Copia Wealth Management’s Medtronic MDT Stock Holding History

Copia Wealth 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	-33	Closed	-$3.14K	–	530
2025 Q3	$3.14K	Buy	+33	New	+$3.03K	﹤0.01%	386

Other funds holding MDT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

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

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Copia Wealth Management's MDT Position: Q4 2025 in Review

Copia Wealth Management sold out of Medtronic (MDT) in Q4 2025, closing a stake of 33 shares — an estimated $3.14K sold.

Copia Wealth Management first reported a position in MDT in Q3 2025 and held it in 1 quarter. The position peaked at $3.14K in Q3 2025. 2,312 funds tracked by Wall St. Rank hold MDT as of Q4 2025.

Copia Wealth Management reported no remaining Medtronic position as of Q4 2025 after selling out during the quarter.
Copia Wealth Management sold 33 Medtronic shares in Q4 2025, an estimated $3.14K.
Copia Wealth Management first reported a position in Medtronic in Q3 2025 and held it in 1 quarter.
Copia Wealth Management's Medtronic position peaked at $3.14K in Q3 2025.
2,312 funds tracked by Wall St. Rank held Medtronic as of Q4 2025.

Based on Copia Wealth Management's 13F filing for Q4 2025, filed 6 Feb 2026.