Three Bridge Wealth Advisors’s Medtronic MDT Stock Holding History

Three Bridge 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
2026 Q1	$1.69M	Sell	19,375 -731	-4%	-$70K	0.46%	31
2025 Q4	$1.95M	Buy	20,106 +70	+0.3%	+$6.8K	0.51%	30
2025 Q3	$1.92M	Sell	20,036 -979	-5%	-$90K	0.5%	30
2025 Q2	$1.85M	Buy	21,015 +2,472	+13%	+$210K	0.49%	31
2025 Q1	$1.68M	Buy	18,543 +996	+6%	+$89.1K	0.58%	30
2024 Q4	$1.41M	Sell	17,547 -548	-3%	-$47.4K	0.5%	35
2024 Q3	$1.64M	Buy	18,095 +1,248	+7%	+$105K	0.61%	31
2024 Q2	$1.34M	Sell	16,847 -760	-4%	-$62.3K	0.53%	35
2024 Q1	$1.55M	Buy	17,607 +3,676	+26%	+$314K	0.61%	32
2023 Q4	$1.16M	Sell	13,931 -3,331	-19%	-$254K	0.4%	36
2023 Q3	$1.36M	Buy	17,262 +3,202	+23%	+$268K	0.57%	32
2023 Q2	$1.25M	Sell	14,060 -1,511	-10%	-$130K	0.53%	34
2023 Q1	$1.27M	Buy	15,571 +6,023	+63%	+$491K	0.59%	34
2022 Q4	$749K	Sell	9,548 -4,564	-32%	-$370K	0.4%	45
2022 Q3	$1.15M	Buy	14,112 +505	+4%	+$45.4K	0.58%	35
2022 Q2	$1.23M	Buy	13,607 +335	+3%	+$33.9K	0.6%	37
2022 Q1	$1.48M	Buy	+13,272	New	+$1.4M	0.41%	31

Other funds holding MDT

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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

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

Three Bridge Wealth Advisors's MDT Position: Q1 2026 in Review

Three Bridge Wealth Advisors reduced its Medtronic (MDT) stake by 3.6% in Q1 2026, selling an estimated $70K and leaving 19,375 shares worth $1.69M. The position accounts for 0.46% of the portfolio, ranked #31.

Three Bridge Wealth Advisors first reported a position in MDT in Q1 2022 and has held it in 17 quarters since. The position peaked at $1.95M in Q4 2025. 2,229 funds tracked by Wall St. Rank hold MDT as of Q1 2026.

Three Bridge Wealth Advisors held 19,375 shares of Medtronic worth $1.69M as of Q1 2026.
Three Bridge Wealth Advisors sold 731 Medtronic shares in Q1 2026, an estimated $70K.
Medtronic made up 0.46% of Three Bridge Wealth Advisors's portfolio in Q1 2026, its #31 holding.
Three Bridge Wealth Advisors first reported a position in Medtronic in Q1 2022 and has held it in 17 quarters since.
Three Bridge Wealth Advisors's Medtronic position peaked at $1.95M in Q4 2025.
2,229 funds tracked by Wall St. Rank held Medtronic as of Q1 2026.

Based on Three Bridge Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.