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WFA Asset Management’s Medtronic MDT Stock Holding History

WFA Asset Management’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
-50
Closed -$3.94K – 208
2025
Q2 		$3.94K Hold
50
– – ﹤0.01% 181
2025
Q1 		$4.36K Buy
+50
New +$4.47K ﹤0.01% 202
2024
Q3 		– Sell
-50
Closed -$3.94K – 209
2024
Q2 		$3.94K Hold
50
– – ﹤0.01% 182
2024
Q1 		$4.36K Sell
50
-200
-80% -$17.1K ﹤0.01% 203
2023
Q4 		$20.6K Sell
250
-65
-21% -$4.95K 0.01% 142
2023
Q3 		$24.7K Buy
315
+15
+5% +$1.26K 0.01% 135
2023
Q2 		$26.4K Hold
300
– – 0.02% 133
2023
Q1 		$24.2K Buy
+300
New +$24.5K 0.01% 135

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

WFA Asset Management's MDT Position: Q3 2025 in Review

WFA Asset Management sold out of Medtronic (MDT) in Q3 2025, closing a stake of 50 shares — an estimated $3.94K sold.

WFA Asset Management first reported a position in MDT in Q1 2023 and held it in 8 quarters. The position peaked at $26.4K in Q2 2023. 2,169 funds tracked by Wall St. Rank hold MDT as of Q3 2025.

  • WFA Asset Management reported no remaining Medtronic position as of Q3 2025 after selling out during the quarter.
  • WFA Asset Management sold 50 Medtronic shares in Q3 2025, an estimated $3.94K.
  • WFA Asset Management first reported a position in Medtronic in Q1 2023 and held it in 8 quarters.
  • WFA Asset Management's Medtronic position peaked at $26.4K in Q2 2023.
  • 2,169 funds tracked by Wall St. Rank held Medtronic as of Q3 2025.

Based on WFA Asset Management's 13F filing for Q3 2025, filed 30 Oct 2025.