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Ruedi Wealth Management’s Medtronic MDT Stock Holding History

Ruedi 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
Q2 		– Sell
-37
Closed -$3.33K – 218
2025
Q1 		$3.33K Hold
37
– – ﹤0.01% 241
2024
Q4 		$2.96K Hold
37
– – ﹤0.01% 248
2024
Q3 		$3.33K Hold
37
– – ﹤0.01% 245
2024
Q2 		$2.91K Hold
37
– – ﹤0.01% 294
2024
Q1 		$3.23K Hold
37
– – ﹤0.01% 218
2023
Q4 		$3.05K Buy
+37
New +$2.82K ﹤0.01% 195
2023
Q1 		– Sell
-74
Closed -$5.75K – 275
2022
Q4 		$5.75K Buy
+74
New +$6K ﹤0.01% 171

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
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

Ruedi Wealth Management's MDT Position: Q2 2025 in Review

Ruedi Wealth Management sold out of Medtronic (MDT) in Q2 2025, closing a stake of 37 shares — an estimated $3.33K sold.

Ruedi Wealth Management first reported a position in MDT in Q4 2022 and held it in 7 quarters. The position peaked at $5.75K in Q4 2022. 2,139 funds tracked by Wall St. Rank hold MDT as of Q2 2025.

  • Ruedi Wealth Management reported no remaining Medtronic position as of Q2 2025 after selling out during the quarter.
  • Ruedi Wealth Management sold 37 Medtronic shares in Q2 2025, an estimated $3.33K.
  • Ruedi Wealth Management first reported a position in Medtronic in Q4 2022 and held it in 7 quarters.
  • Ruedi Wealth Management's Medtronic position peaked at $5.75K in Q4 2022.
  • 2,139 funds tracked by Wall St. Rank held Medtronic as of Q2 2025.

Based on Ruedi Wealth Management's 13F filing for Q2 2025, filed 25 Jul 2025.