World Equity Group’s Medtronic MDT Stock Holding History

World Equity 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	-2,882	Closed	-$251K	–	366
2025 Q2	$251K	Buy	+2,882	New	+$244K	0.07%	275
2024 Q3	–	Sell	-8,053	Closed	-$634K	–	296
2024 Q2	$634K	Buy	8,053 +495	+7%	+$40.6K	0.19%	139
2024 Q1	$659K	Buy	7,558 +475	+7%	+$40.5K	0.14%	157
2023 Q4	$559K	Buy	7,083 +533	+8%	+$40.6K	0.11%	180
2023 Q3	$515K	Buy	6,550 +16	+0.2%	+$1.34K	0.11%	199
2023 Q2	$576K	Sell	6,534 -2,865	-30%	-$247K	0.17%	156
2023 Q1	$2.26M	Buy	9,399 +3,895	+71%	+$317K	0.34%	72
2022 Q4	$428K	Buy	5,504 +87	+2%	+$7.05K	0.1%	205
2022 Q3	$437K	Sell	5,417 -26	-0.5%	-$2.34K	0.11%	183
2022 Q2	$489K	Sell	5,443 -65	-1%	-$6.59K	0.12%	180
2022 Q1	$611K	Buy	+5,508	New	+$582K	0.13%	183

Other funds holding MDT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

World Equity Group's MDT Position: Q3 2025 in Review

World Equity Group sold out of Medtronic (MDT) in Q3 2025, closing a stake of 2,882 shares — an estimated $251K sold.

World Equity Group first reported a position in MDT in Q1 2022 and held it in 11 quarters. The position peaked at $2.26M in Q1 2023. 2,177 funds tracked by Wall St. Rank hold MDT as of Q3 2025.

World Equity Group reported no remaining Medtronic position as of Q3 2025 after selling out during the quarter.
World Equity Group sold 2,882 Medtronic shares in Q3 2025, an estimated $251K.
World Equity Group first reported a position in Medtronic in Q1 2022 and held it in 11 quarters.
World Equity Group's Medtronic position peaked at $2.26M in Q1 2023.
2,177 funds tracked by Wall St. Rank held Medtronic as of Q3 2025.

Based on World Equity Group's 13F filing for Q3 2025, filed 24 Oct 2025.