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FSC Wealth Advisors’s Medtronic MDT Stock Holding History

FSC Wealth Advisors’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
-143
Closed -$12.8K – 178
2025
Q1 		$12.8K Buy
143
+2
+1% +$179 0.01% 191
2024
Q4 		$11.3K Sell
141
-7
-5% -$606 0.01% 192
2024
Q3 		$13.4K Buy
148
+1
+0.7% +$84 0.01% 180
2024
Q2 		$11.6K Hold
147
– – 0.01% 183
2024
Q1 		$12.8K Sell
147
-1
-0.7% -$85 0.01% 183
2023
Q4 		$12.2K Hold
148
– – 0.01% 190
2023
Q3 		$11.6K Buy
+148
New +$12.4K 0.01% 156

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
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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

FSC Wealth Advisors's MDT Position: Q2 2025 in Review

FSC Wealth Advisors sold out of Medtronic (MDT) in Q2 2025, closing a stake of 143 shares — an estimated $12.8K sold.

FSC Wealth Advisors first reported a position in MDT in Q3 2023 and held it in 7 quarters. The position peaked at $13.4K in Q3 2024. 2,139 funds tracked by Wall St. Rank hold MDT as of Q2 2025.

  • FSC Wealth Advisors reported no remaining Medtronic position as of Q2 2025 after selling out during the quarter.
  • FSC Wealth Advisors sold 143 Medtronic shares in Q2 2025, an estimated $12.8K.
  • FSC Wealth Advisors first reported a position in Medtronic in Q3 2023 and held it in 7 quarters.
  • FSC Wealth Advisors's Medtronic position peaked at $13.4K in Q3 2024.
  • 2,139 funds tracked by Wall St. Rank held Medtronic as of Q2 2025.

Based on FSC Wealth Advisors's 13F filing for Q2 2025, filed 11 Aug 2025.