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Alpha Financial Partners’s Medtronic MDT Stock Holding History

Alpha Financial Partners’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
Q1 		– Sell
-2,642
Closed -$211K – 89
2024
Q4 		$211K Buy
+2,642
New +$229K 0.17% 76
2024
Q3 		– Sell
-2,547
Closed -$200K – 133
2024
Q2 		$200K Buy
+2,547
New +$209K 0.17% 73

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Alpha Financial Partners's MDT Position: Q1 2025 in Review

Alpha Financial Partners sold out of Medtronic (MDT) in Q1 2025, closing a stake of 2,642 shares — an estimated $211K sold.

Alpha Financial Partners first reported a position in MDT in Q2 2024 and held it in 2 quarters. The position peaked at $211K in Q4 2024. 2,170 funds tracked by Wall St. Rank hold MDT as of Q1 2025.

  • Alpha Financial Partners reported no remaining Medtronic position as of Q1 2025 after selling out during the quarter.
  • Alpha Financial Partners sold 2,642 Medtronic shares in Q1 2025, an estimated $211K.
  • Alpha Financial Partners first reported a position in Medtronic in Q2 2024 and held it in 2 quarters.
  • Alpha Financial Partners's Medtronic position peaked at $211K in Q4 2024.
  • 2,170 funds tracked by Wall St. Rank held Medtronic as of Q1 2025.

Based on Alpha Financial Partners's 13F filing for Q1 2025, filed 30 Apr 2025.