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Wealthcare Capital Partners’s Medtronic MDT Stock Holding History

Wealthcare Capital Partners’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
Q4 		– Sell
-2,176
Closed -$207K – 157
2025
Q3 		$207K Buy
+2,176
New +$200K 0.1% 142
2025
Q2 		– Sell
-2,287
Closed -$205K – 146
2025
Q1 		$205K Buy
+2,287
New +$205K 0.11% 124

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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
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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Wealthcare Capital Partners's MDT Position: Q4 2025 in Review

Wealthcare Capital Partners sold out of Medtronic (MDT) in Q4 2025, closing a stake of 2,176 shares — an estimated $207K sold.

Wealthcare Capital Partners first reported a position in MDT in Q1 2025 and held it in 2 quarters. The position peaked at $207K in Q3 2025. 2,312 funds tracked by Wall St. Rank hold MDT as of Q4 2025.

  • Wealthcare Capital Partners reported no remaining Medtronic position as of Q4 2025 after selling out during the quarter.
  • Wealthcare Capital Partners sold 2,176 Medtronic shares in Q4 2025, an estimated $207K.
  • Wealthcare Capital Partners first reported a position in Medtronic in Q1 2025 and held it in 2 quarters.
  • Wealthcare Capital Partners's Medtronic position peaked at $207K in Q3 2025.
  • 2,312 funds tracked by Wall St. Rank held Medtronic as of Q4 2025.

Based on Wealthcare Capital Partners's 13F filing for Q4 2025, filed 14 Jan 2026.