AIVL3.236%
as of Jul 17
MDT
GrowthMEDTRONIC PLC
Medtronic plc develops, manufactures, and sells device-based medical therapies to healthcare systems, physicians, clinicians, and patients in the United States, Ireland, and internationally. The Cardiovascular Portfolio segment offers implantable cardiac pacemakers, cardioverter defibrillators, and cardiac resynchronization therapy devices; cardiac ablation products; insertable cardiac monitor systems; TYRX products; and remote monitoring and patient-centered software. It also provides aortic valves, surgical valve replacement and repair products, endovascular stent grafts and accessories, and transcatheter pulmonary valves, and percutaneous coronary intervention products, percutaneous angioplasty balloons, and other products.
Close · 3M
-8.81%
Held by 2 AI ETFs
LQAI0.370%
as of Jul 17
Signal performance
Each tracked ETF's moves on this stock, grouped by fund. Returns are measured from the signal date to the latest close — hypothetical, no commissions or slippage.
Buy signals10
Win rate70% (7/10)
Avg buy return+2.80%
AIVL · Weight increase · 3d
AIVL's portfolio weight in MDT shows a clear increase over three consecutive days, from 3.1516% on July 15th to 3.2355% by July 17th, after a prior reduction mid-period. This recent accumulation takes place while MDT is trading at $83.20, near the lower end of its 52-week range and following declines of -7.4% over 90 days and -5.1% over one year, aligning with the ETF's mandate to identify opportunities within a pre-filtered US value-factor pool. The AI-driven selection within AIVL likely interpreted MDT's current valuation, with a PBR of 2.16 and PER of 22.18, alongside its 9.85% ROE and 8.43% revenue growth, as indicators of genuine value rather than a value trap, especially at its relatively suppressed price. Such a pattern suggests AIVL's AI, utilizing fundamental and valuation metrics, found sufficient reason to increase exposure to the Health Care sector company, differentiating it from other potentially struggling firms within the value universe.
weight 3.112% → 3.236% (+0.123 pp)·stock up 2.3% in the 30 days before
Jul 17·entry $83.20·now $83.29Fresh
+0.11%
since Jul 17
AIVL · Weight increase · 2d
MDT's PER of 22.18 and PBR of 2.16, alongside a 9.85% ROE and 8.43% revenue growth, positioned it within AIVL's pre-filtered US value-factor universe, which prioritizes companies based on fundamentals and valuation. The WisdomTree-managed AIVL, utilizing its AI model to distinguish genuine value from value traps, appears to have found increasing conviction in Medtronic. This assessment coincided with the stock trading at $83.20, near 79% of its 52-week high, following recent 90-day and 1-year declines of -7.4% and -5.1% respectively, suggesting the AI detected a favorable entry point or renewed belief in its intrinsic value. Consequently, AIVL increased its Medtronic weighting consecutively on July 15, 2026, from 3.1123% to 3.1516%, and again on July 16, 2026, to 3.2275%, reflecting this computed shift in perceived value.
weight 3.112% → 3.228% (+0.115 pp)·stock up 4.0% in the 30 days before
Jul 16·entry $83.56·now $83.29Fresh
-0.32%
since Jul 16
AIVL · Weight decrease · 2d
MDT currently trades at $80.47, a 9.1% gain over the last 30 days, yet remains at 76% of its 52-week high after experiencing an 11.5% decline over the prior 90 days. This recent price action, a short-term rebound within a longer downtrend, influences AIVL's AI, which evaluates US value stocks to distinguish genuine value from potential traps. The AI considers fundamentals like MDT's 9.85% ROE and 8.43% revenue growth, alongside valuation metrics such as its 22.17 PER and 2.16 PBR. AIVL's detected pattern of consecutive weight decrease for MDT, specifically from 3.2359% on July 8th to 3.2278% on July 9th, reflects the AI's assessment that these metrics, given the price context, present a less appealing value proposition compared to other holdings. This indicates increased caution on a stock that has recovered slightly but remains below prior levels, with the subsequent further reduction to 3.1123% on July 14th supporting this cautious stance.
