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Wealth Architects’s Medtronic MDT Stock Holding History

Wealth Architects’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
Q2 		– Sell
-5,759
Closed -$518K – 234
2025
Q1 		$518K Buy
+5,759
New +$515K 0.06% 134
2022
Q2 		– Sell
-2,043
Closed -$227K – 195
2022
Q1 		$227K Buy
2,043
+52
+3% +$5.49K 0.04% 177
2021
Q4 		$206K Buy
1,991
+98
+5% +$11.3K 0.04% 186
2021
Q3 		$237K Buy
1,893
+92
+5% +$11.9K 0.05% 160
2021
Q2 		$224K Buy
+1,801
New +$226K 0.04% 165
2018
Q4 		– Sell
-2,205
Closed -$217K – 137
2018
Q3 		$217K Buy
+2,205
New +$204K 0.07% 127

Other funds holding MDT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wealth Architects's MDT Position: Q2 2025 in Review

Wealth Architects sold out of Medtronic (MDT) in Q2 2025, closing a stake of 5,759 shares — an estimated $518K sold.

Wealth Architects first reported a position in MDT in Q3 2018 and held it in 6 quarters. The position peaked at $518K in Q1 2025. 2,145 funds tracked by Wall St. Rank hold MDT as of Q2 2025.

  • Wealth Architects reported no remaining Medtronic position as of Q2 2025 after selling out during the quarter.
  • Wealth Architects sold 5,759 Medtronic shares in Q2 2025, an estimated $518K.
  • Wealth Architects first reported a position in Medtronic in Q3 2018 and held it in 6 quarters.
  • Wealth Architects's Medtronic position peaked at $518K in Q1 2025.
  • 2,145 funds tracked by Wall St. Rank held Medtronic as of Q2 2025.

Based on Wealth Architects's 13F filing for Q2 2025, filed 25 Jul 2025.