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Triad Wealth Partners’s Medtronic MDT Stock Holding History

Triad Wealth Partners’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 		$346K Sell
3,989
-488
-11% -$46.8K 0.03% 361
2025
Q4 		$430K Buy
4,477
+1,076
+32% +$105K 0.04% 296
2025
Q3 		$324K Buy
3,401
+628
+23% +$57.7K 0.04% 272
2025
Q2 		$242K Sell
2,773
-362
-12% -$30.7K 0.05% 250
2025
Q1 		$282K Buy
3,135
+362
+13% +$32.4K 0.09% 172
2024
Q4 		$221K Buy
+2,773
New +$240K 0.08% 166
2024
Q3 		– Sell
-2,290
Closed -$180K – 555
2024
Q2 		$180K Buy
+2,290
New +$188K 0.09% 103

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 $298B AUM 21.96% 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

Triad Wealth Partners's MDT Position: Q1 2026 in Review

Triad Wealth Partners reduced its Medtronic (MDT) stake by 11% in Q1 2026, selling an estimated $46.8K and leaving 3,989 shares worth $346K. The position accounts for 0.03% of the portfolio, ranked #361.

Triad Wealth Partners first reported a position in MDT in Q2 2024 and has held it in 7 quarters since. The position peaked at $430K in Q4 2025. 2,229 funds tracked by Wall St. Rank hold MDT as of Q1 2026.

  • Triad Wealth Partners held 3,989 shares of Medtronic worth $346K as of Q1 2026.
  • Triad Wealth Partners sold 488 Medtronic shares in Q1 2026, an estimated $46.8K.
  • Medtronic made up 0.03% of Triad Wealth Partners's portfolio in Q1 2026, its #361 holding.
  • Triad Wealth Partners first reported a position in Medtronic in Q2 2024 and has held it in 7 quarters since.
  • Triad Wealth Partners's Medtronic position peaked at $430K in Q4 2025.
  • 2,229 funds tracked by Wall St. Rank held Medtronic as of Q1 2026.

Based on Triad Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.