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KFG Wealth Management’s Medtronic MDT Stock Holding History

KFG 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
Q1 		– Sell
-2,725
Closed -$218K – 199
2024
Q4 		$218K Buy
2,725
+141
+5% +$12.2K 0.04% 174
2024
Q3 		$233K Sell
2,584
-537
-17% -$45.2K 0.05% 169
2024
Q2 		$246K Sell
3,121
-97
-3% -$7.95K 0.1% 140
2024
Q1 		$280K Buy
3,218
+241
+8% +$20.6K 0.12% 126
2023
Q4 		$245K Sell
2,977
-28
-0.9% -$2.13K 0.11% 119
2023
Q3 		$235K Buy
3,005
+160
+6% +$13.4K 0.13% 116
2023
Q2 		$251K Buy
+2,845
New +$245K 0.15% 103

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

KFG Wealth Management's MDT Position: Q1 2025 in Review

KFG Wealth Management sold out of Medtronic (MDT) in Q1 2025, closing a stake of 2,725 shares — an estimated $218K sold.

KFG Wealth Management first reported a position in MDT in Q2 2023 and held it in 7 quarters. The position peaked at $280K in Q1 2024. 2,170 funds tracked by Wall St. Rank hold MDT as of Q1 2025.

  • KFG Wealth Management reported no remaining Medtronic position as of Q1 2025 after selling out during the quarter.
  • KFG Wealth Management sold 2,725 Medtronic shares in Q1 2025, an estimated $218K.
  • KFG Wealth Management first reported a position in Medtronic in Q2 2023 and held it in 7 quarters.
  • KFG Wealth Management's Medtronic position peaked at $280K in Q1 2024.
  • 2,170 funds tracked by Wall St. Rank held Medtronic as of Q1 2025.

Based on KFG Wealth Management's 13F filing for Q1 2025, filed 11 Apr 2025.