weight 3.274% → 3.112% (-0.162 pp)·stock down 1.3% in the 30 days before
Jul 14·entry $79.30·now $83.29
+5.03%
since Jul 14
AIVL · Weight decrease · 2d
MDT's PER of 22.17 and PBR of 2.16, along with a 9.85% ROE and 8.43% revenue growth, are continuously assessed by AIVL's AI, which evaluates fundamentals and valuation metrics to distinguish genuine value within its US value-factor universe. The stock's recent 30-day return of +11.0% brought its price to $83.87, placing it at 80% of its 52-week high. This recent upward price movement likely caused the AI to re-evaluate MDT's attractiveness relative to its value criteria. The subsequent consecutive weight decreases on July 8th and 9th, 2026, from 3.2359% to 3.2278%, suggest the AI perceived the stock's valuation as less compelling for a value-tilted portfolio after its appreciation. This reflects the manager's methodical approach to navigating the balance between growth and value within its pre-filtered universe.
weight 3.266% → 3.228% (-0.038 pp)·stock up 2.1% in the 30 days before
Jul 9·entry $82.39·now $83.29
+1.09%
since Jul 9
AIVL · Weight increase · 2d
The consecutive weighting increase in Medtronic (MDT) within AIVL, rising from 3.0350% to 3.2557% between July 1st and July 2nd, follows a period of more variable allocation, indicating a reinforcing signal from the AI. This specific upward adjustment coincides with MDT’s current price of $83.19, positioned at 79% of its 52-week high following considerable 90-day and 1-year price depreciation, aligning with the ETF's value-factor screening. The AI model's assessment of MDT's 2.16 PBR and 21.43 PER, coupled with a 9.85% ROE and 8.43% revenue growth, suggests it discerns underlying stability and potential rather than a value trap. WisdomTree's strategy for AIVL, distinguishing genuine value opportunities, finds MDT's current valuation, after its recent downturns, suitable for a higher allocation, emphasizing its unique approach to stock selection within a pre-filtered value universe.
weight 2.975% → 3.256% (+0.281 pp)·stock up 12.8% in the 30 days before
Jul 2·entry $83.19·now $83.29Fresh
+0.12%
since Jul 2
AIVL · Weight decrease · 2d
AIVL's AI-driven strategy evaluates US value stocks, using fundamental health and valuation metrics to identify genuine opportunities within its approximately 100 holdings. The observed reductions in Medtronic's weight on multiple dates in June reflect the AI's assessment that the stock's profile no longer meets the system's current scoring criteria. Although Medtronic’s share price has experienced a significant 90-day return of -17.8%, suggesting a potential value play, its current P/E of 21.86 might be deemed less attractive by the AI when weighed against its 9.85% ROE or other fundamental factors. As the fund periodically rebalances, the AI’s ongoing analysis is designed to distinguish deeper value from potential traps, leading to these adjustments based on its comprehensive scoring of margins, return on capital, and debt alongside valuation metrics.
weight 3.129% → 3.063% (-0.066 pp)·stock up 3.8% in the 30 days before
Jun 25·entry $80.52·now $83.29
+3.44%
since Jun 25
AIVL · Weight decrease · 2d
WisdomTree's AIVL, designed to distinguish genuine value from value traps within a universe of US value stocks, has been consistently reducing its allocation to Medtronic. This strategy involves the AI scoring names using fundamental and valuation metrics. Given that AIVL rebalances periodically, rather than daily, this persistent decline in weight over a two-week period, from 3.2674% to 3.0437%, implies a deliberate re-evaluation of Medtronic's attractiveness within its approximately 100-stock portfolio. The AI's models likely determined that Medtronic, despite its recent price drop placing it at 75% of its 52-week high, did not present an optimal value proposition. For instance, a P/E ratio of 21.38, considered alongside an ROE of 9.54%, might suggest less fundamental strength or more limited upside compared to other candidates within AIVL's value-factor universe.
weight 3.129% → 3.044% (-0.085 pp)·stock up 1.4% in the 30 days before
Jun 22·entry $79.27·now $83.29
+5.07%
since Jun 22
AIVL · Weight decrease · 4d
WisdomTree's AIVL fund, which employs an AI to score names within a US value-factor pool, progressively reduced its allocation to Medtronic (MDT) over several trading days in mid-June. Given the AI's mandate to distinguish genuine value from potential value traps, the consecutive decreases observed from June 8th through the 12th suggest a reassessment during one of the fund's periodic rebalances. The AI may have found MDT's PER of 21.42, when viewed against its 9.54% ROE, less compelling than other opportunities within the fund's ~100-stock portfolio. Even with MDT trading at 76% of its 52-week high, the AI's fundamental and valuation analysis likely indicated better risk-adjusted value elsewhere, prompting the scale-back.
