Moser Wealth Advisors’s Medtronic MDT Stock Holding History

Moser 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 Q2	$3.05K	Buy	+35	New	+$2.97K	﹤0.01%	179
2022 Q4	–	Sell	-70	Closed	-$6K	–	140
2022 Q3	$6K	Hold	70	–	–	﹤0.01%	119
2022 Q2	$6K	Hold	70	–	–	﹤0.01%	115
2022 Q1	$8K	Hold	70	–	–	0.01%	116
2021 Q4	$7K	Hold	70	–	–	﹤0.01%	123
2021 Q3	$9K	Buy	+70	New	+$9.06K	0.01%	116

Other funds holding MDT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Moser Wealth Advisors's MDT Position: Q2 2025 in Review

Moser Wealth Advisors opened a new position in Medtronic (MDT) in Q2 2025: 35 shares worth $3.05K. The stake represents ﹤0.01% of the portfolio and ranks #179 among its holdings. This is a return to the name: Moser Wealth Advisors previously reported a position in MDT as recently as Q3 2022.

Moser Wealth Advisors first reported a position in MDT in Q3 2021 and has held it in 6 quarters since. The position peaked at $9K in Q3 2021. 2,139 funds tracked by Wall St. Rank hold MDT as of Q2 2025.

Moser Wealth Advisors held 35 shares of Medtronic worth $3.05K as of Q2 2025.
Medtronic was a new Moser Wealth Advisors position in Q2 2025.
Medtronic made up ﹤0.01% of Moser Wealth Advisors's portfolio in Q2 2025, its #179 holding.
Moser Wealth Advisors first reported a position in Medtronic in Q3 2021 and has held it in 6 quarters since.
Moser Wealth Advisors's Medtronic position peaked at $9K in Q3 2021.
2,139 funds tracked by Wall St. Rank held Medtronic as of Q2 2025.

Based on Moser Wealth Advisors's 13F filing for Q2 2025, filed 31 Jul 2025.