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Tred Avon Family Wealth’s Medtronic MDT Stock Holding History

Tred Avon Family Wealth’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
Q2 		$428K Sell
5,474
-823
-13% -$66.4K 0.13% 190
2026
Q1 		$546K Sell
6,297
-79
-1% -$7.57K 0.18% 160
2025
Q4 		$613K Buy
6,376
+1,686
+36% +$164K 0.2% 139
2025
Q3 		$447K Buy
+4,690
New +$431K 0.15% 159

Other funds holding MDT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Tred Avon Family Wealth's MDT Position: Q2 2026 in Review

Tred Avon Family Wealth reduced its Medtronic (MDT) stake by 13% in Q2 2026, selling an estimated $66.4K and leaving 5,474 shares worth $428K. The position accounts for 0.13% of the portfolio, ranked #190.

Tred Avon Family Wealth first reported a position in MDT in Q3 2025 and has held it in 4 quarters since. The position peaked at $613K in Q4 2025. 2,146 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • Tred Avon Family Wealth held 5,474 shares of Medtronic worth $428K as of Q2 2026.
  • Tred Avon Family Wealth sold 823 Medtronic shares in Q2 2026, an estimated $66.4K.
  • Medtronic made up 0.13% of Tred Avon Family Wealth's portfolio in Q2 2026, its #190 holding.
  • Tred Avon Family Wealth first reported a position in Medtronic in Q3 2025 and has held it in 4 quarters since.
  • Tred Avon Family Wealth's Medtronic position peaked at $613K in Q4 2025.
  • 2,146 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Tred Avon Family Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.