Trivium Point Advisory’s Medtronic MDT Stock Holding History

Trivium Point Advisory’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	$950K	Sell	12,147 -3,613	-23%	-$291K	0.09%	193
2026 Q1	$1.37M	Sell	15,760 -45,117	-74%	-$4.32M	0.25%	101
2025 Q4	$5.85M	Buy	60,877 +10,440	+21%	+$1.01M	0.59%	47
2025 Q3	$4.8M	Buy	50,437 +24,632	+95%	+$2.26M	0.49%	53
2025 Q2	$2.25M	Buy	25,805 +5,683	+28%	+$482K	0.24%	106
2025 Q1	$1.81M	Buy	+20,122	New	+$1.8M	0.22%	116
2022 Q1	–	Sell	-2,028	Closed	-$210K	–	244
2021 Q4	$210K	Buy	2,028 +224	+12%	+$25.9K	0.04%	226
2021 Q3	$229K	Buy	+1,804	New	+$233K	0.05%	206
2020 Q2	–	Sell	-2,565	Closed	-$255K	–	163
2020 Q1	$255K	Buy	+2,565	New	+$273K	0.13%	121

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

Trivium Point Advisory's MDT Position: Q2 2026 in Review

Trivium Point Advisory reduced its Medtronic (MDT) stake by 23% in Q2 2026, selling an estimated $291K and leaving 12,147 shares worth $950K. The position accounts for 0.09% of the portfolio, ranked #193.

Trivium Point Advisory first reported a position in MDT in Q1 2020 and has held it in 9 quarters since. The position peaked at $5.85M in Q4 2025. 2,132 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

Trivium Point Advisory held 12,147 shares of Medtronic worth $950K as of Q2 2026.
Trivium Point Advisory sold 3,613 Medtronic shares in Q2 2026, an estimated $291K.
Medtronic made up 0.09% of Trivium Point Advisory's portfolio in Q2 2026, its #193 holding.
Trivium Point Advisory first reported a position in Medtronic in Q1 2020 and has held it in 9 quarters since.
Trivium Point Advisory's Medtronic position peaked at $5.85M in Q4 2025.
2,132 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Trivium Point Advisory's 13F filing for Q2 2026, filed 6 Aug 2026.