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Northwest Financial Advisors’s Medtronic MDT Stock Holding History

Northwest Financial 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
-4,015
Closed -$382K – 82
2025
Q3 		$382K Buy
4,015
+2
+0% +$184 0.49% 60
2025
Q2 		$350K Buy
4,013
+3
+0.1% +$254 0.49% 60
2025
Q1 		$360K Buy
4,010
+2
+0% +$179 0.3% 75
2024
Q4 		$320K Buy
4,008
+2
+0% +$173 0.26% 80
2024
Q3 		$361K Sell
4,006
-12
-0.3% -$1.01K 0.29% 68
2024
Q2 		$316K Buy
4,018
+17
+0.4% +$1.39K 0.32% 70
2024
Q1 		$349K Buy
4,001
+2
+0.1% +$171 0.38% 66
2023
Q4 		$329K Buy
+3,999
New +$305K 0.28% 60

Other funds holding MDT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Northwest Financial Advisors's MDT Position: Q4 2025 in Review

Northwest Financial Advisors sold out of Medtronic (MDT) in Q4 2025, closing a stake of 4,015 shares — an estimated $382K sold.

Northwest Financial Advisors first reported a position in MDT in Q4 2023 and held it in 8 quarters. The position peaked at $382K in Q3 2025. 2,312 funds tracked by Wall St. Rank hold MDT as of Q4 2025.

  • Northwest Financial Advisors reported no remaining Medtronic position as of Q4 2025 after selling out during the quarter.
  • Northwest Financial Advisors sold 4,015 Medtronic shares in Q4 2025, an estimated $382K.
  • Northwest Financial Advisors first reported a position in Medtronic in Q4 2023 and held it in 8 quarters.
  • Northwest Financial Advisors's Medtronic position peaked at $382K in Q3 2025.
  • 2,312 funds tracked by Wall St. Rank held Medtronic as of Q4 2025.

Based on Northwest Financial Advisors's 13F filing for Q4 2025, filed 26 Jan 2026.