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Proquility Private Wealth Partners’s Medtronic MDT Stock Holding History

Proquility Private Wealth Partners’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 		$4.33M Buy
48,181
+28,127
+140% +$2.52M 1.33% 22
2024
Q4 		$1.6M Sell
20,054
-22,872
-53% -$1.98M 0.52% 57
2024
Q3 		$3.86M Sell
42,926
-347
-0.8% -$29.2K 1.24% 25
2024
Q2 		$3.41M Buy
43,273
+1,224
+3% +$100K 1.16% 31
2024
Q1 		$3.66M Buy
42,049
+19,087
+83% +$1.63M 1.26% 25
2023
Q4 		$1.89M Sell
22,962
-16,758
-42% -$1.28M 0.72% 44
2023
Q3 		$3.11M Sell
39,720
-1,692
-4% -$142K 1.28% 25
2023
Q2 		$3.65M Buy
41,412
+76
+0.2% +$6.54K 1.43% 23
2023
Q1 		$3.33M Buy
41,336
+25,998
+170% +$2.12M 1.32% 22
2022
Q4 		$1.19M Sell
15,338
-15,623
-50% -$1.27M 0.49% 56
2022
Q3 		$2.5M Buy
30,961
+3,168
+11% +$285K 1.15% 29
2022
Q2 		$2.49M Sell
27,793
-2,028
-7% -$205K 1.07% 30
2022
Q1 		$3.02M Buy
29,821
+5,714
+24% +$604K 1.26% 25
2021
Q4 		$2.53M Sell
24,107
-730
-3% -$84.5K 0.89% 39
2021
Q3 		$3.11M Buy
24,837
+603
+2% +$78K 1.18% 31
2021
Q2 		$3.01M Buy
24,234
+492
+2% +$61.8K 1.13% 33
2021
Q1 		$2.81M Buy
23,742
+11,533
+94% +$1.35M 1.12% 32
2020
Q4 		$1.43M Buy
+12,209
New +$1.34M 0.65% 44

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Proquility Private Wealth Partners's MDT Position: Q1 2025 in Review

Proquility Private Wealth Partners increased its Medtronic (MDT) stake by 140% in Q1 2025, buying an estimated $2.52M and bringing the position to 48,181 shares worth $4.33M. The position accounts for 1.33% of the portfolio, ranked #22.

Proquility Private Wealth Partners first reported a position in MDT in Q4 2020 and has held it in 18 quarters since. 2,170 funds tracked by Wall St. Rank hold MDT as of Q1 2025.

  • Proquility Private Wealth Partners held 48,181 shares of Medtronic worth $4.33M as of Q1 2025.
  • Proquility Private Wealth Partners bought 28,127 Medtronic shares in Q1 2025, an estimated $2.52M.
  • Medtronic made up 1.33% of Proquility Private Wealth Partners's portfolio in Q1 2025, its #22 holding.
  • Proquility Private Wealth Partners first reported a position in Medtronic in Q4 2020 and has held it in 18 quarters since.
  • 2,170 funds tracked by Wall St. Rank held Medtronic as of Q1 2025.

Based on Proquility Private Wealth Partners's 13F filing for Q1 2025, filed 15 May 2025.