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MorganRosel Wealth Management’s Medtronic MDT Stock Holding History

MorganRosel 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
Q3 		– Sell
-857
Closed -$74.7K – 251
2025
Q2 		$74.7K Hold
857
– – 0.02% 160
2025
Q1 		$77K Buy
+857
New +$76.7K 0.02% 144

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

MorganRosel Wealth Management's MDT Position: Q3 2025 in Review

MorganRosel Wealth Management sold out of Medtronic (MDT) in Q3 2025, closing a stake of 857 shares — an estimated $74.7K sold.

MorganRosel Wealth Management first reported a position in MDT in Q1 2025 and held it in 2 quarters. The position peaked at $77K in Q1 2025. 2,169 funds tracked by Wall St. Rank hold MDT as of Q3 2025.

  • MorganRosel Wealth Management reported no remaining Medtronic position as of Q3 2025 after selling out during the quarter.
  • MorganRosel Wealth Management sold 857 Medtronic shares in Q3 2025, an estimated $74.7K.
  • MorganRosel Wealth Management first reported a position in Medtronic in Q1 2025 and held it in 2 quarters.
  • MorganRosel Wealth Management's Medtronic position peaked at $77K in Q1 2025.
  • 2,169 funds tracked by Wall St. Rank held Medtronic as of Q3 2025.

Based on MorganRosel Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.