Encompass Wealth Advisors’s Medtronic MDT Stock Holding History

Encompass Wealth Advisors’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	-2,449	Closed	-$233K	–	107
2025 Q3	$233K	Buy	2,449 +6	+0.2%	+$552	0.08%	99
2025 Q2	$213K	Hold	2,443	–	–	0.08%	100
2025 Q1	$220K	Buy	+2,443	New	+$219K	0.09%	93
2024 Q4	–	Sell	-8,543	Closed	-$769K	–	119
2024 Q3	$769K	Hold	8,543	–	–	0.19%	108
2024 Q2	$672K	Hold	8,543	–	–	0.18%	109
2024 Q1	$745K	Sell	8,543 -34	-0.4%	-$2.9K	0.2%	104
2023 Q4	$707K	Hold	8,577	–	–	0.21%	93
2023 Q3	$672K	Buy	8,577 +6	+0.1%	+$502	0.22%	86
2023 Q2	$755K	Sell	8,571 -46	-0.5%	-$3.96K	0.25%	80
2023 Q1	$695K	Hold	8,617	–	–	0.24%	80
2022 Q4	$670K	Buy	8,617 +28	+0.3%	+$2.27K	0.24%	76
2022 Q3	$694K	Buy	8,589 +2,700	+46%	+$243K	0.26%	68
2022 Q2	$529K	Sell	5,889 -68	-1%	-$6.89K	0.19%	100
2022 Q1	$661K	Buy	5,957 +18	+0.3%	+$1.9K	0.17%	106
2021 Q4	$614K	Buy	5,939 +46	+0.8%	+$5.33K	0.15%	111
2021 Q3	$738K	Sell	5,893 -1,000	-15%	-$129K	0.19%	91
2021 Q2	$855K	Hold	6,893	–	–	0.21%	91
2021 Q1	$885K	Sell	6,893 -2,405	-26%	-$282K	0.23%	85
2020 Q4	$1.09M	Buy	+9,298	New	+$1.02M	0.63%	36

Other funds holding MDT

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Encompass Wealth Advisors's MDT Position: Q4 2025 in Review

Encompass Wealth Advisors sold out of Medtronic (MDT) in Q4 2025, closing a stake of 2,449 shares — an estimated $233K sold.

Encompass Wealth Advisors first reported a position in MDT in Q4 2020 and held it in 19 quarters. The position peaked at $1.09M in Q4 2020. 2,303 funds tracked by Wall St. Rank hold MDT as of Q4 2025.

Encompass Wealth Advisors reported no remaining Medtronic position as of Q4 2025 after selling out during the quarter.
Encompass Wealth Advisors sold 2,449 Medtronic shares in Q4 2025, an estimated $233K.
Encompass Wealth Advisors first reported a position in Medtronic in Q4 2020 and held it in 19 quarters.
Encompass Wealth Advisors's Medtronic position peaked at $1.09M in Q4 2020.
2,303 funds tracked by Wall St. Rank held Medtronic as of Q4 2025.

Based on Encompass Wealth Advisors's 13F filing for Q4 2025, filed 22 Jan 2026.