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Foguth Wealth Management’s Medtronic MDT Stock Holding History

Foguth 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
-2,742
Closed -$247K – 162
2024
Q4 		$247K Sell
2,742
-299
-10% -$25.9K 0.06% 130
2024
Q3 		$268K Sell
3,041
-1,215
-29% -$102K 0.1% 107
2024
Q2 		$335K Buy
4,256
+1,483
+53% +$122K 0.15% 84
2024
Q1 		$242K Buy
+2,773
New +$237K 0.13% 113

Other funds holding MDT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Foguth Wealth Management sold out of Medtronic (MDT) in Q1 2025, closing a stake of 2,742 shares — an estimated $247K sold.

Foguth Wealth Management first reported a position in MDT in Q1 2024 and held it in 4 quarters. The position peaked at $335K in Q2 2024. 2,170 funds tracked by Wall St. Rank hold MDT as of Q1 2025.

  • Foguth Wealth Management reported no remaining Medtronic position as of Q1 2025 after selling out during the quarter.
  • Foguth Wealth Management sold 2,742 Medtronic shares in Q1 2025, an estimated $247K.
  • Foguth Wealth Management first reported a position in Medtronic in Q1 2024 and held it in 4 quarters.
  • Foguth Wealth Management's Medtronic position peaked at $335K in Q2 2024.
  • 2,170 funds tracked by Wall St. Rank held Medtronic as of Q1 2025.

Based on Foguth Wealth Management's 13F filing for Q1 2025, filed 15 May 2025.