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Trust Investment Advisors’s Medtronic MDT Stock Holding History

Trust Investment 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
2026
Q1 		– Sell
-2,138
Closed -$205K – 94
2025
Q4 		$205K Sell
2,138
-251
-11% -$24.4K 0.11% 87
2025
Q3 		$227K Buy
2,389
+12
+0.5% +$1.1K 0.13% 89
2025
Q2 		$207K Buy
2,377
+12
+0.5% +$1.02K 0.13% 115
2025
Q1 		$213K Buy
+2,365
New +$212K 0.14% 102
2016
Q3 		– Sell
-13,890
Closed -$1.21M – 87
2016
Q2 		$1.21M Sell
13,890
-800
-5% -$64.7K 1.42% 22
2016
Q1 		$1.1M Sell
14,690
-430
-3% -$32.4K 1.24% 38
2015
Q4 		$1.16M Hold
15,120
– – 1.4% 25
2015
Q3 		$1.01M Buy
15,120
+9
+0.1% +$663 1.15% 41
2015
Q2 		$1.12M Buy
15,111
+1,560
+12% +$119K 1.14% 45
2015
Q1 		$1.06M Sell
13,551
-2,260
-14% -$171K 1.05% 49
2014
Q4 		$1.14M Sell
15,811
-4,609
-23% -$320K 1.17% 40
2014
Q3 		$1.26M Buy
20,420
+520
+3% +$33.1K 1.22% 37
2014
Q2 		$1.27M Buy
19,900
+1,400
+8% +$85K 1.22% 37
2014
Q1 		$1.14M Sell
18,500
-2,800
-13% -$163K 1.14% 46
2013
Q4 		$1.22M Buy
+21,300
New +$1.21M 1.26% 33

Other funds holding MDT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Trust Investment Advisors's MDT Position: Q1 2026 in Review

Trust Investment Advisors sold out of Medtronic (MDT) in Q1 2026, closing a stake of 2,138 shares — an estimated $205K sold.

Trust Investment Advisors first reported a position in MDT in Q4 2013 and held it in 15 quarters. The position peaked at $1.27M in Q2 2014. 2,229 funds tracked by Wall St. Rank hold MDT as of Q1 2026.

  • Trust Investment Advisors reported no remaining Medtronic position as of Q1 2026 after selling out during the quarter.
  • Trust Investment Advisors sold 2,138 Medtronic shares in Q1 2026, an estimated $205K.
  • Trust Investment Advisors first reported a position in Medtronic in Q4 2013 and held it in 15 quarters.
  • Trust Investment Advisors's Medtronic position peaked at $1.27M in Q2 2014.
  • 2,229 funds tracked by Wall St. Rank held Medtronic as of Q1 2026.

Based on Trust Investment Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.