San Luis Wealth Advisors’s Medtronic MDT Stock Holding History

San Luis 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 Q1	–	Sell	-9,108	Closed	-$728K	–	151
2024 Q4	$728K	Buy	9,108 +1,692	+23%	+$146K	0.14%	81
2024 Q3	$668K	Buy	7,416 +4,146	+127%	+$349K	0.14%	82
2024 Q2	$257K	Buy	+3,270	New	+$268K	0.06%	115
2023 Q2	–	Sell	-13,520	Closed	-$1.09M	–	176
2023 Q1	$1.09M	Sell	13,520 -18,664	-58%	-$1.52M	0.42%	66
2022 Q4	$2.5M	Buy	32,184 +6,154	+24%	+$499K	2.33%	12
2022 Q3	$2.1M	Buy	26,030 +8,107	+45%	+$729K	2.2%	10
2022 Q2	$1.61M	Buy	17,923 +10,630	+146%	+$1.08M	1.85%	14
2022 Q1	$754K	Hold	7,293	–	–	0.37%	61
2021 Q4	$754K	Sell	7,293 -5,987	-45%	-$693K	0.77%	33
2021 Q3	$1.67M	Buy	+13,280	New	+$1.72M	0.93%	27
2020 Q4	$592K	Buy	+5,056	New	+$557K	0.38%	68

Other funds holding MDT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

San Luis Wealth Advisors's MDT Position: Q1 2025 in Review

San Luis Wealth Advisors sold out of Medtronic (MDT) in Q1 2025, closing a stake of 9,108 shares — an estimated $728K sold.

San Luis Wealth Advisors first reported a position in MDT in Q4 2020 and held it in 11 quarters. The position peaked at $2.5M in Q4 2022. 2,177 funds tracked by Wall St. Rank hold MDT as of Q1 2025.

San Luis Wealth Advisors reported no remaining Medtronic position as of Q1 2025 after selling out during the quarter.
San Luis Wealth Advisors sold 9,108 Medtronic shares in Q1 2025, an estimated $728K.
San Luis Wealth Advisors first reported a position in Medtronic in Q4 2020 and held it in 11 quarters.
San Luis Wealth Advisors's Medtronic position peaked at $2.5M in Q4 2022.
2,177 funds tracked by Wall St. Rank held Medtronic as of Q1 2025.

Based on San Luis Wealth Advisors's 13F filing for Q1 2025, filed 15 Apr 2025.