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Sierra Ocean’s Medtronic MDT Stock Holding History

Sierra Ocean’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
-2,604
Closed -$248K – 65
2025
Q3 		$248K Sell
2,604
-58
-2% -$5.33K 0.21% 56
2025
Q2 		$232K Sell
2,662
-97
-4% -$8.23K 0.17% 61
2025
Q1 		$248K Buy
2,759
+16
+0.6% +$1.43K 0.2% 52
2024
Q4 		$219K Buy
+2,743
New +$237K 0.18% 62

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

Sierra Ocean's MDT Position: Q4 2025 in Review

Sierra Ocean sold out of Medtronic (MDT) in Q4 2025, closing a stake of 2,604 shares — an estimated $248K sold.

Sierra Ocean first reported a position in MDT in Q4 2024 and held it in 4 quarters. The position peaked at $248K in Q3 2025. 2,312 funds tracked by Wall St. Rank hold MDT as of Q4 2025.

  • Sierra Ocean reported no remaining Medtronic position as of Q4 2025 after selling out during the quarter.
  • Sierra Ocean sold 2,604 Medtronic shares in Q4 2025, an estimated $248K.
  • Sierra Ocean first reported a position in Medtronic in Q4 2024 and held it in 4 quarters.
  • Sierra Ocean's Medtronic position peaked at $248K in Q3 2025.
  • 2,312 funds tracked by Wall St. Rank held Medtronic as of Q4 2025.

Based on Sierra Ocean's 13F filing for Q4 2025, filed 6 Feb 2026.