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Wallace Advisory Group’s Medtronic MDT Stock Holding History

Wallace Advisory 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
-3,045
Closed -$274K – 180
2025
Q2 		$274K Sell
3,045
-5,159
-63% -$438K 0.2% 144
2025
Q1 		$655K Buy
8,204
+47
+0.6% +$4.21K 0.45% 58
2024
Q4 		$734K Buy
8,157
+933
+13% +$80.8K 0.51% 52
2024
Q3 		$569K Sell
7,224
-145
-2% -$12.2K 0.42% 56
2024
Q2 		$580K Buy
7,369
+3,729
+102% +$306K 0.42% 56
2024
Q1 		$300K Sell
3,640
-2,724
-43% -$232K 0.23% 120
2023
Q4 		$499K Buy
6,364
+1,475
+30% +$112K 0.39% 63
2023
Q3 		$431K Buy
4,889
+792
+19% +$66.3K 0.31% 85
2023
Q2 		$330K Hold
4,097
– – 0.25% 106
2023
Q1 		$330K Buy
+4,097
New +$334K 0.25% 106

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

Wallace Advisory Group's MDT Position: Q3 2025 in Review

Wallace Advisory Group sold out of Medtronic (MDT) in Q3 2025, closing a stake of 3,045 shares — an estimated $274K sold.

Wallace Advisory Group first reported a position in MDT in Q1 2023 and held it in 10 quarters. The position peaked at $734K in Q4 2024. 2,169 funds tracked by Wall St. Rank hold MDT as of Q3 2025.

  • Wallace Advisory Group reported no remaining Medtronic position as of Q3 2025 after selling out during the quarter.
  • Wallace Advisory Group sold 3,045 Medtronic shares in Q3 2025, an estimated $274K.
  • Wallace Advisory Group first reported a position in Medtronic in Q1 2023 and held it in 10 quarters.
  • Wallace Advisory Group's Medtronic position peaked at $734K in Q4 2024.
  • 2,169 funds tracked by Wall St. Rank held Medtronic as of Q3 2025.

Based on Wallace Advisory Group's 13F filing for Q3 2025, filed 16 Oct 2025.