Brass Tax Wealth Management’s Medtronic MDT Stock Holding History

Brass Tax 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	$397K	Buy	4,169 +53	+1%	+$4.87K	0.07%	144
2025 Q2	$359K	Sell	4,116 -100	-2%	-$8.48K	0.07%	147
2025 Q1	$379K	Buy	4,216 +83	+2%	+$7.43K	0.08%	125
2024 Q4	$330K	Buy	4,133 +149	+4%	+$12.9K	0.07%	135
2024 Q3	$359K	Buy	+3,984	New	+$335K	0.08%	122
2024 Q2	–	Sell	-2,300	Closed	-$200K	–	143
2024 Q1	$200K	Buy	+2,300	New	+$196K	0.1%	110

Other funds holding MDT

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Brass Tax Wealth Management's MDT Position: Q3 2025 in Review

Brass Tax Wealth Management increased its Medtronic (MDT) stake by 1.3% in Q3 2025, buying an estimated $4.87K and bringing the position to 4,169 shares worth $397K. The position accounts for 0.07% of the portfolio, ranked #144.

Brass Tax Wealth Management first reported a position in MDT in Q1 2024 and has held it in 6 quarters since. 2,170 funds tracked by Wall St. Rank hold MDT as of Q3 2025.

Brass Tax Wealth Management held 4,169 shares of Medtronic worth $397K as of Q3 2025.
Brass Tax Wealth Management bought 53 Medtronic shares in Q3 2025, an estimated $4.87K.
Medtronic made up 0.07% of Brass Tax Wealth Management's portfolio in Q3 2025, its #144 holding.
Brass Tax Wealth Management first reported a position in Medtronic in Q1 2024 and has held it in 6 quarters since.
2,170 funds tracked by Wall St. Rank held Medtronic as of Q3 2025.

Based on Brass Tax Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.