North Capital’s Medtronic MDT Stock Holding History

North 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 Q4	–	Sell	-1,086	Closed	-$103K	–	458
2025 Q3	$103K	Buy	1,086 +76	+8%	+$6.99K	0.08%	150
2025 Q2	$88K	Hold	1,010	–	–	0.08%	150
2025 Q1	$90.8K	Buy	+1,010	New	+$90.4K	0.09%	145

Other funds holding MDT

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

North Capital's MDT Position: Q4 2025 in Review

North Capital sold out of Medtronic (MDT) in Q4 2025, closing a stake of 1,086 shares — an estimated $103K sold.

North Capital first reported a position in MDT in Q1 2025 and held it in 3 quarters. The position peaked at $103K in Q3 2025. 2,312 funds tracked by Wall St. Rank hold MDT as of Q4 2025.

North Capital reported no remaining Medtronic position as of Q4 2025 after selling out during the quarter.
North Capital sold 1,086 Medtronic shares in Q4 2025, an estimated $103K.
North Capital first reported a position in Medtronic in Q1 2025 and held it in 3 quarters.
North Capital's Medtronic position peaked at $103K in Q3 2025.
2,312 funds tracked by Wall St. Rank held Medtronic as of Q4 2025.

Based on North Capital's 13F filing for Q4 2025, filed 18 Feb 2026.