weight 3.267% → 3.112% (-0.156 pp)·stock up 5.2% in the 30 days before
Jun 12·entry $80.20·now $83.29
+3.85%
since Jun 12
AIVL · Weight decrease · 3d
AIVL, WisdomTree's AI-managed ETF, aims to distinguish genuine value from potential value traps within its universe of around 100 US value stocks. The consecutive decreases in Medtronic's weight from June 8th to 11th indicate the AI's fundamental and valuation scoring mechanism has registered a diminishing conviction in the company. This isn't a reaction to daily market swings, as the fund rebalances periodically rather than constantly. Despite Medtronic's current price being 76% off its 52-week high, making it appear inexpensive, the AI's assessment likely identified its PER of 21.42 relative to a 9.54% ROE as signaling a potential value trap rather than a deep bargain, prompting the recent trimming of its allocation.
weight 3.267% → 3.148% (-0.120 pp)·stock up 4.6% in the 30 days before
Jun 11·entry $80.33·now $83.29
+3.68%
since Jun 11
AIVL · Weight decrease · 2d
AIVL's portfolio shows a gradual, multi-day reduction in its allocation to Medtronic, declining from 3.2674% on June 5th to 3.2066% by June 10th. This recent decrease follows a period where the stock's current price of $80.25, reflecting a -21.9% 90-day return and trading at 76% of its 52-week high, likely prompted the AI to initially increase its weighting as a potential value play. However, the subsequent modest reduction suggests the AI, tasked with distinguishing genuine value from value traps within its US value-factor universe, might be exercising caution. Despite Medtronic's 8.43% revenue growth, the AI could be re-evaluating if its PER of 21.42 and PBR of 2.25, alongside a 9.54% ROE, offer sufficient upside or signal less compelling fundamental value compared to other names in the filtered pool. This nuanced adjustment indicates the AI's ongoing assessment of the stock's intrinsic characteristics against its perceived value-factor eligibility, even without a full periodic rebalance.
weight 3.267% → 3.207% (-0.061 pp)·stock up 7.7% in the 30 days before
Jun 10·entry $80.25·now $83.29
+3.79%
since Jun 10
AIVL · Accumulation · 5d
The observed weight changes in AIVL for MDT show a series of incremental increases across several trading days in May and June, punctuated by a small reduction before resuming, indicating a deliberate, scaled approach to position building. This measured accumulation aligns with AIVL's strategy of identifying value, as MDT's price of $81.98, sitting at 78% of its 52-week high following a 90-day return of -20.4%, places it squarely within a potential value-factor pool. The AI component of AIVL, tasked with distinguishing genuine value from value traps, likely analyzed MDT's financial metrics such as its 9.54% ROE, 6.88% revenue growth, and 2.25 PBR, determining the healthcare company represents a buying opportunity at this reduced valuation. The continued accumulation through early June suggests the AI's scoring mechanism sustains a favorable view on MDT's fundamentals and valuation, prompting further additions to the ~100 US value stocks in the portfolio.
weight 3.014% → 3.217% (+0.204 pp)·stock up 3.5% in the 30 days before
Jun 8·entry $80.69·now $83.29Drifting
+3.22%
since Jun 8
AIVL · Accumulation · 5d
weight 3.031% → 3.267% (+0.236 pp)·stock up 5.2% in the 30 days before
Jun 5·entry $81.67·now $83.29Fresh
+1.98%
since Jun 5
AIVL · Accumulation · 5d
weight 2.936% → 3.233% (+0.297 pp)·stock up 5.3% in the 30 days before
Jun 4·entry $81.93·now $83.29Fresh
+1.66%
since Jun 4
AIVL · Weight increase · 2d
AIVL's AI, which distinguishes genuine value from value traps within its universe of approximately 100 US value stocks, likely identified Medtronic's recent price action as a compelling opportunity. The company, trading at $73.81, sits at 70% of its 52-week high, suggesting a significant valuation dip that aligns with the fund's value-factor screening. Despite the ETF's periodic, not daily, rebalancing cadence, the AI appears to have scored MDT favorably based on its fundamental metrics like a 9.54% ROE. This assessment led to the consecutive weight increases observed on May 13th, 14th, and 15th, indicating the AI's conviction in MDT as a genuine value proposition.
