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Secured Retirement Advisors’s Medtronic MDT Stock Holding History

Secured Retirement 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
-2,659
Closed -$212K – 148
2024
Q4 		$212K Buy
2,659
+58
+2% +$5.02K 0.12% 133
2024
Q3 		$234K Sell
2,601
-59
-2% -$4.96K 0.17% 102
2024
Q2 		$209K Buy
2,660
+32
+1% +$2.62K 0.16% 115
2024
Q1 		$229K Hold
2,628
– – 0.19% 103
2023
Q4 		$217K Buy
+2,628
New +$200K 0.21% 99

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

Secured Retirement Advisors's MDT Position: Q1 2025 in Review

Secured Retirement Advisors sold out of Medtronic (MDT) in Q1 2025, closing a stake of 2,659 shares — an estimated $212K sold.

Secured Retirement Advisors first reported a position in MDT in Q4 2023 and held it in 5 quarters. The position peaked at $234K in Q3 2024. 2,170 funds tracked by Wall St. Rank hold MDT as of Q1 2025.

  • Secured Retirement Advisors reported no remaining Medtronic position as of Q1 2025 after selling out during the quarter.
  • Secured Retirement Advisors sold 2,659 Medtronic shares in Q1 2025, an estimated $212K.
  • Secured Retirement Advisors first reported a position in Medtronic in Q4 2023 and held it in 5 quarters.
  • Secured Retirement Advisors's Medtronic position peaked at $234K in Q3 2024.
  • 2,170 funds tracked by Wall St. Rank held Medtronic as of Q1 2025.

Based on Secured Retirement Advisors's 13F filing for Q1 2025, filed 1 May 2025.