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Allen Capital Group’s Medtronic MDT Stock Holding History

Allen Capital 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
Q2 		– Sell
-2,467
Closed -$222K – 271
2025
Q1 		$222K Buy
+2,467
New +$221K 0.03% 229
2024
Q4 		– Sell
-2,880
Closed -$259K – 227
2024
Q3 		$259K Buy
+2,880
New +$242K 0.03% 204
2022
Q4 		– Sell
-2,669
Closed -$216K – 108
2022
Q3 		$216K Hold
2,669
– – 0.05% 151
2022
Q2 		$240K Sell
2,669
-288
-10% -$29.2K 0.05% 140
2022
Q1 		$328K Sell
2,957
-10
-0.3% -$1.06K 0.06% 135
2021
Q4 		$307K Buy
2,967
+1
+0% +$116 0.04% 138
2021
Q3 		$372K Buy
2,966
+12
+0.4% +$1.55K 0.07% 117
2021
Q2 		$367K Sell
2,954
-323
-10% -$40.6K 0.07% 118
2021
Q1 		$387K Buy
3,277
+26
+0.8% +$3.05K 0.09% 114
2020
Q4 		$381K Hold
3,251
– – 0.09% 107
2020
Q3 		$348K Hold
3,251
– – 0.09% 108
2020
Q2 		$298K Hold
3,251
– – 0.08% 110
2020
Q1 		$293K Sell
3,251
-454
-12% -$48.3K 0.09% 106
2019
Q4 		$420K Hold
3,705
– – 0.11% 104
2019
Q3 		$396K Buy
3,705
+995
+37% +$104K 0.12% 101
2019
Q2 		$264K Sell
2,710
-573
-17% -$52.3K 0.09% 111
2019
Q1 		$299K Sell
3,283
-23
-0.7% -$2.06K 0.1% 102
2018
Q4 		$289K Hold
3,306
– – 0.1% 101
2018
Q3 		$325K Buy
3,306
+23
+0.7% +$2.13K 0.11% 99
2018
Q2 		$281K Buy
+3,283
New +$274K 0.1% 103

Other funds holding MDT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Allen Capital Group's MDT Position: Q2 2025 in Review

Allen Capital Group sold out of Medtronic (MDT) in Q2 2025, closing a stake of 2,467 shares — an estimated $222K sold.

Allen Capital Group first reported a position in MDT in Q2 2018 and held it in 20 quarters. The position peaked at $420K in Q4 2019. 2,145 funds tracked by Wall St. Rank hold MDT as of Q2 2025.

  • Allen Capital Group reported no remaining Medtronic position as of Q2 2025 after selling out during the quarter.
  • Allen Capital Group sold 2,467 Medtronic shares in Q2 2025, an estimated $222K.
  • Allen Capital Group first reported a position in Medtronic in Q2 2018 and held it in 20 quarters.
  • Allen Capital Group's Medtronic position peaked at $420K in Q4 2019.
  • 2,145 funds tracked by Wall St. Rank held Medtronic as of Q2 2025.

Based on Allen Capital Group's 13F filing for Q2 2025, filed 12 Aug 2025.