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Heartwood Wealth Advisors’s Medtronic MDT Stock Holding History

Heartwood 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
Q4 		– Sell
-39
Closed -$3.71K – 445
2025
Q3 		$3.71K Buy
+39
New +$3.58K ﹤0.01% 438
2022
Q2 		– Sell
-2,894
Closed -$321K – 122
2022
Q1 		$321K Buy
+2,894
New +$306K 0.05% 97

Other funds holding MDT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Heartwood Wealth Advisors's MDT Position: Q4 2025 in Review

Heartwood Wealth Advisors sold out of Medtronic (MDT) in Q4 2025, closing a stake of 39 shares — an estimated $3.71K sold.

Heartwood Wealth Advisors first reported a position in MDT in Q1 2022 and held it in 2 quarters. The position peaked at $321K in Q1 2022. 2,312 funds tracked by Wall St. Rank hold MDT as of Q4 2025.

  • Heartwood Wealth Advisors reported no remaining Medtronic position as of Q4 2025 after selling out during the quarter.
  • Heartwood Wealth Advisors sold 39 Medtronic shares in Q4 2025, an estimated $3.71K.
  • Heartwood Wealth Advisors first reported a position in Medtronic in Q1 2022 and held it in 2 quarters.
  • Heartwood Wealth Advisors's Medtronic position peaked at $321K in Q1 2022.
  • 2,312 funds tracked by Wall St. Rank held Medtronic as of Q4 2025.

Based on Heartwood Wealth Advisors's 13F filing for Q4 2025, filed 12 Jan 2026.