Values First Advisors’s Medtronic MDT Stock Holding History
Bought
Maintained
Sold
Other funds holding MDT
Values First Advisors's MDT Position: Q2 2026 in Review
Values First Advisors increased its Medtronic (MDT) stake by 0.89% in Q2 2026, buying an estimated $3.79K and bringing the position to 5,351 shares worth $419K. The position accounts for 0.19% of the portfolio, ranked #125.
Values First Advisors first reported a position in MDT in Q3 2025 and has held it in 4 quarters since. The position peaked at $496K in Q4 2025. 2,138 funds tracked by Wall St. Rank hold MDT as of Q2 2026.
- Values First Advisors held 5,351 shares of Medtronic worth $419K as of Q2 2026.
- Values First Advisors bought 47 Medtronic shares in Q2 2026, an estimated $3.79K.
- Medtronic made up 0.19% of Values First Advisors's portfolio in Q2 2026, its #125 holding.
- Values First Advisors first reported a position in Medtronic in Q3 2025 and has held it in 4 quarters since.
- Values First Advisors's Medtronic position peaked at $496K in Q4 2025.
- 2,138 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.
Based on Values First Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.