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Mills Wealth Advisors’s Medtronic MDT Stock Holding History

Mills Wealth Advisors’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 		– Sell
-2,818
Closed -$245K – 74
2025
Q2 		$245K Sell
2,818
-3
-0.1% -$254 0.11% 59
2025
Q1 		$253K Sell
2,821
-41
-1% -$3.67K 0.13% 55
2024
Q4 		$229K Sell
2,862
-39
-1% -$3.38K 0.13% 55
2024
Q3 		$261K Buy
2,901
+263
+10% +$22.1K 0.18% 46
2024
Q2 		$208K Buy
2,638
+142
+6% +$11.6K 0.15% 50
2024
Q1 		$218K Sell
2,496
-6
-0.2% -$512 0.16% 49
2023
Q4 		$206K Sell
2,502
-64
-2% -$4.88K 0.16% 48
2023
Q3 		$201K Buy
2,566
+138
+6% +$11.6K 0.16% 45
2023
Q2 		$213K Buy
+2,428
New +$209K 0.16% 42

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

Mills Wealth Advisors's MDT Position: Q3 2025 in Review

Mills Wealth Advisors sold out of Medtronic (MDT) in Q3 2025, closing a stake of 2,818 shares — an estimated $245K sold.

Mills Wealth Advisors first reported a position in MDT in Q2 2023 and held it in 9 quarters. The position peaked at $261K in Q3 2024. 2,169 funds tracked by Wall St. Rank hold MDT as of Q3 2025.

  • Mills Wealth Advisors reported no remaining Medtronic position as of Q3 2025 after selling out during the quarter.
  • Mills Wealth Advisors sold 2,818 Medtronic shares in Q3 2025, an estimated $245K.
  • Mills Wealth Advisors first reported a position in Medtronic in Q2 2023 and held it in 9 quarters.
  • Mills Wealth Advisors's Medtronic position peaked at $261K in Q3 2024.
  • 2,169 funds tracked by Wall St. Rank held Medtronic as of Q3 2025.

Based on Mills Wealth Advisors's 13F filing for Q3 2025, filed 10 Oct 2025.