MDT β€” MEDTRONIC PLC

Ownership history in WFA Asset Management Corp  Β·  5 quarters on record

AI Ownership Summary

WFA Asset Management Corp reported MEDTRONIC PLC (MDT) in 5 quarterly 13F filings from 2023 Q4 through 2025 Q2. Peak portfolio weight reached 0.01% in 2023 Q4. The latest visible filing shows MDT at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this MDT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was WFA Asset Management Corp's position in MEDTRONIC PLC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q2

MDT was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How WFA Asset Management Corp held MDT β€” position size vs. price
% of Fund (quarterly)    MDT price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q2 UNCHANGED 50 β€” 0% 0.00% $4K 2025-07-31 $88.19
2025 Q1 UNCHANGED 50 β€” 0% 0.00% $4K 2025-04-14 $81.63
2024 Q2 UNCHANGED 50 β€” 0% 0.00% $4K 2024-07-22 $75.01
2024 Q1 REDUCED 50 -200 -80.0% 0.00% $4K 2024-04-19 $74.51
2023 Q4 INITIATED 250 β€” β€” 0.01% $21K 2024-02-01 $81.91

FAQ About WFA Asset Management Corp and MDT

These are the practical questions this page is built to answer before you even open the full history table.

How long has WFA Asset Management Corp reported owning MDT?

WFA Asset Management Corp reported MDT across 5 quarterly 13F filings, from 2023 Q4 through 2025 Q2.

What was the largest reported MDT position in WFA Asset Management Corp's portfolio?

The largest reported portfolio weight for MDT was 0.01% in 2023 Q4.

What is the latest reported MDT position on this page?

The most recent filing on this page is 2025 Q2, when WFA Asset Management Corp reported 50 shares, equal to 0.00% of portfolio, with an estimated market value of $4K.

What does the chart on this MDT ownership page compare?

The chart compares WFA Asset Management Corp's quarterly MDT portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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