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Angeles Investment Advisors’s Medtronic MDT Stock Holding History

Angeles Investment Advisors’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
-7,057
Closed -$566K – 129
2024
Q4 		$566K Sell
7,057
-380
-5% -$32.9K 0.03% 81
2024
Q3 		$672K Sell
7,437
-5,349
-42% -$450K 0.03% 69
2024
Q2 		$1.01M Sell
12,786
-650
-5% -$53.3K 0.05% 48
2024
Q1 		$1.18M Buy
13,436
+809
+6% +$69K 0.06% 40
2023
Q4 		$1.05M Buy
12,627
+128
+1% +$9.76K 0.06% 39
2023
Q3 		$986K Buy
12,499
+3,905
+45% +$327K 0.08% 34
2023
Q2 		$760K Buy
8,594
+962
+13% +$82.8K 0.06% 38
2023
Q1 		$618K Buy
7,632
+2,842
+59% +$232K 0.05% 44
2022
Q4 		$375K Buy
+4,790
New +$388K 0.03% 54
2022
Q3 		– Sell
-3,390
Closed -$307K – 92
2022
Q2 		$307K Hold
3,390
– – 0.03% 69
2022
Q1 		$378K Buy
3,390
+80
+2% +$8.45K 0.03% 65
2021
Q4 		$344K Buy
3,310
+487
+17% +$56.4K 0.02% 160
2021
Q3 		$356K Buy
+2,823
New +$365K 0.02% 141
2019
Q4 		– Sell
-2,196
Closed -$239K – 87
2019
Q3 		$239K Sell
2,196
-2,000
-48% -$209K 0.05% 67
2019
Q2 		$409K Buy
4,196
+173
+4% +$15.8K 0.1% 42
2019
Q1 		$366K Buy
+4,023
New +$360K 0.35% 36

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

Angeles Investment Advisors's MDT Position: Q1 2025 in Review

Angeles Investment Advisors sold out of Medtronic (MDT) in Q1 2025, closing a stake of 7,057 shares — an estimated $566K sold.

Angeles Investment Advisors first reported a position in MDT in Q1 2019 and held it in 16 quarters. The position peaked at $1.18M in Q1 2024. 2,170 funds tracked by Wall St. Rank hold MDT as of Q1 2025.

  • Angeles Investment Advisors reported no remaining Medtronic position as of Q1 2025 after selling out during the quarter.
  • Angeles Investment Advisors sold 7,057 Medtronic shares in Q1 2025, an estimated $566K.
  • Angeles Investment Advisors first reported a position in Medtronic in Q1 2019 and held it in 16 quarters.
  • Angeles Investment Advisors's Medtronic position peaked at $1.18M in Q1 2024.
  • 2,170 funds tracked by Wall St. Rank held Medtronic as of Q1 2025.

Based on Angeles Investment Advisors's 13F filing for Q1 2025, filed 15 May 2025.