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TrinityPoint Wealth’s Medtronic MDT Stock Holding History

TrinityPoint Wealth’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
2024
Q4 		$3.67M Buy
45,962
+2,199
+5% +$190K 0.52% 50
2024
Q3 		$3.94M Buy
43,763
+64
+0.1% +$5.38K 0.57% 44
2024
Q2 		$3.44M Buy
43,699
+4,193
+11% +$344K 0.54% 46
2024
Q1 		$3.44M Buy
39,506
+1,112
+3% +$94.9K 0.57% 45
2023
Q4 		$3.16M Sell
38,394
-15,346
-29% -$1.17M 0.57% 40
2023
Q3 		$4.21M Buy
53,740
+279
+0.5% +$23.4K 0.84% 23
2023
Q2 		$4.71M Buy
53,461
+5,068
+10% +$436K 0.92% 22
2023
Q1 		$3.9M Buy
48,393
+17,042
+54% +$1.39M 0.84% 26
2022
Q4 		$2.44M Sell
31,351
-3,301
-10% -$268K 0.55% 49
2022
Q3 		$2.8M Buy
34,652
+15,181
+78% +$1.36M 0.64% 36
2022
Q2 		$1.75M Buy
19,471
+312
+2% +$31.6K 0.39% 66
2022
Q1 		$2.13M Sell
19,159
-3,802
-17% -$402K 0.39% 62
2021
Q4 		$2.38M Sell
22,961
-586
-2% -$67.9K 0.42% 59
2021
Q3 		$2.95M Buy
23,547
+194
+0.8% +$25.1K 0.56% 50
2021
Q2 		$2.9M Buy
23,353
+692
+3% +$86.9K 0.59% 48
2021
Q1 		$2.68M Sell
22,661
-3
-0% -$352 0.62% 45
2020
Q4 		$2.65M Sell
22,664
-285
-1% -$31.4K 0.64% 46
2020
Q3 		$2.38M Buy
22,949
+726
+3% +$72.9K 0.66% 42
2020
Q2 		$2.04M Buy
22,223
+1,378
+7% +$132K 0.64% 41
2020
Q1 		$1.88M Buy
20,845
+359
+2% +$38.2K 0.74% 34
2019
Q4 		$2.32M Sell
20,486
-462
-2% -$50.7K 0.78% 31
2019
Q3 		$2.25M Buy
20,948
+39
+0.2% +$4.07K 0.78% 32
2019
Q2 		$2.14M Sell
20,909
-925
-4% -$84.5K 1.03% 25
2019
Q1 		$1.99M Buy
21,834
+1,828
+9% +$164K 0.98% 24
2018
Q4 		$1.82M Buy
+20,006
New +$1.87M 1.12% 20

Other funds holding MDT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

TrinityPoint Wealth's MDT Position: Q4 2024 in Review

TrinityPoint Wealth increased its Medtronic (MDT) stake by 5% in Q4 2024, buying an estimated $190K and bringing the position to 45,962 shares worth $3.67M. The position accounts for 0.52% of the portfolio, ranked #50.

TrinityPoint Wealth first reported a position in MDT in Q4 2018 and has held it in 25 quarters since. The position peaked at $4.71M in Q2 2023. 2,123 funds tracked by Wall St. Rank hold MDT as of Q4 2024.

  • TrinityPoint Wealth held 45,962 shares of Medtronic worth $3.67M as of Q4 2024.
  • TrinityPoint Wealth bought 2,199 Medtronic shares in Q4 2024, an estimated $190K.
  • Medtronic made up 0.52% of TrinityPoint Wealth's portfolio in Q4 2024, its #50 holding.
  • TrinityPoint Wealth first reported a position in Medtronic in Q4 2018 and has held it in 25 quarters since.
  • TrinityPoint Wealth's Medtronic position peaked at $4.71M in Q2 2023.
  • 2,123 funds tracked by Wall St. Rank held Medtronic as of Q4 2024.

Based on TrinityPoint Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.