Financial Life Planners’s Medtronic MDT Stock Holding History

Financial Life Planners’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	-13	Closed	-$1.04K	–	257
2024 Q4	$1.04K	Buy	+13	New	+$1.13K	﹤0.01%	347

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

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

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

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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

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

Financial Life Planners's MDT Position: Q1 2025 in Review

Financial Life Planners sold out of Medtronic (MDT) in Q1 2025, closing a stake of 13 shares — an estimated $1.04K sold.

Financial Life Planners first reported a position in MDT in Q4 2024 and held it in 1 quarter. The position peaked at $1.04K in Q4 2024. 2,170 funds tracked by Wall St. Rank hold MDT as of Q1 2025.

Financial Life Planners reported no remaining Medtronic position as of Q1 2025 after selling out during the quarter.
Financial Life Planners sold 13 Medtronic shares in Q1 2025, an estimated $1.04K.
Financial Life Planners first reported a position in Medtronic in Q4 2024 and held it in 1 quarter.
Financial Life Planners's Medtronic position peaked at $1.04K in Q4 2024.
2,170 funds tracked by Wall St. Rank held Medtronic as of Q1 2025.

Based on Financial Life Planners's 13F filing for Q1 2025, filed 23 Apr 2025.