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Copperleaf Capital’s Medtronic MDT Stock Holding History

Copperleaf Capital’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
Q3 		$764K Buy
+8,019
New +$737K 0.37% 63
2025
Q1 		– Sell
-2,976
Closed -$238K – 111
2024
Q4 		$238K Buy
+2,976
New +$258K 0.15% 84

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Copperleaf Capital's MDT Position: Q3 2025 in Review

Copperleaf Capital opened a new position in Medtronic (MDT) in Q3 2025: 8,019 shares worth $764K. The stake represents 0.37% of the portfolio and ranks #63 among its holdings. This is a return to the name: Copperleaf Capital previously reported a position in MDT as recently as Q4 2024.

Copperleaf Capital first reported a position in MDT in Q4 2024 and has held it in 2 quarters since. 2,169 funds tracked by Wall St. Rank hold MDT as of Q3 2025.

  • Copperleaf Capital held 8,019 shares of Medtronic worth $764K as of Q3 2025.
  • Medtronic was a new Copperleaf Capital position in Q3 2025.
  • Medtronic made up 0.37% of Copperleaf Capital's portfolio in Q3 2025, its #63 holding.
  • Copperleaf Capital first reported a position in Medtronic in Q4 2024 and has held it in 2 quarters since.
  • 2,169 funds tracked by Wall St. Rank held Medtronic as of Q3 2025.

Based on Copperleaf Capital's 13F filing for Q3 2025, filed 28 Oct 2025.