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Grey Fox Wealth Advisors’s Medtronic MDT Stock Holding History

Grey Fox 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
-32
Closed -$3.07K – 419
2025
Q3 		$3.07K Buy
+32
New +$2.94K ﹤0.01% 517
2023
Q2 		– Sell
-220
Closed -$17.9K – 353
2023
Q1 		$17.9K Buy
+220
New +$17.9K 0.01% 269

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

Grey Fox Wealth Advisors's MDT Position: Q4 2025 in Review

Grey Fox Wealth Advisors sold out of Medtronic (MDT) in Q4 2025, closing a stake of 32 shares — an estimated $3.07K sold.

Grey Fox Wealth Advisors first reported a position in MDT in Q1 2023 and held it in 2 quarters. The position peaked at $17.9K in Q1 2023. 2,303 funds tracked by Wall St. Rank hold MDT as of Q4 2025.

  • Grey Fox Wealth Advisors reported no remaining Medtronic position as of Q4 2025 after selling out during the quarter.
  • Grey Fox Wealth Advisors sold 32 Medtronic shares in Q4 2025, an estimated $3.07K.
  • Grey Fox Wealth Advisors first reported a position in Medtronic in Q1 2023 and held it in 2 quarters.
  • Grey Fox Wealth Advisors's Medtronic position peaked at $17.9K in Q1 2023.
  • 2,303 funds tracked by Wall St. Rank held Medtronic as of Q4 2025.

Based on Grey Fox Wealth Advisors's 13F filing for Q4 2025, filed 12 Feb 2026.