RA
MDT icon

Rise Advisors’s Medtronic MDT Stock Holding History

Rise 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
-773
Closed -$73.6K – 896
2025
Q3 		$73.6K Buy
773
+23
+3% +$2.11K 0.03% 199
2025
Q2 		$65.4K Sell
750
-594
-44% -$50.4K 0.03% 206
2025
Q1 		$121K Buy
1,344
+649
+93% +$58.1K 0.05% 129
2024
Q4 		$55.5K Sell
695
-50
-7% -$4.33K 0.03% 209
2024
Q3 		$67.1K Buy
745
+7
+0.9% +$589 0.03% 190
2024
Q2 		$58.1K Buy
738
+55
+8% +$4.51K 0.03% 212
2024
Q1 		$59.5K Buy
683
+679
+16,975% +$57.9K 0.03% 205
2023
Q4 		$369 Sell
4
-29
-88% -$2.21K ﹤0.01% 577
2023
Q3 		$2.56K Buy
33
+1
+3% +$84 ﹤0.01% 439
2023
Q2 		$2.86K Hold
32
– – ﹤0.01% 476
2023
Q1 		$2.6K Sell
32
-78
-71% -$6.36K ﹤0.01% 538
2022
Q4 		$8.58K Sell
110
-500
-82% -$40.5K 0.01% 371
2022
Q3 		$49K Buy
610
+486
+392% +$43.7K 0.04% 156
2022
Q2 		$11K Hold
124
– – 0.01% 334
2022
Q1 		$14K Sell
124
-13
-9% -$1.37K 0.01% 293
2021
Q4 		$14.1K Buy
+137
New +$15.9K 0.01% 286

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

Rise Advisors's MDT Position: Q4 2025 in Review

Rise Advisors sold out of Medtronic (MDT) in Q4 2025, closing a stake of 773 shares — an estimated $73.6K sold.

Rise Advisors first reported a position in MDT in Q4 2021 and held it in 16 quarters. The position peaked at $121K in Q1 2025. 2,312 funds tracked by Wall St. Rank hold MDT as of Q4 2025.

  • Rise Advisors reported no remaining Medtronic position as of Q4 2025 after selling out during the quarter.
  • Rise Advisors sold 773 Medtronic shares in Q4 2025, an estimated $73.6K.
  • Rise Advisors first reported a position in Medtronic in Q4 2021 and held it in 16 quarters.
  • Rise Advisors's Medtronic position peaked at $121K in Q1 2025.
  • 2,312 funds tracked by Wall St. Rank held Medtronic as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.