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Principia Wealth Advisory’s Medtronic MDT Stock Holding History

Principia Wealth Advisory’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 		$132K Buy
1,370
+8
+0.6% +$777 0.08% 91
2025
Q3 		$130K Buy
1,362
+5
+0.4% +$460 0.09% 90
2025
Q2 		$118K Buy
1,357
+13
+1% +$1.1K 0.1% 85
2025
Q1 		$115K Buy
1,344
+27
+2% +$2.42K 0.11% 67
2024
Q4 		$105K Buy
+1,317
New +$114K 0.1% 65

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

Principia Wealth Advisory's MDT Position: Q4 2025 in Review

Principia Wealth Advisory increased its Medtronic (MDT) stake by 0.59% in Q4 2025, buying an estimated $777 and bringing the position to 1,370 shares worth $132K. The position accounts for 0.08% of the portfolio, ranked #91.

Principia Wealth Advisory first reported a position in MDT in Q4 2024 and has held it in 5 quarters since. 2,314 funds tracked by Wall St. Rank hold MDT as of Q4 2025.

  • Principia Wealth Advisory held 1,370 shares of Medtronic worth $132K as of Q4 2025.
  • Principia Wealth Advisory bought 8 Medtronic shares in Q4 2025, an estimated $777.
  • Medtronic made up 0.08% of Principia Wealth Advisory's portfolio in Q4 2025, its #91 holding.
  • Principia Wealth Advisory first reported a position in Medtronic in Q4 2024 and has held it in 5 quarters since.
  • 2,314 funds tracked by Wall St. Rank held Medtronic as of Q4 2025.

Based on Principia Wealth Advisory's 13F filing for Q4 2025, filed 10 Feb 2026.