Keyvantage Wealth’s Medtronic MDT Stock Holding History

Keyvantage Wealth’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	-2,838	Closed	-$227K	–	101
2024 Q4	$227K	Buy	+2,838	New	+$246K	0.16%	88

Other funds holding MDT

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Keyvantage Wealth's MDT Position: Q1 2025 in Review

Keyvantage Wealth sold out of Medtronic (MDT) in Q1 2025, closing a stake of 2,838 shares — an estimated $227K sold.

Keyvantage Wealth first reported a position in MDT in Q4 2024 and held it in 1 quarter. The position peaked at $227K in Q4 2024. 2,170 funds tracked by Wall St. Rank hold MDT as of Q1 2025.

Keyvantage Wealth reported no remaining Medtronic position as of Q1 2025 after selling out during the quarter.
Keyvantage Wealth sold 2,838 Medtronic shares in Q1 2025, an estimated $227K.
Keyvantage Wealth first reported a position in Medtronic in Q4 2024 and held it in 1 quarter.
Keyvantage Wealth's Medtronic position peaked at $227K in Q4 2024.
2,170 funds tracked by Wall St. Rank held Medtronic as of Q1 2025.

Based on Keyvantage Wealth's 13F filing for Q1 2025, filed 7 May 2025.