AWM
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Accredited Wealth Management’s Medtronic MDT Stock Holding History

Accredited Wealth 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
Q3 		$13.3K Buy
2,224
+2,085
+1,500% +$192K 0.01% 237
2025
Q2 		$12.2K Sell
139
-10
-7% -$848 0.01% 242
2025
Q1 		$13.5K Hold
149
– – 0.01% 211
2024
Q4 		$12K Buy
+149
New +$12.9K 0.01% 235

Other funds holding MDT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Accredited Wealth Management's MDT Position: Q3 2025 in Review

Accredited Wealth Management increased its Medtronic (MDT) stake by 1,500% in Q3 2025, buying an estimated $192K and bringing the position to 2,224 shares worth $13.3K. The position accounts for 0.01% of the portfolio, ranked #237.

Accredited Wealth Management first reported a position in MDT in Q4 2024 and has held it in 4 quarters since. The position peaked at $13.5K in Q1 2025. 2,169 funds tracked by Wall St. Rank hold MDT as of Q3 2025.

  • Accredited Wealth Management held 2,224 shares of Medtronic worth $13.3K as of Q3 2025.
  • Accredited Wealth Management bought 2,085 Medtronic shares in Q3 2025, an estimated $192K.
  • Medtronic made up 0.01% of Accredited Wealth Management's portfolio in Q3 2025, its #237 holding.
  • Accredited Wealth Management first reported a position in Medtronic in Q4 2024 and has held it in 4 quarters since.
  • Accredited Wealth Management's Medtronic position peaked at $13.5K in Q1 2025.
  • 2,169 funds tracked by Wall St. Rank held Medtronic as of Q3 2025.

Based on Accredited Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.