CWM
MDT icon

Centricity Wealth Management’s Medtronic MDT Stock Holding History

Centricity 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 		$5.23K Hold
60
– – ﹤0.01% 373
2025
Q1 		$5.39K Hold
60
– – ﹤0.01% 374
2024
Q4 		$4.79K Buy
+60
New +$5.19K ﹤0.01% 390

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 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

Centricity Wealth Management's MDT Position: Q2 2025 in Review

Centricity Wealth Management held its Medtronic (MDT) position steady in Q2 2025 at 60 shares worth $5.23K. The position accounts for ﹤0.01% of the portfolio, ranked #373.

Centricity Wealth Management first reported a position in MDT in Q4 2024 and has held it in 3 quarters since. The position peaked at $5.39K in Q1 2025. 2,145 funds tracked by Wall St. Rank hold MDT as of Q2 2025.

  • Centricity Wealth Management held 60 shares of Medtronic worth $5.23K as of Q2 2025.
  • Centricity Wealth Management left its Medtronic share count unchanged in Q2 2025.
  • Medtronic made up ﹤0.01% of Centricity Wealth Management's portfolio in Q2 2025, its #373 holding.
  • Centricity Wealth Management first reported a position in Medtronic in Q4 2024 and has held it in 3 quarters since.
  • Centricity Wealth Management's Medtronic position peaked at $5.39K in Q1 2025.
  • 2,145 funds tracked by Wall St. Rank held Medtronic as of Q2 2025.

Based on Centricity Wealth Management's 13F filing for Q2 2025, filed 18 Jul 2025.