Wells Financial Advisors’s Medtronic MDT Stock Holding History

Wells Financial Advisors’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
2024 Q4	–	Sell	-37	Closed	-$3.36K	–	92
2024 Q3	$3.36K	Buy	+37	New	+$3.11K	﹤0.01%	97

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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

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

Wells Financial Advisors's MDT Position: Q4 2024 in Review

Wells Financial Advisors sold out of Medtronic (MDT) in Q4 2024, closing a stake of 37 shares — an estimated $3.36K sold.

Wells Financial Advisors first reported a position in MDT in Q3 2024 and held it in 1 quarter. The position peaked at $3.36K in Q3 2024. 2,123 funds tracked by Wall St. Rank hold MDT as of Q4 2024.

Wells Financial Advisors reported no remaining Medtronic position as of Q4 2024 after selling out during the quarter.
Wells Financial Advisors sold 37 Medtronic shares in Q4 2024, an estimated $3.36K.
Wells Financial Advisors first reported a position in Medtronic in Q3 2024 and held it in 1 quarter.
Wells Financial Advisors's Medtronic position peaked at $3.36K in Q3 2024.
2,123 funds tracked by Wall St. Rank held Medtronic as of Q4 2024.

Based on Wells Financial Advisors's 13F filing for Q4 2024, filed 12 Feb 2025.