California $1.82B AUM 11.8% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Values First Advisors's MDT Position: Q3 2026 in Review

Values First Advisors increased its Medtronic (MDT) stake by 2.4% in Q3 2026, buying an estimated $11.5K and bringing the position to 5,482 shares worth $473K. The position accounts for 0.22% of the portfolio, ranked #111.

Values First Advisors first reported a position in MDT in Q3 2025 and has held it in 5 quarters since. The position peaked at $496K in Q4 2025. 818 funds tracked by Wall St. Rank hold MDT as of Q3 2026.

Values First Advisors held 5,482 shares of Medtronic worth $473K as of Q3 2026.
Values First Advisors bought 131 Medtronic shares in Q3 2026, an estimated $11.5K.
Medtronic made up 0.22% of Values First Advisors's portfolio in Q3 2026, its #111 holding.
Values First Advisors first reported a position in Medtronic in Q3 2025 and has held it in 5 quarters since.
Values First Advisors's Medtronic position peaked at $496K in Q4 2025.
818 funds tracked by Wall St. Rank held Medtronic as of Q3 2026.

Based on Values First Advisors's 13F filing for Q3 2026, filed 23 Oct 2026.