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Congress Wealth Management’s Medtronic MDT Stock Holding History

Congress 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 		$6.99M Buy
80,164
+22,855
+40% +$1.94M 0.07% 320
2025
Q1 		$5.15M Buy
57,309
+25,320
+79% +$2.27M 0.06% 326
2024
Q4 		$2.56M Sell
31,989
-37,900
-54% -$3.28M 0.04% 376
2024
Q3 		$6.29M Buy
69,889
+38,053
+120% +$3.2M 0.08% 265
2024
Q2 		$2.51M Buy
+31,836
New +$2.61M 0.04% 329

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

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

Congress Wealth Management increased its Medtronic (MDT) stake by 40% in Q2 2025, buying an estimated $1.94M and bringing the position to 80,164 shares worth $6.99M. The position accounts for 0.07% of the portfolio, ranked #320.

Congress Wealth Management first reported a position in MDT in Q2 2024 and has held it in 5 quarters since. 2,145 funds tracked by Wall St. Rank hold MDT as of Q2 2025.

  • Congress Wealth Management held 80,164 shares of Medtronic worth $6.99M as of Q2 2025.
  • Congress Wealth Management bought 22,855 Medtronic shares in Q2 2025, an estimated $1.94M.
  • Medtronic made up 0.07% of Congress Wealth Management's portfolio in Q2 2025, its #320 holding.
  • Congress Wealth Management first reported a position in Medtronic in Q2 2024 and has held it in 5 quarters since.
  • 2,145 funds tracked by Wall St. Rank held Medtronic as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.