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Phoenix Wealth Advisors’s Medtronic MDT Stock Holding History

Phoenix 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
2026
Q1 		– Sell
-25,868
Closed -$2.48M – 129
2025
Q4 		$2.48M Sell
25,868
-482
-2% -$46.8K 0.96% 27
2025
Q3 		$2.51M Sell
26,350
-902
-3% -$82.9K 0.96% 29
2025
Q2 		$2.38M Sell
27,252
-1,072
-4% -$90.9K 0.99% 34
2025
Q1 		$2.55M Sell
28,324
-279
-1% -$25K 1.11% 30
2024
Q4 		$2.28M Sell
28,603
-1,274
-4% -$110K 0.99% 34
2024
Q3 		$2.69M Sell
29,877
-293
-1% -$24.6K 1.25% 27
2024
Q2 		$2.37M Buy
30,170
+362
+1% +$29.7K 1.19% 27
2024
Q1 		$2.6M Buy
29,808
+792
+3% +$67.6K 1.58% 25
2023
Q4 		$2.4M Sell
29,016
-2,176
-7% -$166K 1.67% 24
2023
Q3 		$2.44M Buy
31,192
+803
+3% +$67.2K 1.44% 17
2023
Q2 		$2.68M Sell
30,389
-490
-2% -$42.2K 1.56% 15
2023
Q1 		$2.49M Buy
+30,879
New +$2.52M 1.54% 19
2022
Q3 		– Sell
-8,179
Closed -$734K – 117
2022
Q2 		$734K Buy
+8,179
New +$829K 0.72% 34
2022
Q1 		– Sell
-5,301
Closed -$548K – 116
2021
Q4 		$548K Buy
5,301
+2,581
+95% +$299K 0.41% 58
2021
Q3 		$341K Buy
2,720
+85
+3% +$11K 0.25% 82
2021
Q2 		$335K Buy
2,635
+212
+9% +$26.6K 0.24% 88
2021
Q1 		$286K Buy
2,423
+546
+29% +$64K 0.22% 85
2020
Q4 		$220K Buy
+1,877
New +$207K 0.17% 104

Other funds holding MDT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Phoenix Wealth Advisors's MDT Position: Q1 2026 in Review

Phoenix Wealth Advisors sold out of Medtronic (MDT) in Q1 2026, closing a stake of 25,868 shares — an estimated $2.48M sold.

Phoenix Wealth Advisors first reported a position in MDT in Q4 2020 and held it in 18 quarters. The position peaked at $2.69M in Q3 2024. 2,229 funds tracked by Wall St. Rank hold MDT as of Q1 2026.

  • Phoenix Wealth Advisors reported no remaining Medtronic position as of Q1 2026 after selling out during the quarter.
  • Phoenix Wealth Advisors sold 25,868 Medtronic shares in Q1 2026, an estimated $2.48M.
  • Phoenix Wealth Advisors first reported a position in Medtronic in Q4 2020 and held it in 18 quarters.
  • Phoenix Wealth Advisors's Medtronic position peaked at $2.69M in Q3 2024.
  • 2,229 funds tracked by Wall St. Rank held Medtronic as of Q1 2026.

Based on Phoenix Wealth Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.