TritonPoint Wealth
MDT icon

TritonPoint Wealth’s Medtronic MDT Stock Holding History

TritonPoint 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
2026
Q3 		$348K Buy
4,028
+582
+17% +$51.3K 0.03% 218
2026
Q2 		$270K Sell
3,446
-398
-10% -$32.1K 0.03% 248
2026
Q1 		$336K Sell
3,844
-170
-4% -$16.3K 0.04% 208
2025
Q4 		$388K Sell
4,014
-1,737
-30% -$169K 0.04% 199
2025
Q3 		$552K Buy
5,751
+181
+3% +$16.6K 0.05% 209
2025
Q2 		$490K Sell
5,570
-1,110
-17% -$94.1K 0.05% 216
2025
Q1 		$605K Buy
6,680
+1,118
+20% +$100K 0.06% 193
2024
Q4 		$448K Sell
5,562
-810
-13% -$70.1K 0.04% 220
2024
Q3 		$574K Sell
6,372
-5,225
-45% -$440K 0.05% 197
2024
Q2 		$921K Sell
11,597
-2,618
-18% -$215K 0.09% 151
2024
Q1 		$1.05M Buy
14,215
+1,398
+11% +$119K 0.11% 142
2023
Q4 		$1.06M Buy
+12,817
New +$977K 0.1% 144

Other funds holding MDT

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

TritonPoint Wealth's MDT Position: Q3 2026 in Review

TritonPoint Wealth increased its Medtronic (MDT) stake by 17% in Q3 2026, buying an estimated $51.3K and bringing the position to 4,028 shares worth $348K. The position accounts for 0.03% of the portfolio, ranked #218.

TritonPoint Wealth first reported a position in MDT in Q4 2023 and has held it in 12 quarters since. The position peaked at $1.06M in Q4 2023. 1,676 funds tracked by Wall St. Rank hold MDT as of Q3 2026.

  • TritonPoint Wealth held 4,028 shares of Medtronic worth $348K as of Q3 2026.
  • TritonPoint Wealth bought 582 Medtronic shares in Q3 2026, an estimated $51.3K.
  • Medtronic made up 0.03% of TritonPoint Wealth's portfolio in Q3 2026, its #218 holding.
  • TritonPoint Wealth first reported a position in Medtronic in Q4 2023 and has held it in 12 quarters since.
  • TritonPoint Wealth's Medtronic position peaked at $1.06M in Q4 2023.
  • 1,676 funds tracked by Wall St. Rank held Medtronic as of Q3 2026.

Based on TritonPoint Wealth's 13F filing for Q3 2026, filed 19 Oct 2026.