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Alpha Cubed Investments’s Medtronic MDT Stock Holding History

Alpha Cubed Investments’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
2025
Q4 		$356K Sell
3,701
-384
-9% -$37.3K 0.01% 215
2025
Q3 		$389K Buy
4,085
+142
+4% +$13.1K 0.01% 204
2025
Q2 		$344K Buy
3,943
+1,419
+56% +$120K 0.01% 219
2025
Q1 		$227K Buy
+2,524
New +$226K 0.01% 265
2024
Q2 		– Sell
-2,795
Closed -$244K – 306
2024
Q1 		$244K Sell
2,795
-3,731
-57% -$318K 0.01% 236
2023
Q4 		$538K Sell
6,526
-17,434
-73% -$1.33M 0.03% 146
2023
Q3 		$1.88M Sell
23,960
-60,494
-72% -$5.06M 0.13% 81
2023
Q2 		$7.44M Buy
84,454
+74,111
+717% +$6.38M 0.5% 53
2023
Q1 		$834K Sell
10,343
-12,667
-55% -$1.03M 0.06% 119
2022
Q4 		$1.79M Sell
23,010
-244,687
-91% -$19.8M 0.14% 93
2022
Q3 		$21.6M Buy
267,697
+24,603
+10% +$2.21M 1.69% 18
2022
Q2 		$21.8M Buy
243,094
+37,597
+18% +$3.81M 1.58% 23
2022
Q1 		$22.8M Buy
205,497
+116,141
+130% +$12.3M 1.46% 24
2021
Q4 		$9.24M Sell
89,356
-6,449
-7% -$747K 0.6% 53
2021
Q3 		$12M Buy
+95,805
New +$12.4M 0.9% 38
2020
Q2 		– Sell
-2,454
Closed -$221K – 229
2020
Q1 		$221K Sell
2,454
-173
-7% -$18.4K 0.03% 188
2019
Q4 		$298K Sell
2,627
-55
-2% -$6.04K 0.03% 195
2019
Q3 		$291K Buy
2,682
+420
+19% +$43.8K 0.03% 191
2019
Q2 		$220K Sell
2,262
-7
-0.3% -$639 0.03% 222
2019
Q1 		$207K Sell
2,269
-393
-15% -$35.2K 0.03% 223
2018
Q4 		$242K Sell
2,662
-1,265
-32% -$118K 0.04% 179
2018
Q3 		$369K Buy
+3,927
New +$363K 0.04% 200
2014
Q1 		– Sell
-30,890
Closed -$1.77M – 188
2013
Q4 		$1.77M Buy
+30,890
New +$1.75M 0.63% 59

Other funds holding MDT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Alpha Cubed Investments's MDT Position: Q4 2025 in Review

Alpha Cubed Investments reduced its Medtronic (MDT) stake by 9.4% in Q4 2025, selling an estimated $37.3K and leaving 3,701 shares worth $356K. The position accounts for 0.01% of the portfolio, ranked #215.

Alpha Cubed Investments first reported a position in MDT in Q4 2013 and has held it in 23 quarters since. The position peaked at $22.8M in Q1 2022. 2,315 funds tracked by Wall St. Rank hold MDT as of Q4 2025.

  • Alpha Cubed Investments held 3,701 shares of Medtronic worth $356K as of Q4 2025.
  • Alpha Cubed Investments sold 384 Medtronic shares in Q4 2025, an estimated $37.3K.
  • Medtronic made up 0.01% of Alpha Cubed Investments's portfolio in Q4 2025, its #215 holding.
  • Alpha Cubed Investments first reported a position in Medtronic in Q4 2013 and has held it in 23 quarters since.
  • Alpha Cubed Investments's Medtronic position peaked at $22.8M in Q1 2022.
  • 2,315 funds tracked by Wall St. Rank held Medtronic as of Q4 2025.

Based on Alpha Cubed Investments's 13F filing for Q4 2025, filed 3 Feb 2026.