Stephens Consulting’s Medtronic MDT Stock Holding History

Stephens Consulting’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	$9.61K	Hold	100	–	–	﹤0.01%	242
2025 Q3	$9.52K	Sell	100 -222	-69%	-$20.4K	﹤0.01%	226
2025 Q2	$28.1K	Sell	322 -9	-3%	-$763	0.01%	238
2025 Q1	$29.7K	Sell	331 -13	-4%	-$1.16K	0.01%	226
2024 Q4	$27.5K	Buy	344 +204	+146%	+$17.7K	0.01%	239
2024 Q3	$12.6K	Hold	140	–	–	﹤0.01%	312
2024 Q2	$11K	Hold	140	–	–	﹤0.01%	326
2024 Q1	$12.2K	Hold	140	–	–	﹤0.01%	293
2023 Q4	$11.5K	Hold	140	–	–	﹤0.01%	300
2023 Q3	$11K	Hold	140	–	–	﹤0.01%	302
2023 Q2	$12.3K	Hold	140	–	–	﹤0.01%	289
2023 Q1	$11.3K	Sell	140 -56	-29%	-$4.56K	0.01%	305
2022 Q4	$15.2K	Sell	196 -112	-36%	-$9.08K	0.01%	249
2022 Q3	$24.9K	Hold	308	–	–	0.02%	234
2022 Q2	$27.6K	Hold	308	–	–	0.02%	220
2022 Q1	$34.2K	Sell	308 -50	-14%	-$5.28K	0.03%	223
2021 Q4	$37K	Buy	+358	New	+$41.5K	0.03%	232

Other funds holding MDT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Stephens Consulting's MDT Position: Q4 2025 in Review

Stephens Consulting held its Medtronic (MDT) position steady in Q4 2025 at 100 shares worth $9.61K. The position accounts for ﹤0.01% of the portfolio, ranked #242.

Stephens Consulting first reported a position in MDT in Q4 2021 and has held it in 17 quarters since. The position peaked at $37K in Q4 2021. 2,303 funds tracked by Wall St. Rank hold MDT as of Q4 2025.

Stephens Consulting held 100 shares of Medtronic worth $9.61K as of Q4 2025.
Stephens Consulting left its Medtronic share count unchanged in Q4 2025.
Medtronic made up ﹤0.01% of Stephens Consulting's portfolio in Q4 2025, its #242 holding.
Stephens Consulting first reported a position in Medtronic in Q4 2021 and has held it in 17 quarters since.
Stephens Consulting's Medtronic position peaked at $37K in Q4 2021.
2,303 funds tracked by Wall St. Rank held Medtronic as of Q4 2025.

Based on Stephens Consulting's 13F filing for Q4 2025, filed 13 Jan 2026.