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Coppell Advisory Solutions’s Medtronic MDT Stock Holding History

Coppell Advisory Solutions’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
2026
Q1 		– Sell
-2,086
Closed -$202K – 229
2025
Q4 		$202K Buy
+2,086
New +$203K 0.02% 384
2025
Q1 		– Sell
-2,095
Closed -$167K – 1230
2024
Q4 		$167K Buy
2,095
+248
+13% +$21.5K 0.02% 313
2024
Q3 		$165K Sell
1,847
-450
-20% -$37.9K 0.02% 320
2024
Q2 		$181K Buy
+2,297
New +$188K 0.03% 274
2023
Q4 		$184K Buy
2,236
+1,432
+178% +$109K 0.04% 275
2023
Q3 		$62.5K Sell
804
-79
-9% -$6.61K 0.02% 270
2023
Q2 		$76.6K Buy
+883
New +$76K 0.02% 300
2023
Q1 		– Sell
-804
Closed -$62.5K – 714
2022
Q4 		$62.5K Buy
+804
New +$65.2K 0.02% 274

Other funds holding MDT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Coppell Advisory Solutions's MDT Position: Q1 2026 in Review

Coppell Advisory Solutions sold out of Medtronic (MDT) in Q1 2026, closing a stake of 2,086 shares — an estimated $202K sold.

Coppell Advisory Solutions first reported a position in MDT in Q4 2022 and held it in 8 quarters. The position peaked at $202K in Q4 2025. 2,229 funds tracked by Wall St. Rank hold MDT as of Q1 2026.

  • Coppell Advisory Solutions reported no remaining Medtronic position as of Q1 2026 after selling out during the quarter.
  • Coppell Advisory Solutions sold 2,086 Medtronic shares in Q1 2026, an estimated $202K.
  • Coppell Advisory Solutions first reported a position in Medtronic in Q4 2022 and held it in 8 quarters.
  • Coppell Advisory Solutions's Medtronic position peaked at $202K in Q4 2025.
  • 2,229 funds tracked by Wall St. Rank held Medtronic as of Q1 2026.

Based on Coppell Advisory Solutions's 13F filing for Q1 2026, filed 15 May 2026.