Blue Bell Private Wealth Management’s Medtronic MDT Stock Holding History

Blue Bell Private 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 Q2	–	Sell	-432	Closed	-$38.8K	–	745
2025 Q1	$38.8K	Buy	432 +296	+218%	+$26.5K	0.01%	405
2024 Q4	$10.9K	Buy	136 +6	+5%	+$519	﹤0.01%	494
2024 Q3	$11.7K	Buy	130 +56	+76%	+$4.71K	﹤0.01%	510
2024 Q2	$5.83K	Hold	74	–	–	﹤0.01%	562
2024 Q1	$6.45K	Buy	74 +3	+4%	+$256	﹤0.01%	552
2023 Q4	$5.85K	Hold	71	–	–	﹤0.01%	550
2023 Q3	$5.56K	Sell	71 -50	-41%	-$4.19K	﹤0.01%	490
2023 Q2	$10.7K	Hold	121	–	–	﹤0.01%	408
2023 Q1	$9.76K	Hold	121	–	–	﹤0.01%	380
2022 Q4	$9.4K	Sell	121 -75	-38%	-$6.08K	﹤0.01%	381
2022 Q3	$16K	Hold	196	–	–	0.01%	324
2022 Q2	$18K	Hold	196	–	–	0.01%	328
2022 Q1	$22K	Sell	196 -11	-5%	-$1.16K	0.01%	312
2021 Q4	$21K	Buy	+207	New	+$24K	0.01%	304

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 $3.38T AUM 44.17% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 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

Blue Bell Private Wealth Management's MDT Position: Q2 2025 in Review

Blue Bell Private Wealth Management sold out of Medtronic (MDT) in Q2 2025, closing a stake of 432 shares — an estimated $38.8K sold.

Blue Bell Private Wealth Management first reported a position in MDT in Q4 2021 and held it in 14 quarters. The position peaked at $38.8K in Q1 2025. 2,145 funds tracked by Wall St. Rank hold MDT as of Q2 2025.

Blue Bell Private Wealth Management reported no remaining Medtronic position as of Q2 2025 after selling out during the quarter.
Blue Bell Private Wealth Management sold 432 Medtronic shares in Q2 2025, an estimated $38.8K.
Blue Bell Private Wealth Management first reported a position in Medtronic in Q4 2021 and held it in 14 quarters.
Blue Bell Private Wealth Management's Medtronic position peaked at $38.8K in Q1 2025.
2,145 funds tracked by Wall St. Rank held Medtronic as of Q2 2025.

Based on Blue Bell Private Wealth Management's 13F filing for Q2 2025, filed 11 Aug 2025.