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Hemington Wealth Management’s Medtronic MDT Stock Holding History

Hemington 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 		$66K Buy
696
+101
+17% +$9.29K 0.01% 300
2025
Q2 		$51K Sell
595
-495
-45% -$42K 0.01% 340
2025
Q1 		$97K Buy
1,090
+136
+14% +$12.2K 0.02% 211
2024
Q4 		$76K Buy
954
+53
+6% +$4.59K 0.02% 236
2024
Q3 		$80K Buy
+901
New +$75.8K 0.02% 219

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

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

Hemington Wealth Management increased its Medtronic (MDT) stake by 17% in Q3 2025, buying an estimated $9.29K and bringing the position to 696 shares worth $66K. The position accounts for 0.01% of the portfolio, ranked #300.

Hemington Wealth Management first reported a position in MDT in Q3 2024 and has held it in 5 quarters since. The position peaked at $97K in Q1 2025. 2,169 funds tracked by Wall St. Rank hold MDT as of Q3 2025.

  • Hemington Wealth Management held 696 shares of Medtronic worth $66K as of Q3 2025.
  • Hemington Wealth Management bought 101 Medtronic shares in Q3 2025, an estimated $9.29K.
  • Medtronic made up 0.01% of Hemington Wealth Management's portfolio in Q3 2025, its #300 holding.
  • Hemington Wealth Management first reported a position in Medtronic in Q3 2024 and has held it in 5 quarters since.
  • Hemington Wealth Management's Medtronic position peaked at $97K in Q1 2025.
  • 2,169 funds tracked by Wall St. Rank held Medtronic as of Q3 2025.

Based on Hemington Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.