Vantage Wealth’s Medtronic MDT Stock Holding History

Vantage 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
2025 Q4	$19.7M	Sell	205,350 -9,755	-5%	-$948K	4.26%	13
2025 Q3	$20.5M	Sell	215,105 -2,700	-1%	-$248K	4.46%	12
2025 Q2	$19M	Sell	217,805 -6,135	-3%	-$520K	4.3%	13
2025 Q1	$20.1M	Sell	223,940 -2,375	-1%	-$213K	4.55%	5
2024 Q4	$18.1M	Buy	226,315 +18,800	+9%	+$1.63M	3.89%	16
2024 Q3	$18.7M	Sell	207,515 -550	-0.3%	-$46.3K	4.04%	15
2024 Q2	$16.4M	Buy	208,065 +2,445	+1%	+$200K	3.78%	18
2024 Q1	$17.9M	Sell	205,620 -24,085	-10%	-$2.06M	4.18%	12
2023 Q4	$18.9M	Buy	229,705 +51,560	+29%	+$3.93M	4.16%	13
2023 Q3	$14M	Buy	178,145 +5,810	+3%	+$486K	3.5%	19
2023 Q2	$15.2M	Sell	172,335 -180	-0.1%	-$15.5K	3.9%	18
2023 Q1	$13.9M	Buy	+172,515	New	+$14.1M	3.86%	19

Other funds holding MDT

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Vantage Wealth's MDT Position: Q4 2025 in Review

Vantage Wealth reduced its Medtronic (MDT) stake by 4.5% in Q4 2025, selling an estimated $948K and leaving 205,350 shares worth $19.7M. The position accounts for 4.26% of the portfolio, ranked #13.

Vantage Wealth first reported a position in MDT in Q1 2023 and has held it in 12 quarters since. The position peaked at $20.5M in Q3 2025. 2,304 funds tracked by Wall St. Rank hold MDT as of Q4 2025.

Vantage Wealth held 205,350 shares of Medtronic worth $19.7M as of Q4 2025.
Vantage Wealth sold 9,755 Medtronic shares in Q4 2025, an estimated $948K.
Medtronic made up 4.26% of Vantage Wealth's portfolio in Q4 2025, its #13 holding.
Vantage Wealth first reported a position in Medtronic in Q1 2023 and has held it in 12 quarters since.
Vantage Wealth's Medtronic position peaked at $20.5M in Q3 2025.
2,304 funds tracked by Wall St. Rank held Medtronic as of Q4 2025.

Based on Vantage Wealth's 13F filing for Q4 2025, filed 14 Jan 2026.