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Capital A Wealth Management’s Medtronic MDT Stock Holding History

Capital A 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 		$1.81K Sell
22
-24
-52% -$2.04K 0.02% 331
2025
Q1 		$4.13K Hold
46
– – ﹤0.01% 399
2024
Q4 		$3.67K Buy
+46
New +$3.98K 0.01% 415

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

Capital A Wealth Management's MDT Position: Q2 2025 in Review

Capital A Wealth Management reduced its Medtronic (MDT) stake by 52% in Q2 2025, selling an estimated $2.04K and leaving 22 shares worth $1.81K. The position accounts for 0.02% of the portfolio, ranked #331.

Capital A Wealth Management first reported a position in MDT in Q4 2024 and has held it in 3 quarters since. The position peaked at $4.13K in Q1 2025. 2,139 funds tracked by Wall St. Rank hold MDT as of Q2 2025.

  • Capital A Wealth Management held 22 shares of Medtronic worth $1.81K as of Q2 2025.
  • Capital A Wealth Management sold 24 Medtronic shares in Q2 2025, an estimated $2.04K.
  • Medtronic made up 0.02% of Capital A Wealth Management's portfolio in Q2 2025, its #331 holding.
  • Capital A Wealth Management first reported a position in Medtronic in Q4 2024 and has held it in 3 quarters since.
  • Capital A Wealth Management's Medtronic position peaked at $4.13K in Q1 2025.
  • 2,139 funds tracked by Wall St. Rank held Medtronic as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.