Strategic Wealth Investment Group’s Medtronic MDT Stock Holding History

Strategic Wealth Investment 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 Q3	–	Sell	-50	Closed	-$4.36K	–	173
2025 Q2	$4.36K	Buy	+50	New	+$4.24K	0.01%	104
2025 Q1	–	Sell	-6,465	Closed	-$516K	–	90
2024 Q4	$516K	Hold	6,465	–	–	0.06%	95
2024 Q3	$582K	Sell	6,465 -21	-0.3%	-$1.77K	0.06%	93
2024 Q2	$500K	Buy	+6,486	New	+$532K	0.06%	91
2023 Q4	$534K	Buy	6,482 +16	+0.2%	+$1.22K	0.08%	79
2023 Q3	$507K	Buy	6,466 +88	+1%	+$7.37K	0.09%	70
2023 Q2	$562K	Buy	+6,378	New	+$549K	0.09%	86

Other funds holding MDT

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Strategic Wealth Investment Group's MDT Position: Q3 2025 in Review

Strategic Wealth Investment Group sold out of Medtronic (MDT) in Q3 2025, closing a stake of 50 shares — an estimated $4.36K sold.

Strategic Wealth Investment Group first reported a position in MDT in Q2 2023 and held it in 7 quarters. The position peaked at $582K in Q3 2024. 2,169 funds tracked by Wall St. Rank hold MDT as of Q3 2025.

Strategic Wealth Investment Group reported no remaining Medtronic position as of Q3 2025 after selling out during the quarter.
Strategic Wealth Investment Group sold 50 Medtronic shares in Q3 2025, an estimated $4.36K.
Strategic Wealth Investment Group first reported a position in Medtronic in Q2 2023 and held it in 7 quarters.
Strategic Wealth Investment Group's Medtronic position peaked at $582K in Q3 2024.
2,169 funds tracked by Wall St. Rank held Medtronic as of Q3 2025.

Based on Strategic Wealth Investment Group's 13F filing for Q3 2025, filed 14 Nov 2025.