Navigoe Wealth Management’s Medtronic MDT Stock Holding History

Navigoe 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 Q1	–	Sell	-1	Closed	–	–	173
2024 Q4	$0	Buy	+1	New	+$87	﹤0.01%	167

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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

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

Navigoe Wealth Management's MDT Position: Q1 2025 in Review

Navigoe Wealth Management sold out of Medtronic (MDT) in Q1 2025, closing a stake of 1 share.

Navigoe Wealth Management first reported a position in MDT in Q4 2024 and held it in 1 quarter. The position peaked at $0 in Q4 2024. 2,170 funds tracked by Wall St. Rank hold MDT as of Q1 2025.

Navigoe Wealth Management reported no remaining Medtronic position as of Q1 2025 after selling out during the quarter.
Navigoe Wealth Management sold 1 Medtronic share in Q1 2025.
Navigoe Wealth Management first reported a position in Medtronic in Q4 2024 and held it in 1 quarter.
Navigoe Wealth Management's Medtronic position peaked at $0 in Q4 2024.
2,170 funds tracked by Wall St. Rank held Medtronic as of Q1 2025.

Based on Navigoe Wealth Management's 13F filing for Q1 2025, filed 9 May 2025.