Potentia Wealth’s Medtronic MDT Stock Holding History

Potentia Wealth’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	-7,469	Closed	-$597K	–	92
2024 Q4	$597K	Buy	+7,469	New	+$647K	0.27%	53

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

Potentia Wealth's MDT Position: Q1 2025 in Review

Potentia Wealth sold out of Medtronic (MDT) in Q1 2025, closing a stake of 7,469 shares — an estimated $597K sold.

Potentia Wealth first reported a position in MDT in Q4 2024 and held it in 1 quarter. The position peaked at $597K in Q4 2024. 2,170 funds tracked by Wall St. Rank hold MDT as of Q1 2025.

Potentia Wealth reported no remaining Medtronic position as of Q1 2025 after selling out during the quarter.
Potentia Wealth sold 7,469 Medtronic shares in Q1 2025, an estimated $597K.
Potentia Wealth first reported a position in Medtronic in Q4 2024 and held it in 1 quarter.
Potentia Wealth's Medtronic position peaked at $597K in Q4 2024.
2,170 funds tracked by Wall St. Rank held Medtronic as of Q1 2025.

Based on Potentia Wealth's 13F filing for Q1 2025, filed 12 May 2025.