FSA Wealth Management’s Medtronic MDT Stock Holding History

FSA 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	$57K	Sell	599 -100	-14%	-$9.19K	0.02%	147
2025 Q2	$60.9K	Sell	699 -256	-27%	-$21.7K	0.02%	134
2025 Q1	$85.8K	Buy	955 +152	+19%	+$13.6K	0.04%	96
2024 Q4	$64.2K	Hold	803	–	–	0.03%	127
2024 Q3	$72.3K	Buy	+803	New	+$67.6K	0.03%	122
2024 Q1	$70K	Hold	803	–	–	0.03%	115
2023 Q4	$66K	Buy	+803	New	+$61.2K	0.03%	112
2021 Q1	–	Sell	-200	Closed	-$23K	–	158
2020 Q4	$23K	Buy	+200	New	+$22K	0.01%	192
2020 Q3	–	Sell	-200	Closed	-$18K	–	224
2020 Q2	$18K	Hold	200	–	–	0.01%	205
2020 Q1	$18K	Hold	200	–	–	0.02%	191
2019 Q4	$23K	Buy	+200	New	+$21.9K	0.02%	215

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

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

FSA Wealth Management reduced its Medtronic (MDT) stake by 14% in Q3 2025, selling an estimated $9.19K and leaving 599 shares worth $57K. The position accounts for 0.02% of the portfolio, ranked #147.

FSA Wealth Management first reported a position in MDT in Q4 2019 and has held it in 11 quarters since. The position peaked at $85.8K in Q1 2025. 2,169 funds tracked by Wall St. Rank hold MDT as of Q3 2025.

FSA Wealth Management held 599 shares of Medtronic worth $57K as of Q3 2025.
FSA Wealth Management sold 100 Medtronic shares in Q3 2025, an estimated $9.19K.
Medtronic made up 0.02% of FSA Wealth Management's portfolio in Q3 2025, its #147 holding.
FSA Wealth Management first reported a position in Medtronic in Q4 2019 and has held it in 11 quarters since.
FSA Wealth Management's Medtronic position peaked at $85.8K in Q1 2025.
2,169 funds tracked by Wall St. Rank held Medtronic as of Q3 2025.

Based on FSA Wealth Management's 13F filing for Q3 2025, filed 17 Nov 2025.