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Zynergy Retirement Planning’s Medtronic MDT Stock Holding History

Zynergy Retirement Planning’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
Q2 		– Sell
-9
Closed -$719 – 67
2025
Q1 		$719 Hold
9
– – ﹤0.01% 110
2024
Q4 		$810 Hold
9
– – ﹤0.01% 103
2024
Q3 		$810 Hold
9
– – ﹤0.01% 103
2024
Q2 		$708 Buy
+9
New +$738 ﹤0.01% 116

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

Zynergy Retirement Planning's MDT Position: Q2 2025 in Review

Zynergy Retirement Planning sold out of Medtronic (MDT) in Q2 2025, closing a stake of 9 shares — an estimated $719 sold.

Zynergy Retirement Planning first reported a position in MDT in Q2 2024 and held it in 4 quarters. The position peaked at $810 in Q4 2024. 2,139 funds tracked by Wall St. Rank hold MDT as of Q2 2025.

  • Zynergy Retirement Planning reported no remaining Medtronic position as of Q2 2025 after selling out during the quarter.
  • Zynergy Retirement Planning sold 9 Medtronic shares in Q2 2025, an estimated $719.
  • Zynergy Retirement Planning first reported a position in Medtronic in Q2 2024 and held it in 4 quarters.
  • Zynergy Retirement Planning's Medtronic position peaked at $810 in Q4 2024.
  • 2,139 funds tracked by Wall St. Rank held Medtronic as of Q2 2025.

Based on Zynergy Retirement Planning's 13F filing for Q2 2025, filed 4 Sep 2025.