WAG
MDT icon

Wiser Advisor Group’s Medtronic MDT Stock Holding History

Wiser Advisor Group’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
Closed -$204 – 248
2025
Q3 		$204 Buy
+2
New +$184 ﹤0.01% 244
2025
Q2 		– Sell
-2
Closed -$189 – 166
2025
Q1 		$189 Hold
2
– – ﹤0.01% 267
2024
Q4 		$167 Hold
2
– – ﹤0.01% 262
2024
Q3 		$186 Sell
2
-1
-33% -$84 ﹤0.01% 257
2024
Q2 		$162 Buy
3
+1
+50% +$82 ﹤0.01% 295
2024
Q1 		$177 Hold
2
– – ﹤0.01% 296
2023
Q4 		$166 Buy
+2
New +$152 ﹤0.01% 295

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

Wiser Advisor Group's MDT Position: Q4 2025 in Review

Wiser Advisor Group sold out of Medtronic (MDT) in Q4 2025, closing a stake of 2 shares — an estimated $204 sold.

Wiser Advisor Group first reported a position in MDT in Q4 2023 and held it in 7 quarters. The position peaked at $204 in Q3 2025. 2,312 funds tracked by Wall St. Rank hold MDT as of Q4 2025.

  • Wiser Advisor Group reported no remaining Medtronic position as of Q4 2025 after selling out during the quarter.
  • Wiser Advisor Group sold 2 Medtronic shares in Q4 2025, an estimated $204.
  • Wiser Advisor Group first reported a position in Medtronic in Q4 2023 and held it in 7 quarters.
  • Wiser Advisor Group's Medtronic position peaked at $204 in Q3 2025.
  • 2,312 funds tracked by Wall St. Rank held Medtronic as of Q4 2025.

Based on Wiser Advisor Group's 13F filing for Q4 2025, filed 9 Feb 2026.