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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
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

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

Values First Advisors's MDT Position: Q1 2026 in Review

Values First Advisors increased its Medtronic (MDT) stake by 2.7% in Q1 2026, buying an estimated $13.5K and bringing the position to 5,304 shares worth $460K. The position accounts for 0.24% of the portfolio, ranked #106.

Values First Advisors first reported a position in MDT in Q3 2025 and has held it in 3 quarters since. The position peaked at $496K in Q4 2025. 2,229 funds tracked by Wall St. Rank hold MDT as of Q1 2026.

  • Values First Advisors held 5,304 shares of Medtronic worth $460K as of Q1 2026.
  • Values First Advisors bought 141 Medtronic shares in Q1 2026, an estimated $13.5K.
  • Medtronic made up 0.24% of Values First Advisors's portfolio in Q1 2026, its #106 holding.
  • Values First Advisors first reported a position in Medtronic in Q3 2025 and has held it in 3 quarters since.
  • Values First Advisors's Medtronic position peaked at $496K in Q4 2025.
  • 2,229 funds tracked by Wall St. Rank held Medtronic as of Q1 2026.

Based on Values First Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.