weight 3.014% → 3.055% (+0.042 pp)·stock down 11.1% in the 30 days before
May 15·entry $76.15·now $83.29Drifting
+9.38%
since May 15
AIVL · Weight decrease · 2d
The AI ETF likely decreased its Medtronic weighting due to its moderate revenue growth and ROE, suggesting the algorithm perceives its current valuation as full compared to other opportunities. This systematic reduction indicates a calculated move to reallocate capital towards stocks with more compelling growth prospects or better risk-adjusted returns. Retail investors should view this as a signal to critically assess Medtronic's future catalysts and compare its valuation to alternative investments within the sector or broader market.
weight 3.099% → 2.937% (-0.163 pp)·stock down 14.5% in the 30 days before
May 11·entry $74.54·now $83.29
+11.74%
since May 11
+7.33%
since May 6
+7.07%
since May 5
+6.37%
since May 4
+2.87%
since Apr 30
+4.94%
since Apr 29
+1.70%
since Apr 28
LQAI · Weight increase · 2d
Medtronic shares are priced at $83.20, currently sitting at 79% of their 52-week high, following a 90-day decline of 7.4% that recently showed a modest 1.6% positive return over the last 30 days. Operating within a US large-cap core universe and rebalancing weekly, the LG-Qraft AI engine for LQAI appears to have detected an emerging positive inflection for MDT. The Qraft AI, which applies its ranking without heavy factor tilt, likely recognized the stock's recent short-term price stabilization and rebound from its year-long underperformance. This strategic decision was further supported by Medtronic's underlying fundamentals, including a revenue growth of 8.43% and a 9.85% return on equity. The AI’s consecutive weight increases, culminating in a 0.37% allocation on July 16, indicate its responsive, data-driven approach to a large-cap healthcare company showing signs of an upturn from a relatively de-risked price point.
weight 0.340% → 0.370% (+0.030 pp)·stock up 4.0% in the 30 days before
Jul 16·entry $83.56·now $83.29Fresh
-0.32%
since Jul 16
LQAI · New entry · 1d
weight 0 → 0.360% (new)·stock up 2.3% in the 30 days before
Jul 7·entry $83.83·now $83.29Fresh
-0.64%
since Jul 7
LQAI · Exit · 1d
The AI ETF systematically divested from MDT over several days, indicating a declining investment signal likely driven by the stock's relative valuation or underperformance against the fund's quantitative criteria. A practical takeaway for retail investors is to establish clear, objective exit strategies and periodically re-evaluate their holdings to avoid emotional attachment to assets that no longer align with their investment goals.
weight 0.610% → 0 (exited)·stock down 12.7% in the 30 days before
May 12·entry $76.82·now $83.29
+8.42%
since May 12
+11.74%
since May 11
+7.07%
since May 5
+6.37%
since May 4
PQUS · Exit · 1d
The removal of MDT from PQUS on June 12th, following a consistent small weighting, aligns with the fund's strategy of periodic rebalances rather than daily adjustments. Pictet Asset Management's AI ranking system, applied across its US large-cap universe, evidently downgraded MDT, leading to its exit from the portfolio. This decision was likely driven by the stock's pronounced price weakness, highlighted by a -22.1% return over the past 90 days. Such a performance decline, following an AI re-evaluation, would cause MDT to fall out of the top ~165 names selected for the fund, potentially considering its relative standing within the Health Care sector or against other US large caps.
weight 0.100% → 0 (exited)·stock up 5.2% in the 30 days before
Jun 12·entry $80.20·now $83.29
+3.85%
since Jun 12
PQUS · New entry · 1d
weight 0 → 0.090% (new)·stock down 7.0% in the 30 days before
May 29·entry $73.81·now $83.29Chased
+12.84%
since May 29
Sell signals show what the stock did after the AI exited. A negative number means the AI's exit was well-timed.