Advent Capital Management’s Medtronic MDT Stock Holding History

Advent Capital Management’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	-35,000	Closed	-$3.33M	–	246
2025 Q3	$3.33M	Buy	+35,000	New	+$3.22M	0.07%	149
2021 Q3	–	Sell	-25,000	Closed	-$3.1M	–	280
2021 Q2	$3.1M	Sell	25,000 -25,000	-50%	-$3.14M	0.06%	163
2021 Q1	$5.91M	Buy	50,000 +15,000	+43%	+$1.76M	0.13%	124
2020 Q4	$4.1M	Sell	35,000 -15,000	-30%	-$1.65M	0.09%	130
2020 Q3	$5.2M	Buy	50,000 +10,000	+25%	+$1M	0.11%	122
2020 Q2	$3.67M	Buy	+40,000	New	+$3.84M	0.09%	127

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 $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Advent Capital Management's MDT Position: Q4 2025 in Review

Advent Capital Management sold out of Medtronic (MDT) in Q4 2025, closing a stake of 35,000 shares — an estimated $3.33M sold.

Advent Capital Management first reported a position in MDT in Q2 2020 and held it in 6 quarters. The position peaked at $5.91M in Q1 2021. 2,307 funds tracked by Wall St. Rank hold MDT as of Q4 2025.

Advent Capital Management reported no remaining Medtronic position as of Q4 2025 after selling out during the quarter.
Advent Capital Management sold 35,000 Medtronic shares in Q4 2025, an estimated $3.33M.
Advent Capital Management first reported a position in Medtronic in Q2 2020 and held it in 6 quarters.
Advent Capital Management's Medtronic position peaked at $5.91M in Q1 2021.
2,307 funds tracked by Wall St. Rank held Medtronic as of Q4 2025.

Based on Advent Capital Management's 13F filing for Q4 2025, filed 9 Feb 2026.