Heck Capital Advisors’s Medtronic MDT Stock Holding History

Heck Capital 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 Q1	–	Sell	-222	Closed	-$17.7K	–	568
2024 Q4	$17.7K	Buy	+222	New	+$19.2K	﹤0.01%	485

Other funds holding MDT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Heck Capital Advisors's MDT Position: Q1 2025 in Review

Heck Capital Advisors sold out of Medtronic (MDT) in Q1 2025, closing a stake of 222 shares — an estimated $17.7K sold.

Heck Capital Advisors first reported a position in MDT in Q4 2024 and held it in 1 quarter. The position peaked at $17.7K in Q4 2024. 2,176 funds tracked by Wall St. Rank hold MDT as of Q1 2025.

Heck Capital Advisors reported no remaining Medtronic position as of Q1 2025 after selling out during the quarter.
Heck Capital Advisors sold 222 Medtronic shares in Q1 2025, an estimated $17.7K.
Heck Capital Advisors first reported a position in Medtronic in Q4 2024 and held it in 1 quarter.
Heck Capital Advisors's Medtronic position peaked at $17.7K in Q4 2024.
2,176 funds tracked by Wall St. Rank held Medtronic as of Q1 2025.

Based on Heck Capital Advisors's 13F filing for Q1 2025, filed 13 May 2025.