WJ Financial Advisors’s Medtronic MDT Stock Holding History

WJ 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	-2,183	Closed	-$210K	–	129
2025 Q4	$210K	Sell	2,183 -537	-20%	-$52.2K	0.19%	111
2025 Q3	$259K	Buy	+2,720	New	+$250K	0.25%	98

Other funds holding MDT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

WJ Financial Advisors sold out of Medtronic (MDT) in Q1 2026, closing a stake of 2,183 shares — an estimated $210K sold.

WJ Financial Advisors first reported a position in MDT in Q3 2025 and held it in 2 quarters. The position peaked at $259K in Q3 2025. 2,244 funds tracked by Wall St. Rank hold MDT as of Q1 2026.

WJ Financial Advisors reported no remaining Medtronic position as of Q1 2026 after selling out during the quarter.
WJ Financial Advisors sold 2,183 Medtronic shares in Q1 2026, an estimated $210K.
WJ Financial Advisors first reported a position in Medtronic in Q3 2025 and held it in 2 quarters.
WJ Financial Advisors's Medtronic position peaked at $259K in Q3 2025.
2,244 funds tracked by Wall St. Rank held Medtronic as of Q1 2026.

Based on WJ Financial Advisors's 13F filing for Q1 2026, filed 4 May 2026.