TriaGen Wealth Management’s Medtronic MDT Stock Holding History

TriaGen Wealth Management’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	–	Sell	-25,186	Closed	-$2.42M	–	190
2025 Q4	$2.42M	Buy	+25,186	New	+$2.45M	0.63%	35
2021 Q4	–	Sell	-5,690	Closed	-$713K	–	193
2021 Q3	$713K	Hold	5,690	–	–	0.39%	83
2021 Q2	$747K	Hold	5,690	–	–	0.38%	82
2021 Q1	$672K	Sell	5,690 -72	-1%	-$8.44K	0.39%	81
2020 Q4	$675K	Buy	+5,762	New	+$634K	0.4%	82

Other funds holding MDT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

TriaGen Wealth Management's MDT Position: Q1 2026 in Review

TriaGen Wealth Management sold out of Medtronic (MDT) in Q1 2026, closing a stake of 25,186 shares — an estimated $2.42M sold.

TriaGen Wealth Management first reported a position in MDT in Q4 2020 and held it in 5 quarters. The position peaked at $2.42M in Q4 2025. 2,248 funds tracked by Wall St. Rank hold MDT as of Q1 2026.

TriaGen Wealth Management reported no remaining Medtronic position as of Q1 2026 after selling out during the quarter.
TriaGen Wealth Management sold 25,186 Medtronic shares in Q1 2026, an estimated $2.42M.
TriaGen Wealth Management first reported a position in Medtronic in Q4 2020 and held it in 5 quarters.
TriaGen Wealth Management's Medtronic position peaked at $2.42M in Q4 2025.
2,248 funds tracked by Wall St. Rank held Medtronic as of Q1 2026.

Based on TriaGen Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.