Acima Private Wealth’s Medtronic MDT Stock Holding History

Acima Private 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 Q3	–	Sell	-1,125	Closed	-$98.1K	–	187
2025 Q2	$98.1K	Hold	1,125	–	–	0.03%	135
2025 Q1	$101K	Hold	1,125	–	–	0.04%	135
2024 Q4	$89.9K	Hold	1,125	–	–	0.03%	142
2024 Q3	$101K	Hold	1,125	–	–	0.03%	139
2024 Q2	$88.5K	Hold	1,125	–	–	0.03%	136
2024 Q1	$98K	Hold	1,125	–	–	0.04%	138
2023 Q4	$92.7K	Hold	1,125	–	–	0.04%	145
2023 Q3	$88.2K	Hold	1,125	–	–	0.04%	150
2023 Q2	$99.1K	Hold	1,125	–	–	0.05%	149
2023 Q1	$90.7K	Hold	1,125	–	–	0.04%	151
2022 Q4	$87.4K	Hold	1,125	–	–	0.04%	144
2022 Q3	$90.8K	Hold	1,125	–	–	0.05%	140
2022 Q2	$101K	Hold	1,125	–	–	0.05%	140
2022 Q1	$125K	Hold	1,125	–	–	0.06%	138
2021 Q4	$116K	Sell	1,125 -2,000	-64%	-$232K	0.05%	144
2021 Q3	$392K	Sell	3,125 -59	-2%	-$7.64K	0.18%	91
2021 Q2	$395K	Hold	3,184	–	–	0.18%	92
2021 Q1	$376K	Hold	3,184	–	–	0.18%	92
2020 Q4	$373K	Hold	3,184	–	–	0.19%	87
2020 Q3	$331K	Hold	3,184	–	–	0.2%	85
2020 Q2	$292K	Hold	3,184	–	–	0.19%	96
2020 Q1	$287K	Hold	3,184	–	–	0.22%	89
2019 Q4	$361K	Hold	3,184	–	–	0.25%	88
2019 Q3	$345K	Hold	3,184	–	–	0.26%	88
2019 Q2	$310K	Hold	3,184	–	–	0.24%	89
2019 Q1	$290K	Hold	3,184	–	–	0.25%	91
2018 Q4	$290K	Buy	+3,184	New	+$298K	0.28%	83

Other funds holding MDT

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Acima Private Wealth's MDT Position: Q3 2025 in Review

Acima Private Wealth sold out of Medtronic (MDT) in Q3 2025, closing a stake of 1,125 shares — an estimated $98.1K sold.

Acima Private Wealth first reported a position in MDT in Q4 2018 and held it in 27 quarters. The position peaked at $395K in Q2 2021. 2,177 funds tracked by Wall St. Rank hold MDT as of Q3 2025.

Acima Private Wealth reported no remaining Medtronic position as of Q3 2025 after selling out during the quarter.
Acima Private Wealth sold 1,125 Medtronic shares in Q3 2025, an estimated $98.1K.
Acima Private Wealth first reported a position in Medtronic in Q4 2018 and held it in 27 quarters.
Acima Private Wealth's Medtronic position peaked at $395K in Q2 2021.
2,177 funds tracked by Wall St. Rank held Medtronic as of Q3 2025.

Based on Acima Private Wealth's 13F filing for Q3 2025, filed 10 Nov 2025.