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Brightwater Advisory’s Medtronic MDT Stock Holding History

Brightwater Advisory’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 		– Sell
-583
Closed -$55.5K – 61
2025
Q3 		$55.5K Hold
583
– – 0.04% 59
2025
Q2 		$291K Hold
583
– – 0.21% 53
2025
Q1 		$293K Sell
583
-2,658
-82% -$238K 0.23% 53
2024
Q4 		$259K Buy
3,241
+2,597
+403% +$225K 0.2% 55
2024
Q3 		$286K Sell
644
-1,913
-75% -$161K 0.21% 54
2024
Q2 		$201K Buy
+2,557
New +$210K 0.16% 61

Other funds holding MDT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Brightwater Advisory's MDT Position: Q4 2025 in Review

Brightwater Advisory sold out of Medtronic (MDT) in Q4 2025, closing a stake of 583 shares — an estimated $55.5K sold.

Brightwater Advisory first reported a position in MDT in Q2 2024 and held it in 6 quarters. The position peaked at $293K in Q1 2025. 2,306 funds tracked by Wall St. Rank hold MDT as of Q4 2025.

  • Brightwater Advisory reported no remaining Medtronic position as of Q4 2025 after selling out during the quarter.
  • Brightwater Advisory sold 583 Medtronic shares in Q4 2025, an estimated $55.5K.
  • Brightwater Advisory first reported a position in Medtronic in Q2 2024 and held it in 6 quarters.
  • Brightwater Advisory's Medtronic position peaked at $293K in Q1 2025.
  • 2,306 funds tracked by Wall St. Rank held Medtronic as of Q4 2025.

Based on Brightwater Advisory's 13F filing for Q4 2025, filed 12 Feb 2026.