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RIA Advisory Group’s Medtronic MDT Stock Holding History

RIA Advisory Group’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
-4,773
Closed -$381K – 154
2024
Q4 		$381K Buy
4,773
+146
+3% +$12.6K 0.13% 91
2024
Q3 		$417K Buy
+4,627
New +$389K 0.15% 77
2024
Q1 		$320K Buy
+3,670
New +$313K 0.13% 94

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

RIA Advisory Group's MDT Position: Q1 2025 in Review

RIA Advisory Group sold out of Medtronic (MDT) in Q1 2025, closing a stake of 4,773 shares — an estimated $381K sold.

RIA Advisory Group first reported a position in MDT in Q1 2024 and held it in 3 quarters. The position peaked at $417K in Q3 2024. 2,170 funds tracked by Wall St. Rank hold MDT as of Q1 2025.

  • RIA Advisory Group reported no remaining Medtronic position as of Q1 2025 after selling out during the quarter.
  • RIA Advisory Group sold 4,773 Medtronic shares in Q1 2025, an estimated $381K.
  • RIA Advisory Group first reported a position in Medtronic in Q1 2024 and held it in 3 quarters.
  • RIA Advisory Group's Medtronic position peaked at $417K in Q3 2024.
  • 2,170 funds tracked by Wall St. Rank held Medtronic as of Q1 2025.

Based on RIA Advisory Group's 13F filing for Q1 2025, filed 12 May 2025.