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Beirne Wealth Consulting Services’s Medtronic MDT Stock Holding History

Beirne Wealth Consulting Services’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
-2,773
Closed -$266K – 185
2025
Q3 		$266K Buy
+2,773
New +$255K 0.06% 176
2021
Q1 		– Sell
-3,471
Closed -$409K – 148
2020
Q4 		$409K Sell
3,471
-61
-2% -$6.71K 0.2% 85
2020
Q3 		$369K Buy
+3,532
New +$355K 0.22% 80
2019
Q2 		– Sell
-3,540
Closed -$322K – 169
2019
Q1 		$322K Sell
3,540
-85
-2% -$7.61K 0.25% 127
2018
Q4 		$331K Buy
+3,625
New +$339K 0.28% 112

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Beirne Wealth Consulting Services's MDT Position: Q4 2025 in Review

Beirne Wealth Consulting Services sold out of Medtronic (MDT) in Q4 2025, closing a stake of 2,773 shares — an estimated $266K sold.

Beirne Wealth Consulting Services first reported a position in MDT in Q4 2018 and held it in 5 quarters. The position peaked at $409K in Q4 2020. 2,305 funds tracked by Wall St. Rank hold MDT as of Q4 2025.

  • Beirne Wealth Consulting Services reported no remaining Medtronic position as of Q4 2025 after selling out during the quarter.
  • Beirne Wealth Consulting Services sold 2,773 Medtronic shares in Q4 2025, an estimated $266K.
  • Beirne Wealth Consulting Services first reported a position in Medtronic in Q4 2018 and held it in 5 quarters.
  • Beirne Wealth Consulting Services's Medtronic position peaked at $409K in Q4 2020.
  • 2,305 funds tracked by Wall St. Rank held Medtronic as of Q4 2025.

Based on Beirne Wealth Consulting Services's 13F filing for Q4 2025, filed 29 Jan 2026.