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Marcum Wealth’s Medtronic MDT Stock Holding History

Marcum 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 		$712K Buy
7,927
+225
+3% +$20.1K 0.06% 152
2024
Q4 		$615K Sell
7,702
-944
-11% -$81.7K 0.05% 165
2024
Q3 		$778K Sell
8,646
-1,012
-10% -$85.1K 0.07% 138
2024
Q2 		$760K Buy
9,658
+66
+0.7% +$5.41K 0.08% 133
2024
Q1 		$836K Sell
9,592
-1,628
-15% -$139K 0.08% 123
2023
Q4 		$924K Sell
11,220
-1,070
-9% -$81.5K 0.1% 102
2023
Q3 		$963K Buy
12,290
+2,069
+20% +$173K 0.12% 89
2023
Q2 		$900K Sell
10,221
-813
-7% -$70K 0.11% 105
2023
Q1 		$890K Buy
11,034
+3,153
+40% +$257K 0.11% 106
2022
Q4 		$613K Sell
7,881
-1,141
-13% -$92.5K 0.08% 141
2022
Q3 		$729K Buy
9,022
+556
+7% +$50K 0.11% 111
2022
Q2 		$760K Sell
8,466
-341
-4% -$34.6K 0.11% 113
2022
Q1 		$977K Buy
8,807
+295
+3% +$31.2K 0.13% 98
2021
Q4 		$881K Sell
8,512
-583
-6% -$67.5K 0.12% 110
2021
Q3 		$1.14M Buy
9,095
+647
+8% +$83.7K 0.18% 82
2021
Q2 		$1.05M Buy
8,448
+298
+4% +$37.4K 0.17% 85
2021
Q1 		$963K Buy
8,150
+5,208
+177% +$610K 0.16% 96
2020
Q4 		$345K Buy
+2,942
New +$324K 0.08% 90

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

Marcum Wealth's MDT Position: Q1 2025 in Review

Marcum Wealth increased its Medtronic (MDT) stake by 2.9% in Q1 2025, buying an estimated $20.1K and bringing the position to 7,927 shares worth $712K. The position accounts for 0.06% of the portfolio, ranked #152.

Marcum Wealth first reported a position in MDT in Q4 2020 and has held it in 18 quarters since. The position peaked at $1.14M in Q3 2021. 2,171 funds tracked by Wall St. Rank hold MDT as of Q1 2025.

  • Marcum Wealth held 7,927 shares of Medtronic worth $712K as of Q1 2025.
  • Marcum Wealth bought 225 Medtronic shares in Q1 2025, an estimated $20.1K.
  • Medtronic made up 0.06% of Marcum Wealth's portfolio in Q1 2025, its #152 holding.
  • Marcum Wealth first reported a position in Medtronic in Q4 2020 and has held it in 18 quarters since.
  • Marcum Wealth's Medtronic position peaked at $1.14M in Q3 2021.
  • 2,171 funds tracked by Wall St. Rank held Medtronic as of Q1 2025.

Based on Marcum Wealth's 13F filing for Q1 2025, filed 2 Apr 2025.