True North Advisors’s Medtronic MDT Stock Holding History

True North Advisors’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
2025 Q4	–	Sell	-4,106	Closed	-$391K	–	265
2025 Q3	$391K	Buy	+4,106	New	+$377K	0.06%	151
2023 Q2	–	Sell	-4,015	Closed	-$324K	–	226
2023 Q1	$324K	Sell	4,015 -1,514	-27%	-$123K	0.1%	152
2022 Q4	$430K	Hold	5,529	–	–	0.15%	113
2022 Q3	$446K	Sell	5,529 -1,164	-17%	-$105K	0.15%	120
2022 Q2	$600K	Buy	6,693 +623	+10%	+$63.1K	0.19%	107
2022 Q1	$673K	Buy	6,070 +480	+9%	+$50.7K	0.18%	106
2021 Q4	$578K	Sell	5,590 -145	-3%	-$16.8K	0.1%	147
2021 Q3	$718K	Buy	5,735 +178	+3%	+$23K	0.14%	125
2021 Q2	$689K	Sell	5,557 -66	-1%	-$8.29K	0.14%	125
2021 Q1	$664K	Hold	5,623	–	–	0.16%	111
2020 Q4	$658K	Sell	5,623 -514	-8%	-$56.6K	0.17%	102
2020 Q3	$637K	Buy	6,137 +533	+10%	+$53.5K	0.19%	96
2020 Q2	$513K	Buy	+5,604	New	+$537K	0.12%	116

Other funds holding MDT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

True North Advisors's MDT Position: Q4 2025 in Review

True North Advisors sold out of Medtronic (MDT) in Q4 2025, closing a stake of 4,106 shares — an estimated $391K sold.

True North Advisors first reported a position in MDT in Q2 2020 and held it in 13 quarters. The position peaked at $718K in Q3 2021. 2,312 funds tracked by Wall St. Rank hold MDT as of Q4 2025.

True North Advisors reported no remaining Medtronic position as of Q4 2025 after selling out during the quarter.
True North Advisors sold 4,106 Medtronic shares in Q4 2025, an estimated $391K.
True North Advisors first reported a position in Medtronic in Q2 2020 and held it in 13 quarters.
True North Advisors's Medtronic position peaked at $718K in Q3 2021.
2,312 funds tracked by Wall St. Rank held Medtronic as of Q4 2025.

Based on True North Advisors's 13F filing for Q4 2025, filed 22 Jan 2026.