Safe Harbor Wealth Advisors’s Medtronic MDT Stock Holding History

Safe Harbor 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
2025 Q4	$404K	Buy	+4,005	New	+$389K	0.39%	48

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

Safe Harbor Wealth Advisors's MDT Position: Q4 2025 in Review

Safe Harbor Wealth Advisors opened a new position in Medtronic (MDT) in Q4 2025: 4,005 shares worth $404K. The stake represents 0.39% of the portfolio and ranks #48 among its holdings.

2,315 funds tracked by Wall St. Rank hold MDT as of Q4 2025.

Safe Harbor Wealth Advisors held 4,005 shares of Medtronic worth $404K as of Q4 2025.
Medtronic was a new Safe Harbor Wealth Advisors position in Q4 2025.
Medtronic made up 0.39% of Safe Harbor Wealth Advisors's portfolio in Q4 2025, its #48 holding.
2,315 funds tracked by Wall St. Rank held Medtronic as of Q4 2025.

Based on Safe Harbor Wealth Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.