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Cherry Tree Wealth Management’s Medtronic MDT Stock Holding History

Cherry Tree 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
2026
Q1 		$725K Sell
8,364
-2,750
-25% -$263K 0.15% 78
2025
Q4 		$1.07M Sell
11,114
-342
-3% -$33.2K 0.23% 72
2025
Q3 		$1.09M Hold
11,456
– – 0.24% 68
2025
Q2 		$999K Sell
11,456
-8
-0.1% -$678 0.23% 69
2025
Q1 		$1.03M Hold
11,464
– – 0.25% 69
2024
Q4 		$916K Buy
11,464
+8
+0.1% +$693 0.23% 71
2024
Q3 		$1.03M Sell
11,456
-1,152
-9% -$96.9K 0.24% 70
2024
Q2 		$992K Sell
12,608
-2,527
-17% -$207K 0.25% 66
2024
Q1 		$1.32M Hold
15,135
– – 0.33% 59
2023
Q4 		$1.25M Hold
15,135
– – 0.33% 57
2023
Q3 		$1.19M Buy
15,135
+3,474
+30% +$291K 0.35% 49
2023
Q2 		$1.03M Buy
+11,661
New +$1M 0.3% 55

Other funds holding MDT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return