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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
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
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Tred Avon Family Wealth's MDT Position: Q1 2026 in Review

Tred Avon Family Wealth reduced its Medtronic (MDT) stake by 1.2% in Q1 2026, selling an estimated $7.57K and leaving 6,297 shares worth $546K. The position accounts for 0.18% of the portfolio, ranked #160.

Tred Avon Family Wealth first reported a position in MDT in Q3 2025 and has held it in 3 quarters since. The position peaked at $613K in Q4 2025. 2,231 funds tracked by Wall St. Rank hold MDT as of Q1 2026.

  • Tred Avon Family Wealth held 6,297 shares of Medtronic worth $546K as of Q1 2026.
  • Tred Avon Family Wealth sold 79 Medtronic shares in Q1 2026, an estimated $7.57K.
  • Medtronic made up 0.18% of Tred Avon Family Wealth's portfolio in Q1 2026, its #160 holding.
  • Tred Avon Family Wealth first reported a position in Medtronic in Q3 2025 and has held it in 3 quarters since.
  • Tred Avon Family Wealth's Medtronic position peaked at $613K in Q4 2025.
  • 2,231 funds tracked by Wall St. Rank held Medtronic as of Q1 2026.

Based on Tred Avon Family Wealth's 13F filing for Q1 2026, filed 22 Apr 2026.