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WBI Investments’s Medtronic MDT Stock Holding History

WBI Investments’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
-3,358
Closed -$320K – 360
2025
Q3 		$320K Buy
3,358
+489
+17% +$45K 0.08% 248
2025
Q2 		$250K Sell
2,869
-5,768
-67% -$489K 0.06% 225
2025
Q1 		$776K Buy
8,637
+1,701
+25% +$152K 0.2% 118
2024
Q4 		$554K Buy
6,936
+680
+11% +$58.9K 0.14% 146
2024
Q3 		$563K Buy
+6,256
New +$526K 0.14% 158
2024
Q1 		– Sell
-19,604
Closed -$1.61M – 219
2023
Q4 		$1.61M Buy
+19,604
New +$1.49M 0.32% 81
2014
Q4 		– Sell
-74,161
Closed -$4.59M – 216
2014
Q3 		$4.59M Buy
+74,161
New +$4.72M 0.14% 100

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

WBI Investments's MDT Position: Q4 2025 in Review

WBI Investments sold out of Medtronic (MDT) in Q4 2025, closing a stake of 3,358 shares — an estimated $320K sold.

WBI Investments first reported a position in MDT in Q3 2014 and held it in 7 quarters. The position peaked at $4.59M in Q3 2014. 2,312 funds tracked by Wall St. Rank hold MDT as of Q4 2025.

  • WBI Investments reported no remaining Medtronic position as of Q4 2025 after selling out during the quarter.
  • WBI Investments sold 3,358 Medtronic shares in Q4 2025, an estimated $320K.
  • WBI Investments first reported a position in Medtronic in Q3 2014 and held it in 7 quarters.
  • WBI Investments's Medtronic position peaked at $4.59M in Q3 2014.
  • 2,312 funds tracked by Wall St. Rank held Medtronic as of Q4 2025.

Based on WBI Investments's 13F filing for Q4 2025, filed 13 Feb 2026.