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Roberts Wealth Advisors’s Medtronic MDT Stock Holding History

Roberts 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
Q3 		– Sell
-34,152
Closed -$2.98M – 100
2025
Q2 		$2.98M Sell
34,152
-358
-1% -$30.4K 0.86% 41
2025
Q1 		$3.1M Sell
34,510
-171
-0.5% -$15.3K 0.96% 35
2024
Q4 		$2.96M Sell
34,681
-15,334
-31% -$1.33M 0.9% 37
2024
Q3 		$4.41M Buy
50,015
+850
+2% +$71.5K 1.43% 24
2024
Q2 		$3.78M Buy
49,165
+1,596
+3% +$131K 1.29% 26
2024
Q1 		$3.82M Buy
47,569
+1,137
+2% +$97K 1.43% 25
2023
Q4 		$12.1M Buy
46,432
+1,987
+4% +$151K 1.89% 19
2023
Q3 		$3.19M Buy
44,445
+778
+2% +$65.1K 1.4% 25
2023
Q2 		$3.85M Sell
43,667
-84
-0.2% -$7.23K 1.69% 20
2023
Q1 		$3.48M Buy
43,751
+11,370
+35% +$927K 1.59% 20
2022
Q4 		$2.53M Sell
32,381
-5,852
-15% -$474K 1.22% 30
2022
Q3 		$3.23M Buy
38,233
+169
+0.4% +$15.2K 1.59% 18
2022
Q2 		$3.41M Buy
38,064
+1,199
+3% +$121K 1.48% 21
2022
Q1 		$4.15M Buy
36,865
+1,180
+3% +$125K 1.63% 17
2021
Q4 		$3.79M Buy
35,685
+809
+2% +$93.7K 1.36% 23
2021
Q3 		$4.37M Buy
+34,876
New +$4.51M 1.73% 14

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

Roberts Wealth Advisors's MDT Position: Q3 2025 in Review

Roberts Wealth Advisors sold out of Medtronic (MDT) in Q3 2025, closing a stake of 34,152 shares — an estimated $2.98M sold.

Roberts Wealth Advisors first reported a position in MDT in Q3 2021 and held it in 16 quarters. The position peaked at $12.1M in Q4 2023. 2,169 funds tracked by Wall St. Rank hold MDT as of Q3 2025.

  • Roberts Wealth Advisors reported no remaining Medtronic position as of Q3 2025 after selling out during the quarter.
  • Roberts Wealth Advisors sold 34,152 Medtronic shares in Q3 2025, an estimated $2.98M.
  • Roberts Wealth Advisors first reported a position in Medtronic in Q3 2021 and held it in 16 quarters.
  • Roberts Wealth Advisors's Medtronic position peaked at $12.1M in Q4 2023.
  • 2,169 funds tracked by Wall St. Rank held Medtronic as of Q3 2025.

Based on Roberts Wealth Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.