Phoenix Wealth Advisors MDT — MEDTRONIC PLC

Ownership history in Phoenix Wealth Advisors  ·  18 quarters on record

AI Ownership Summary

Phoenix Wealth Advisors reported MEDTRONIC PLC (MDT) in 18 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 1.67% in 2023 Q4. The latest visible filing shows MDT at 0.96% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this MDT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Phoenix Wealth Advisors's position in MEDTRONIC PLC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

MDT was reported at 0.96% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.67% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

MDT stock page Phoenix Wealth Advisors fund profile Phoenix Wealth Advisors full holdings
How Phoenix Wealth Advisors held MDT — position size vs. price
% of Fund (quarterly)    MDT price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED — — — 25,868 -482 -1.8% 0.96% $2.5M 2026-01-22 $100.52
2025 Q3 REDUCED — — — 26,350 -902 -3.3% 0.96% $2.5M 2025-10-28 $91.80
2025 Q2 REDUCED — — — 27,252 -1,072 -3.8% 0.99% $2.4M 2025-08-08 $90.77
2025 Q1 REDUCED — — — 28,324 -279 -1.0% 1.11% $2.5M 2025-05-14 $81.65
2024 Q4 REDUCED — — — 28,603 -1,274 -4.3% 0.99% $2.3M 2025-01-17 $84.70
2024 Q3 REDUCED — — — 29,877 -293 -1.0% 1.25% $2.7M 2024-11-08 $83.63
2024 Q2 ADDED — — — 30,170 +362 +1.2% 1.19% $2.4M 2024-07-17 $76.86
2024 Q1 ADDED — — — 29,808 +792 +2.7% 1.58% $2.6M 2024-04-26 $74.76
2023 Q4 REDUCED 7.0% +6.5% ❌ 29,016 -2,176 -7.0% 1.67% $2.4M 2024-01-30 $80.87
9 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding MDT

As of 2026 Q1 — sorted by position size

Banque de Luxembourg S.A. 4.33% Guinness Asset Management LTD 3Y 7Y 4.05% Nexus Investment Management ULC 3Y 7Y 3.71% Barnes Dennig Private Wealth Management LLC 3.33% Guinness Atkinson Asset Management Inc 3Y 7Y 3.31% F&V Capital Management, LLC 3Y 7Y 3.23% MATRIX ASSET ADVISORS INC/NY 3Y 7Y 2.99% Two Point Capital Management, Inc. 3Y 2.76% MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADV 2.64% Nepsis Inc. 3Y 7Y 2.6%

FAQ About Phoenix Wealth Advisors and MDT

These are the practical questions this page is built to answer before you even open the full history table.

How long has Phoenix Wealth Advisors reported owning MDT?

Phoenix Wealth Advisors reported MDT across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported MDT position in Phoenix Wealth Advisors's portfolio?

The largest reported portfolio weight for MDT was 1.67% in 2023 Q4.

What is the latest reported MDT position on this page?

The most recent filing on this page is 2025 Q4, when Phoenix Wealth Advisors reported 25,868 shares, equal to 0.96% of portfolio, with an estimated market value of $2.5M.

What does the chart on this MDT ownership page compare?

The chart compares Phoenix Wealth Advisors's quarterly MDT portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Phoenix Wealth Advisors time their MDT position?

Based on 13F filing dates vs. subsequent MDT price moves, Phoenix Wealth Advisors correctly timed 8 out of 17 reported position changes (47%).

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