Evergreen Wealth Management’s Medtronic MDT Stock Holding History

Evergreen 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 Q3	–	Sell	-27,208	Closed	-$2.37M	–	54
2025 Q2	$2.37M	Buy	27,208 +306	+1%	+$25.9K	1.33%	27
2025 Q1	$2.42M	Buy	26,902 +37	+0.1%	+$3.31K	1.44%	25
2024 Q4	$2.15M	Buy	26,865 +663	+3%	+$57.4K	1.27%	28
2024 Q3	$2.36M	Buy	26,202 +7,037	+37%	+$592K	1.42%	26
2024 Q2	$1.51M	Hold	19,165	–	–	1%	34
2024 Q1	$1.67M	Hold	19,165	–	–	1.13%	31
2023 Q4	$1.58M	Buy	19,165 +510	+3%	+$38.9K	1.16%	31
2023 Q3	$1.46M	Buy	18,655 +278	+2%	+$23.3K	1.16%	33
2023 Q2	$1.62M	Buy	18,377 +1,898	+12%	+$163K	1.27%	27
2023 Q1	$1.33M	Buy	16,479 +2,106	+15%	+$172K	1.18%	34
2022 Q4	$1.12M	Buy	+14,373	New	+$1.16M	1.03%	36

Other funds holding MDT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Evergreen Wealth Management's MDT Position: Q3 2025 in Review

Evergreen Wealth Management sold out of Medtronic (MDT) in Q3 2025, closing a stake of 27,208 shares — an estimated $2.37M sold.

Evergreen Wealth Management first reported a position in MDT in Q4 2022 and held it in 11 quarters. The position peaked at $2.42M in Q1 2025. 2,169 funds tracked by Wall St. Rank hold MDT as of Q3 2025.

Evergreen Wealth Management reported no remaining Medtronic position as of Q3 2025 after selling out during the quarter.
Evergreen Wealth Management sold 27,208 Medtronic shares in Q3 2025, an estimated $2.37M.
Evergreen Wealth Management first reported a position in Medtronic in Q4 2022 and held it in 11 quarters.
Evergreen Wealth Management's Medtronic position peaked at $2.42M in Q1 2025.
2,169 funds tracked by Wall St. Rank held Medtronic as of Q3 2025.

Based on Evergreen Wealth Management's 13F filing for Q3 2025, filed 3 Nov 2025.