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Apexium Financial’s Medtronic MDT Stock Holding History

Apexium Financial’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
Q3 		$234K Sell
2,456
-15
-0.6% -$1.38K 0.01% 266
2025
Q2 		$215K Buy
2,471
+19
+0.8% +$1.61K 0.01% 264
2025
Q1 		$222K Buy
+2,452
New +$219K 0.01% 256
2024
Q4 		– Sell
-2,358
Closed -$212K – 263
2024
Q3 		$212K Buy
+2,358
New +$198K 0.01% 222

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Apexium Financial's MDT Position: Q3 2025 in Review

Apexium Financial reduced its Medtronic (MDT) stake by 0.61% in Q3 2025, selling an estimated $1.38K and leaving 2,456 shares worth $234K. The position accounts for 0.01% of the portfolio, ranked #266.

Apexium Financial first reported a position in MDT in Q3 2024 and has held it in 4 quarters since. 2,169 funds tracked by Wall St. Rank hold MDT as of Q3 2025.

  • Apexium Financial held 2,456 shares of Medtronic worth $234K as of Q3 2025.
  • Apexium Financial sold 15 Medtronic shares in Q3 2025, an estimated $1.38K.
  • Medtronic made up 0.01% of Apexium Financial's portfolio in Q3 2025, its #266 holding.
  • Apexium Financial first reported a position in Medtronic in Q3 2024 and has held it in 4 quarters since.
  • 2,169 funds tracked by Wall St. Rank held Medtronic as of Q3 2025.

Based on Apexium Financial's 13F filing for Q3 2025, filed 18 Nov 2025.