Wingate Wealth Advisors’s Medtronic MDT Stock Holding History

Wingate Wealth 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
2025 Q1	–	Sell	-260	Closed	-$20.8K	–	286
2024 Q4	$20.8K	Buy	+260	New	+$22.5K	0.02%	283

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

Wingate Wealth Advisors's MDT Position: Q1 2025 in Review

Wingate Wealth Advisors sold out of Medtronic (MDT) in Q1 2025, closing a stake of 260 shares — an estimated $20.8K sold.

Wingate Wealth Advisors first reported a position in MDT in Q4 2024 and held it in 1 quarter. The position peaked at $20.8K in Q4 2024. 2,170 funds tracked by Wall St. Rank hold MDT as of Q1 2025.

Wingate Wealth Advisors reported no remaining Medtronic position as of Q1 2025 after selling out during the quarter.
Wingate Wealth Advisors sold 260 Medtronic shares in Q1 2025, an estimated $20.8K.
Wingate Wealth Advisors first reported a position in Medtronic in Q4 2024 and held it in 1 quarter.
Wingate Wealth Advisors's Medtronic position peaked at $20.8K in Q4 2024.
2,170 funds tracked by Wall St. Rank held Medtronic as of Q1 2025.

Based on Wingate Wealth Advisors's 13F filing for Q1 2025, filed 24 Apr 2025.