Flywheel Private Wealth’s Medtronic MDT Stock Holding History

Flywheel Private Wealth’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	–	Sell	-2,335	Closed	-$210K	–	86
2025 Q1	$210K	Buy	+2,335	New	+$209K	0.19%	79

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

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

Flywheel Private Wealth's MDT Position: Q2 2025 in Review

Flywheel Private Wealth sold out of Medtronic (MDT) in Q2 2025, closing a stake of 2,335 shares — an estimated $210K sold.

Flywheel Private Wealth first reported a position in MDT in Q1 2025 and held it in 1 quarter. The position peaked at $210K in Q1 2025. 2,140 funds tracked by Wall St. Rank hold MDT as of Q2 2025.

Flywheel Private Wealth reported no remaining Medtronic position as of Q2 2025 after selling out during the quarter.
Flywheel Private Wealth sold 2,335 Medtronic shares in Q2 2025, an estimated $210K.
Flywheel Private Wealth first reported a position in Medtronic in Q1 2025 and held it in 1 quarter.
Flywheel Private Wealth's Medtronic position peaked at $210K in Q1 2025.
2,140 funds tracked by Wall St. Rank held Medtronic as of Q2 2025.

Based on Flywheel Private Wealth's 13F filing for Q2 2025, filed 17 Jul 2025.