WD Rutherford’s Medtronic MDT Stock Holding History

WD Rutherford’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	-115	Closed	-$10K	–	86
2025 Q2	$10K	Buy	+115	New	+$9.75K	﹤0.01%	92
2024 Q3	–	Sell	-2,205	Closed	-$174K	–	90
2024 Q2	$174K	Sell	2,205 -925	-30%	-$75.8K	0.09%	80
2024 Q1	$273K	Buy	+3,130	New	+$267K	0.14%	75
2023 Q1	–	Sell	-1,530	Closed	-$119K	–	107
2022 Q4	$119K	Sell	1,530 -829	-35%	-$67.2K	0.09%	76
2022 Q3	$190K	Sell	2,359 -160	-6%	-$14.4K	0.15%	73
2022 Q2	$226K	Hold	2,519	–	–	0.17%	65
2022 Q1	$279K	Buy	2,519 +270	+12%	+$28.5K	0.16%	67
2021 Q4	$233K	Buy	2,249 +182	+9%	+$21.1K	0.12%	76
2021 Q3	$259K	Sell	2,067 -40	-2%	-$5.18K	0.14%	68
2021 Q2	$262K	Buy	2,107 +20	+1%	+$2.51K	0.15%	70
2021 Q1	$247K	Buy	2,087 +275	+15%	+$32.2K	0.15%	73
2020 Q4	$212K	Buy	+1,812	New	+$199K	0.13%	66

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

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

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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

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

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

WD Rutherford's MDT Position: Q3 2025 in Review

WD Rutherford sold out of Medtronic (MDT) in Q3 2025, closing a stake of 115 shares — an estimated $10K sold.

WD Rutherford first reported a position in MDT in Q4 2020 and held it in 12 quarters. The position peaked at $279K in Q1 2022. 2,177 funds tracked by Wall St. Rank hold MDT as of Q3 2025.

WD Rutherford reported no remaining Medtronic position as of Q3 2025 after selling out during the quarter.
WD Rutherford sold 115 Medtronic shares in Q3 2025, an estimated $10K.
WD Rutherford first reported a position in Medtronic in Q4 2020 and held it in 12 quarters.
WD Rutherford's Medtronic position peaked at $279K in Q1 2022.
2,177 funds tracked by Wall St. Rank held Medtronic as of Q3 2025.

Based on WD Rutherford's 13F filing for Q3 2025, filed 23 Oct 2025.