Forefront Wealth Partners’s Medtronic MDT Stock Holding History

Forefront Wealth Partners’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	-4,279	Closed	-$407K	–	175
2025 Q3	$407K	Buy	+4,279	New	+$393K	0.1%	140

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

Forefront Wealth Partners's MDT Position: Q4 2025 in Review

Forefront Wealth Partners sold out of Medtronic (MDT) in Q4 2025, closing a stake of 4,279 shares — an estimated $407K sold.

Forefront Wealth Partners first reported a position in MDT in Q3 2025 and held it in 1 quarter. The position peaked at $407K in Q3 2025. 2,303 funds tracked by Wall St. Rank hold MDT as of Q4 2025.

Forefront Wealth Partners reported no remaining Medtronic position as of Q4 2025 after selling out during the quarter.
Forefront Wealth Partners sold 4,279 Medtronic shares in Q4 2025, an estimated $407K.
Forefront Wealth Partners first reported a position in Medtronic in Q3 2025 and held it in 1 quarter.
Forefront Wealth Partners's Medtronic position peaked at $407K in Q3 2025.
2,303 funds tracked by Wall St. Rank held Medtronic as of Q4 2025.

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