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CarsonAllaria Wealth Management’s Medtronic MDT Stock Holding History

CarsonAllaria 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
Q4 		– Sell
-2,196
Closed -$209K – 71
2025
Q3 		$209K Sell
2,196
-9
-0.4% -$827 0.11% 64
2025
Q2 		$192K Sell
2,205
-76
-3% -$6.45K 0.1% 66
2025
Q1 		$205K Buy
2,281
+45
+2% +$4.03K 0.12% 65
2024
Q4 		$179K Sell
2,236
-193
-8% -$16.7K 0.1% 69
2024
Q3 		$219K Buy
2,429
+238
+11% +$20K 0.13% 64
2024
Q2 		$173K Sell
2,191
-120
-5% -$9.84K 0.11% 70
2024
Q1 		$201K Sell
2,311
-208
-8% -$17.8K 0.13% 65
2023
Q4 		$208K Buy
2,519
+116
+5% +$8.84K 0.15% 64
2023
Q3 		$188K Sell
2,403
-113
-4% -$9.46K 0.15% 62
2023
Q2 		$222K Buy
2,516
+13
+0.5% +$1.12K 0.17% 62
2023
Q1 		$202K Buy
2,503
+13
+0.5% +$1.06K 0.17% 67
2022
Q4 		$194K Buy
2,490
+8
+0.3% +$648 0.17% 66
2022
Q3 		$200K Buy
2,482
+17
+0.7% +$1.53K 0.19% 64
2022
Q2 		$221K Buy
2,465
+11
+0.4% +$1.11K 0.21% 60
2022
Q1 		$272K Buy
2,454
+2,074
+546% +$219K 0.24% 53
2021
Q4 		$39K Buy
+380
New +$44K 0.03% 133

Other funds holding MDT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

CarsonAllaria Wealth Management's MDT Position: Q4 2025 in Review

CarsonAllaria Wealth Management sold out of Medtronic (MDT) in Q4 2025, closing a stake of 2,196 shares — an estimated $209K sold.

CarsonAllaria Wealth Management first reported a position in MDT in Q4 2021 and held it in 16 quarters. The position peaked at $272K in Q1 2022. 2,312 funds tracked by Wall St. Rank hold MDT as of Q4 2025.

  • CarsonAllaria Wealth Management reported no remaining Medtronic position as of Q4 2025 after selling out during the quarter.
  • CarsonAllaria Wealth Management sold 2,196 Medtronic shares in Q4 2025, an estimated $209K.
  • CarsonAllaria Wealth Management first reported a position in Medtronic in Q4 2021 and held it in 16 quarters.
  • CarsonAllaria Wealth Management's Medtronic position peaked at $272K in Q1 2022.
  • 2,312 funds tracked by Wall St. Rank held Medtronic as of Q4 2025.

Based on CarsonAllaria Wealth Management's 13F filing for Q4 2025, filed 22 Jan 2026.