Trinity Legacy Partners’s Medtronic MDT Stock Holding History

Trinity Legacy 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 Q2	$530K	Buy	6,340 +172	+3%	+$13.9K	0.11%	79
2026 Q1	$544K	Sell	6,168 -56,169	-90%	-$5.38M	0.12%	82
2025 Q4	$5.99M	Buy	62,337 +691	+1%	+$67.1K	1.37%	26
2025 Q3	$5.59M	Buy	61,646 +1,487	+2%	+$137K	1.29%	32
2025 Q2	$5.4M	Buy	60,159 +708	+1%	+$60K	1.31%	28
2025 Q1	$5.06M	Buy	59,451 +16,713	+39%	+$1.5M	1.28%	32
2024 Q4	$3.41M	Sell	42,738 -13,154	-24%	-$1.14M	0.88%	51
2024 Q3	$5.03M	Buy	55,892 +4,181	+8%	+$352K	1.29%	33
2024 Q2	$4.07M	Buy	51,711 +3,647	+8%	+$299K	1.16%	37
2024 Q1	$4.19M	Buy	+48,064	New	+$4.1M	1.23%	33
2023 Q2	–	Sell	-2,611	Closed	-$210K	–	90
2023 Q1	$210K	Buy	+2,611	New	+$213K	0.08%	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

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

JP Morgan Chase New York $1.81T AUM 41.13% 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

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Trinity Legacy Partners's MDT Position: Q2 2026 in Review

Trinity Legacy Partners increased its Medtronic (MDT) stake by 2.8% in Q2 2026, buying an estimated $13.9K and bringing the position to 6,340 shares worth $530K. The position accounts for 0.11% of the portfolio, ranked #79.

Trinity Legacy Partners first reported a position in MDT in Q1 2023 and has held it in 11 quarters since. The position peaked at $5.99M in Q4 2025. 2,133 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

Trinity Legacy Partners held 6,340 shares of Medtronic worth $530K as of Q2 2026.
Trinity Legacy Partners bought 172 Medtronic shares in Q2 2026, an estimated $13.9K.
Medtronic made up 0.11% of Trinity Legacy Partners's portfolio in Q2 2026, its #79 holding.
Trinity Legacy Partners first reported a position in Medtronic in Q1 2023 and has held it in 11 quarters since.
Trinity Legacy Partners's Medtronic position peaked at $5.99M in Q4 2025.
2,133 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Trinity Legacy Partners's 13F filing for Q2 2026, filed 24 Jul 2026.