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Gilliland Jeter Wealth Management’s Medtronic MDT Stock Holding History

Gilliland Jeter 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
Q2 		– Sell
-3,357
Closed -$302K – 184
2025
Q1 		$302K Hold
3,357
– – 0.11% 141
2024
Q4 		$268K Sell
3,357
-14
-0.4% -$1.21K 0.09% 148
2024
Q3 		$303K Buy
3,371
+3,343
+11,939% +$281K 0.1% 143
2024
Q2 		$2.2K Hold
28
– – ﹤0.01% 594
2024
Q1 		$2.44K Buy
+28
New +$2.39K ﹤0.01% 549

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

Gilliland Jeter Wealth Management's MDT Position: Q2 2025 in Review

Gilliland Jeter Wealth Management sold out of Medtronic (MDT) in Q2 2025, closing a stake of 3,357 shares — an estimated $302K sold.

Gilliland Jeter Wealth Management first reported a position in MDT in Q1 2024 and held it in 5 quarters. The position peaked at $303K in Q3 2024. 2,139 funds tracked by Wall St. Rank hold MDT as of Q2 2025.

  • Gilliland Jeter Wealth Management reported no remaining Medtronic position as of Q2 2025 after selling out during the quarter.
  • Gilliland Jeter Wealth Management sold 3,357 Medtronic shares in Q2 2025, an estimated $302K.
  • Gilliland Jeter Wealth Management first reported a position in Medtronic in Q1 2024 and held it in 5 quarters.
  • Gilliland Jeter Wealth Management's Medtronic position peaked at $303K in Q3 2024.
  • 2,139 funds tracked by Wall St. Rank held Medtronic as of Q2 2025.

Based on Gilliland Jeter Wealth Management's 13F filing for Q2 2025, filed 24 Jul 2025.