McKinley Carter Wealth Services’s Medtronic MDT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-20,599
| Closed | -$1.85M | – | 314 |
|
|
2025
Q1 | $1.85M | Buy |
20,599
+922
| +5% | +$82.5K | 0.11% | 115 |
|
|
2024
Q4 | $1.57M | Buy |
19,677
+129
| +0.7% | +$11.2K | 0.1% | 130 |
|
|
2024
Q3 | $1.76M | Buy |
19,548
+1,348
| +7% | +$113K | 0.11% | 125 |
|
|
2024
Q2 | $1.43M | Buy |
18,200
+484
| +3% | +$39.7K | 0.09% | 137 |
|
|
2024
Q1 | $1.54M | Buy |
17,716
+980
| +6% | +$83.6K | 0.1% | 132 |
|
|
2023
Q4 | $1.38M | Buy |
16,736
+880
| +6% | +$67.1K | 0.1% | 127 |
|
|
2023
Q3 | $1.24M | Buy |
15,856
+399
| +3% | +$33.4K | 0.1% | 134 |
|
|
2023
Q2 | $1.36M | Buy |
15,457
+305
| +2% | +$26.3K | 0.1% | 134 |
|
|
2023
Q1 | $1.22M | Buy |
15,152
+1,104
| +8% | +$90K | 0.1% | 132 |
|
|
2022
Q4 | $1.09M | Buy |
14,048
+262
| +2% | +$21.2K | 0.09% | 137 |
|
|
2022
Q3 | $1.11M | Buy |
13,786
+469
| +4% | +$42.1K | 0.1% | 123 |
|
|
2022
Q2 | $1.2M | Buy |
13,317
+1,019
| +8% | +$103K | 0.11% | 123 |
|
|
2022
Q1 | $1.36M | Buy |
12,298
+552
| +5% | +$58.3K | 0.11% | 123 |
|
|
2021
Q4 | $1.22M | Sell |
11,746
-805
| -6% | -$93.2K | 0.09% | 138 |
|
|
2021
Q3 | $1.57M | Buy |
12,551
+160
| +1% | +$20.7K | 0.13% | 118 |
|
|
2021
Q2 | $1.54M | Buy |
12,391
+509
| +4% | +$63.9K | 0.13% | 120 |
|
|
2021
Q1 | $1.4M | Buy |
11,882
+1,726
| +17% | +$202K | 0.12% | 128 |
|
|
2020
Q4 | $1.19M | Sell |
10,156
-197
| -2% | -$21.7K | 0.16% | 120 |
|
|
2020
Q3 | $1.08M | Buy |
10,353
+1,197
| +13% | +$120K | 0.24% | 73 |
|
|
2020
Q2 | $840K | Sell |
9,156
-137
| -1% | -$13.1K | 0.21% | 80 |
|
|
2020
Q1 | $838K | Buy |
9,293
+1,043
| +13% | +$111K | 0.25% | 75 |
|
|
2019
Q4 | $936K | Buy |
8,250
+630
| +8% | +$69.1K | 0.22% | 82 |
|
|
2019
Q3 | $828K | Buy |
7,620
+561
| +8% | +$58.5K | 0.21% | 83 |
|
|
2019
Q2 | $687K | Buy |
+7,059
| New | +$645K | 0.19% | 92 |
|
|
2018
Q4 | – | Sell |
-5,216
| Closed | -$513K | – | 154 |
|
|
2018
Q3 | $513K | Sell |
5,216
-143
| -3% | -$13.2K | 0.15% | 97 |
|
|
2018
Q2 | $459K | Buy |
5,359
+559
| +12% | +$46.7K | 0.15% | 101 |
|
|
2018
Q1 | $385K | Buy |
4,800
+1,052
| +28% | +$86.8K | 0.13% | 112 |
|
|
2017
Q4 | $303K | Buy |
+3,748
| New | +$300K | 0.1% | 126 |
|
|
2014
Q1 | – | Sell |
-4,798
| Closed | -$275K | – | 117 |
|
|
2013
Q4 | $275K | Buy |
4,798
+168
| +4% | +$9.53K | 0.27% | 85 |
|
|
2013
Q3 | $247K | Buy |
+4,630
| New | +$249K | 0.29% | 73 |
|
Other funds holding MDT
McKinley Carter Wealth Services's MDT Position: Q2 2025 in Review
McKinley Carter Wealth Services sold out of Medtronic (MDT) in Q2 2025, closing a stake of 20,599 shares — an estimated $1.85M sold.
McKinley Carter Wealth Services first reported a position in MDT in Q3 2013 and held it in 30 quarters. The position peaked at $1.85M in Q1 2025. 2,139 funds tracked by Wall St. Rank hold MDT as of Q2 2025.
- McKinley Carter Wealth Services reported no remaining Medtronic position as of Q2 2025 after selling out during the quarter.
- McKinley Carter Wealth Services sold 20,599 Medtronic shares in Q2 2025, an estimated $1.85M.
- McKinley Carter Wealth Services first reported a position in Medtronic in Q3 2013 and held it in 30 quarters.
- McKinley Carter Wealth Services's Medtronic position peaked at $1.85M in Q1 2025.
- 2,139 funds tracked by Wall St. Rank held Medtronic as of Q2 2025.
Based on McKinley Carter Wealth Services's 13F filing for Q2 2025, filed 24 Jul 2025.