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Ashford Capital Management’s Medtronic MDT Stock Holding History

Ashford 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
Q3 		– Sell
-16,824
Closed -$1.47M – 115
2025
Q2 		$1.47M Sell
16,824
-2,379
-12% -$202K 0.17% 69
2025
Q1 		$1.73M Buy
+19,203
New +$1.72M 0.22% 59

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

Ashford Capital Management's MDT Position: Q3 2025 in Review

Ashford Capital Management sold out of Medtronic (MDT) in Q3 2025, closing a stake of 16,824 shares — an estimated $1.47M sold.

Ashford Capital Management first reported a position in MDT in Q1 2025 and held it in 2 quarters. The position peaked at $1.73M in Q1 2025. 2,169 funds tracked by Wall St. Rank hold MDT as of Q3 2025.

  • Ashford Capital Management reported no remaining Medtronic position as of Q3 2025 after selling out during the quarter.
  • Ashford Capital Management sold 16,824 Medtronic shares in Q3 2025, an estimated $1.47M.
  • Ashford Capital Management first reported a position in Medtronic in Q1 2025 and held it in 2 quarters.
  • Ashford Capital Management's Medtronic position peaked at $1.73M in Q1 2025.
  • 2,169 funds tracked by Wall St. Rank held Medtronic as of Q3 2025.

Based on Ashford Capital Management's 13F filing for Q3 2025, filed 14 Nov 2025.