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Berry Wealth Group’s Medtronic MDT Stock Holding History

Berry Wealth Group’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
-25,885
Closed -$2.26M – 77
2025
Q2 		$2.26M Buy
25,885
+80
+0.3% +$6.78K 1.58% 19
2025
Q1 		$2.32M Sell
25,805
-1,360
-5% -$122K 1.81% 18
2024
Q4 		$2.17M Sell
27,165
-196
-0.7% -$17K 1.57% 20
2024
Q3 		$2.46M Buy
27,361
+325
+1% +$27.3K 1.77% 19
2024
Q2 		$2.13M Buy
27,036
+1,387
+5% +$114K 1.7% 20
2024
Q1 		$2.24M Sell
25,649
-363
-1% -$31K 1.85% 20
2023
Q4 		$2.14M Buy
+26,012
New +$1.98M 1.97% 21

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

Berry Wealth Group's MDT Position: Q3 2025 in Review

Berry Wealth Group sold out of Medtronic (MDT) in Q3 2025, closing a stake of 25,885 shares — an estimated $2.26M sold.

Berry Wealth Group first reported a position in MDT in Q4 2023 and held it in 7 quarters. The position peaked at $2.46M in Q3 2024. 2,169 funds tracked by Wall St. Rank hold MDT as of Q3 2025.

  • Berry Wealth Group reported no remaining Medtronic position as of Q3 2025 after selling out during the quarter.
  • Berry Wealth Group sold 25,885 Medtronic shares in Q3 2025, an estimated $2.26M.
  • Berry Wealth Group first reported a position in Medtronic in Q4 2023 and held it in 7 quarters.
  • Berry Wealth Group's Medtronic position peaked at $2.46M in Q3 2024.
  • 2,169 funds tracked by Wall St. Rank held Medtronic as of Q3 2025.

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