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Cordatus Wealth Management’s Medtronic MDT Stock Holding History

Cordatus 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
Q1 		– Sell
-5,487
Closed -$438K – 157
2024
Q4 		$438K Sell
5,487
-26
-0.5% -$2.25K 0.12% 111
2024
Q3 		$496K Hold
5,513
– – 0.18% 83
2024
Q2 		$434K Sell
5,513
-3
-0.1% -$246 0.16% 89
2024
Q1 		$481K Sell
5,516
-17,160
-76% -$1.46M 0.35% 39
2023
Q4 		$1.87M Sell
22,676
-3,506
-13% -$267K 1.55% 19
2023
Q3 		$2.05M Sell
26,182
-1,228
-4% -$103K 1.87% 18
2023
Q2 		$2.42M Buy
27,410
+6,721
+32% +$579K 0.91% 34
2023
Q1 		$1.67M Buy
20,689
+832
+4% +$67.8K 2.13% 16
2022
Q4 		$1.54M Buy
+19,857
New +$1.61M 2.26% 17
2022
Q3 		– Sell
-20,738
Closed -$1.86M – 117
2022
Q2 		$1.86M Buy
20,738
+354
+2% +$35.9K 0.87% 46
2022
Q1 		$2.26M Buy
20,384
+628
+3% +$66.3K 0.8% 39
2021
Q4 		$2.04M Buy
19,756
+1,112
+6% +$129K 0.6% 63
2021
Q3 		$2.34M Buy
+18,644
New +$2.41M 1.8% 21
2021
Q1 		$2.6M Buy
21,999
+1,330
+6% +$156K 1% 25
2020
Q4 		$2.42M Buy
20,669
+8
+0% +$881 1.02% 29
2020
Q3 		$2.15M Buy
20,661
+299
+1% +$30K 1.03% 27
2020
Q2 		$1.87M Buy
20,362
+1,240
+6% +$119K 1.03% 31
2020
Q1 		$1.72M Sell
19,122
-6,327
-25% -$673K 1.24% 24
2019
Q4 		$2.89M Buy
25,449
+14,781
+139% +$1.62M 1.44% 15
2019
Q3 		$1.16M Buy
10,668
+921
+9% +$96.1K 0.61% 58
2019
Q2 		$949K Buy
9,747
+287
+3% +$26.2K 0.55% 55
2019
Q1 		$862K Sell
9,460
-15,167
-62% -$1.36M 0.47% 69
2018
Q4 		$2.24M Buy
+24,627
New +$2.3M 1.6% 15

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cordatus Wealth Management's MDT Position: Q1 2025 in Review

Cordatus Wealth Management sold out of Medtronic (MDT) in Q1 2025, closing a stake of 5,487 shares — an estimated $438K sold.

Cordatus Wealth Management first reported a position in MDT in Q4 2018 and held it in 23 quarters. The position peaked at $2.89M in Q4 2019. 2,177 funds tracked by Wall St. Rank hold MDT as of Q1 2025.

  • Cordatus Wealth Management reported no remaining Medtronic position as of Q1 2025 after selling out during the quarter.
  • Cordatus Wealth Management sold 5,487 Medtronic shares in Q1 2025, an estimated $438K.
  • Cordatus Wealth Management first reported a position in Medtronic in Q4 2018 and held it in 23 quarters.
  • Cordatus Wealth Management's Medtronic position peaked at $2.89M in Q4 2019.
  • 2,177 funds tracked by Wall St. Rank held Medtronic as of Q1 2025.

Based on Cordatus Wealth Management's 13F filing for Q1 2025, filed 8 May 2025.