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Trilogy Capital’s Medtronic MDT Stock Holding History

Trilogy Capital’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 		$3.23M Buy
41,322
+2,843
+7% +$229K 0.13% 133
2026
Q1 		$3.33M Buy
38,479
+748
+2% +$71.7K 0.15% 112
2025
Q4 		$3.62M Buy
37,731
+30,679
+435% +$2.98M 0.16% 102
2025
Q3 		$672K Buy
7,052
+70
+1% +$6.43K 0.03% 214
2025
Q2 		$609K Buy
6,982
+202
+3% +$17.1K 0.03% 215
2025
Q1 		$609K Sell
6,780
-42
-0.6% -$3.76K 0.03% 207
2024
Q4 		$545K Buy
6,822
+2,740
+67% +$237K 0.03% 219
2024
Q3 		$368K Buy
4,082
+192
+5% +$16.2K 0.02% 259
2024
Q2 		$306K Buy
3,890
+1,395
+56% +$114K 0.02% 267
2024
Q1 		$217K Sell
2,495
-225
-8% -$19.2K 0.01% 282
2023
Q4 		$224K Buy
+2,720
New +$207K 0.01% 252
2023
Q3 		– Sell
-2,341
Closed -$208K – 268
2023
Q2 		$208K Buy
+2,341
New +$202K 0.01% 264
2018
Q4 		– Sell
-177
Closed -$17K – 395
2018
Q3 		$17K Buy
177
+39
+28% +$3.61K ﹤0.01% 283
2018
Q2 		$12K Buy
138
+55
+66% +$4.59K ﹤0.01% 283
2018
Q1 		$7K Buy
+83
New +$6.85K ﹤0.01% 289

Other funds holding MDT

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
MAA
Matrix Asset Advisors White Plains, New York $1.23B AUM 26.4% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Trilogy Capital's MDT Position: Q2 2026 in Review

Trilogy Capital increased its Medtronic (MDT) stake by 7.4% in Q2 2026, buying an estimated $229K and bringing the position to 41,322 shares worth $3.23M. The position accounts for 0.13% of the portfolio, ranked #133.

Trilogy Capital first reported a position in MDT in Q1 2018 and has held it in 15 quarters since. The position peaked at $3.62M in Q4 2025. 372 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • Trilogy Capital held 41,322 shares of Medtronic worth $3.23M as of Q2 2026.
  • Trilogy Capital bought 2,843 Medtronic shares in Q2 2026, an estimated $229K.
  • Medtronic made up 0.13% of Trilogy Capital's portfolio in Q2 2026, its #133 holding.
  • Trilogy Capital first reported a position in Medtronic in Q1 2018 and has held it in 15 quarters since.
  • Trilogy Capital's Medtronic position peaked at $3.62M in Q4 2025.
  • 372 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Trilogy Capital's 13F filing for Q2 2026, filed 6 Jul 2026.