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Wood Tarver Financial Group’s Medtronic MDT Stock Holding History

Wood Tarver Financial 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
Q3 		– Sell
-339
Closed -$29K – 435
2025
Q2 		$29K Hold
339
– – 0.01% 327
2025
Q1 		$30.5K Sell
339
-1
-0.3% -$89 0.01% 311
2024
Q4 		$27K Buy
+340
New +$29.4K 0.01% 319

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

Wood Tarver Financial Group's MDT Position: Q3 2025 in Review

Wood Tarver Financial Group sold out of Medtronic (MDT) in Q3 2025, closing a stake of 339 shares — an estimated $29K sold.

Wood Tarver Financial Group first reported a position in MDT in Q4 2024 and held it in 3 quarters. The position peaked at $30.5K in Q1 2025. 2,169 funds tracked by Wall St. Rank hold MDT as of Q3 2025.

  • Wood Tarver Financial Group reported no remaining Medtronic position as of Q3 2025 after selling out during the quarter.
  • Wood Tarver Financial Group sold 339 Medtronic shares in Q3 2025, an estimated $29K.
  • Wood Tarver Financial Group first reported a position in Medtronic in Q4 2024 and held it in 3 quarters.
  • Wood Tarver Financial Group's Medtronic position peaked at $30.5K in Q1 2025.
  • 2,169 funds tracked by Wall St. Rank held Medtronic as of Q3 2025.

Based on Wood Tarver Financial Group's 13F filing for Q3 2025, filed 14 Nov 2025.