Trifecta Capital Advisors’s Medtronic MDT Stock Holding History

Trifecta Capital 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
2025 Q4	–	Sell	-37	Closed	-$3.52K	–	373
2025 Q3	$3.52K	Hold	37	–	–	﹤0.01%	288
2025 Q2	$3.23K	Hold	37	–	–	﹤0.01%	298
2025 Q1	$3.33K	Hold	37	–	–	﹤0.01%	258
2024 Q4	$2.96K	Hold	37	–	–	﹤0.01%	265
2024 Q3	$3.33K	Sell	37 -180	-83%	-$15.1K	﹤0.01%	264
2024 Q2	$17.1K	Hold	217	–	–	﹤0.01%	198
2024 Q1	$18.9K	Hold	217	–	–	﹤0.01%	180
2023 Q4	$17.9K	Sell	217 -8	-4%	-$610	﹤0.01%	182
2023 Q3	$17.6K	Buy	225 +180	+400%	+$15.1K	0.01%	185
2023 Q2	$3.96K	Hold	45	–	–	﹤0.01%	239
2023 Q1	$3.63K	Hold	45	–	–	﹤0.01%	243
2022 Q4	$3.5K	Buy	+45	New	+$3.65K	﹤0.01%	247

Other funds holding MDT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

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

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Trifecta Capital Advisors's MDT Position: Q4 2025 in Review

Trifecta Capital Advisors sold out of Medtronic (MDT) in Q4 2025, closing a stake of 37 shares — an estimated $3.52K sold.

Trifecta Capital Advisors first reported a position in MDT in Q4 2022 and held it in 12 quarters. The position peaked at $18.9K in Q1 2024. 2,312 funds tracked by Wall St. Rank hold MDT as of Q4 2025.

Trifecta Capital Advisors reported no remaining Medtronic position as of Q4 2025 after selling out during the quarter.
Trifecta Capital Advisors sold 37 Medtronic shares in Q4 2025, an estimated $3.52K.
Trifecta Capital Advisors first reported a position in Medtronic in Q4 2022 and held it in 12 quarters.
Trifecta Capital Advisors's Medtronic position peaked at $18.9K in Q1 2024.
2,312 funds tracked by Wall St. Rank held Medtronic as of Q4 2025.

Based on Trifecta Capital Advisors's 13F filing for Q4 2025, filed 30 Jan 2026.