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Carolinas Wealth Consulting’s Medtronic MDT Stock Holding History

Carolinas Wealth Consulting’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
-357
Closed -$32.1K – 569
2025
Q1 		$32.1K Sell
357
-129
-27% -$11.5K 0.01% 394
2024
Q4 		$39.1K Buy
486
+46
+10% +$3.98K 0.01% 397
2024
Q3 		$39.9K Sell
440
-1
-0.2% -$84 0.01% 392
2024
Q2 		$34.7K Sell
441
-2
-0.5% -$164 0.01% 410
2024
Q1 		$38.9K Sell
443
-8,051
-95% -$687K 0.01% 412
2023
Q4 		$62.9K Buy
8,494
+287
+3% +$21.9K 0.01% 307
2023
Q3 		$34.5K Sell
8,207
-1,216
-13% -$102K 0.01% 358
2023
Q2 		$150K Sell
9,423
-104
-1% -$8.95K 0.03% 208
2023
Q1 		$146K Buy
9,527
+45
+0.5% +$3.67K 0.03% 214
2022
Q4 		$137K Buy
9,482
+49
+0.5% +$3.97K 0.03% 213
2022
Q3 		$139K Sell
9,433
-186
-2% -$16.7K 0.04% 194
2022
Q2 		$170K Buy
9,619
+7,786
+425% +$789K 0.04% 177
2022
Q1 		$205K Sell
1,833
-201
-10% -$21.2K 0.05% 166
2021
Q4 		$212K Sell
2,034
-377
-16% -$43.7K 0.05% 165
2021
Q3 		$304K Sell
2,411
-835
-26% -$108K 0.07% 119
2021
Q2 		$405K Buy
3,246
+117
+4% +$14.7K 0.09% 101
2021
Q1 		$371K Buy
3,129
+210
+7% +$24.6K 0.09% 104
2020
Q4 		$344K Buy
2,919
+136
+5% +$15K 0.09% 108
2020
Q3 		$291K Buy
2,783
+869
+45% +$87.3K 0.1% 91
2020
Q2 		$177K Buy
+1,914
New +$184K 0.07% 112
2020
Q1 		– Sell
-2,088
Closed -$234K – 171
2019
Q4 		$234K Buy
+2,088
New +$229K 0.24% 55

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

Carolinas Wealth Consulting's MDT Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of Medtronic (MDT) in Q2 2025, closing a stake of 357 shares — an estimated $32.1K sold.

Carolinas Wealth Consulting first reported a position in MDT in Q4 2019 and held it in 21 quarters. The position peaked at $405K in Q2 2021. 2,139 funds tracked by Wall St. Rank hold MDT as of Q2 2025.

  • Carolinas Wealth Consulting reported no remaining Medtronic position as of Q2 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 357 Medtronic shares in Q2 2025, an estimated $32.1K.
  • Carolinas Wealth Consulting first reported a position in Medtronic in Q4 2019 and held it in 21 quarters.
  • Carolinas Wealth Consulting's Medtronic position peaked at $405K in Q2 2021.
  • 2,139 funds tracked by Wall St. Rank held Medtronic as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.