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TruNorth Capital Management’s Medtronic MDT Stock Holding History

TruNorth Capital Management’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
-205
Closed -$19.5K – 274
2025
Q3 		$19.5K Buy
+205
New +$18.8K ﹤0.01% 291
2024
Q4 		– Sell
-2
Closed -$180 – 403
2024
Q3 		$180 Hold
2
– – ﹤0.01% 392
2024
Q2 		$157 Buy
+2
New +$164 ﹤0.01% 355

Other funds holding MDT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

TruNorth Capital Management's MDT Position: Q4 2025 in Review

TruNorth Capital Management sold out of Medtronic (MDT) in Q4 2025, closing a stake of 205 shares — an estimated $19.5K sold.

TruNorth Capital Management first reported a position in MDT in Q2 2024 and held it in 3 quarters. The position peaked at $19.5K in Q3 2025. 2,312 funds tracked by Wall St. Rank hold MDT as of Q4 2025.

  • TruNorth Capital Management reported no remaining Medtronic position as of Q4 2025 after selling out during the quarter.
  • TruNorth Capital Management sold 205 Medtronic shares in Q4 2025, an estimated $19.5K.
  • TruNorth Capital Management first reported a position in Medtronic in Q2 2024 and held it in 3 quarters.
  • TruNorth Capital Management's Medtronic position peaked at $19.5K in Q3 2025.
  • 2,312 funds tracked by Wall St. Rank held Medtronic as of Q4 2025.

Based on TruNorth Capital Management's 13F filing for Q4 2025, filed 11 Feb 2026.