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Cardinal Point Capital Management’s Medtronic MDT Stock Holding History

Cardinal Point Capital Management’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
-7,722
Closed -$735K – 274
2025
Q3 		$735K Buy
+7,722
New +$710K 0.05% 130

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

Cardinal Point Capital Management's MDT Position: Q4 2025 in Review

Cardinal Point Capital Management sold out of Medtronic (MDT) in Q4 2025, closing a stake of 7,722 shares — an estimated $735K sold.

Cardinal Point Capital Management first reported a position in MDT in Q3 2025 and held it in 1 quarter. The position peaked at $735K in Q3 2025. 2,312 funds tracked by Wall St. Rank hold MDT as of Q4 2025.

  • Cardinal Point Capital Management reported no remaining Medtronic position as of Q4 2025 after selling out during the quarter.
  • Cardinal Point Capital Management sold 7,722 Medtronic shares in Q4 2025, an estimated $735K.
  • Cardinal Point Capital Management first reported a position in Medtronic in Q3 2025 and held it in 1 quarter.
  • Cardinal Point Capital Management's Medtronic position peaked at $735K in Q3 2025.
  • 2,312 funds tracked by Wall St. Rank held Medtronic as of Q4 2025.

Based on Cardinal Point Capital Management's 13F filing for Q4 2025, filed 5 Feb 2026.