Bard Financial Services’s Medtronic MDT Stock Holding History

Bard Financial Services’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	$3.62M	Buy	37,985 +725	+2%	+$66.6K	0.4%	65
2025 Q2	$3.25M	Buy	37,260 +3,025	+9%	+$257K	0.39%	66
2025 Q1	$3.08M	Buy	34,235 +3,480	+11%	+$311K	0.38%	67
2024 Q4	$2.46M	Sell	30,755 -8,000	-21%	-$693K	0.29%	73
2024 Q3	$3.49M	Sell	38,755 -3,300	-8%	-$278K	0.41%	59
2024 Q2	$3.31M	Buy	42,055 +365	+0.9%	+$29.9K	0.34%	64
2024 Q1	$3.63M	Sell	41,690 -270	-0.6%	-$23K	0.39%	60
2023 Q4	$3.46M	Buy	41,960 +9,490	+29%	+$723K	0.39%	61
2023 Q3	$2.54M	Sell	32,470 -1,375	-4%	-$115K	0.31%	70
2023 Q2	$2.98M	Buy	33,845 +500	+1%	+$43K	0.23%	94
2023 Q1	$2.69M	Buy	33,345 +8,970	+37%	+$731K	0.22%	96
2022 Q4	$1.89M	Buy	24,375 +18,535	+317%	+$1.5M	0.16%	118
2022 Q3	$472K	Buy	5,840 +1,550	+36%	+$139K	0.04%	195
2022 Q2	$385K	Hold	4,290	–	–	0.04%	215
2022 Q1	$476K	Hold	4,290	–	–	0.04%	197
2021 Q4	$444K	Hold	4,290	–	–	0.04%	194
2021 Q3	$538K	Hold	4,290	–	–	0.05%	180
2021 Q2	$533K	Hold	4,290	–	–	0.05%	182
2021 Q1	$507K	Hold	4,290	–	–	0.05%	174
2020 Q4	$503K	Buy	+4,290	New	+$472K	0.05%	178

Other funds holding MDT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bard Financial Services's MDT Position: Q3 2025 in Review

Bard Financial Services increased its Medtronic (MDT) stake by 1.9% in Q3 2025, buying an estimated $66.6K and bringing the position to 37,985 shares worth $3.62M. The position accounts for 0.4% of the portfolio, ranked #65.

Bard Financial Services first reported a position in MDT in Q4 2020 and has held it in 20 quarters since. The position peaked at $3.63M in Q1 2024. 2,177 funds tracked by Wall St. Rank hold MDT as of Q3 2025.

Bard Financial Services held 37,985 shares of Medtronic worth $3.62M as of Q3 2025.
Bard Financial Services bought 725 Medtronic shares in Q3 2025, an estimated $66.6K.
Medtronic made up 0.4% of Bard Financial Services's portfolio in Q3 2025, its #65 holding.
Bard Financial Services first reported a position in Medtronic in Q4 2020 and has held it in 20 quarters since.
Bard Financial Services's Medtronic position peaked at $3.63M in Q1 2024.
2,177 funds tracked by Wall St. Rank held Medtronic as of Q3 2025.

Based on Bard Financial Services's 13F filing for Q3 2025, filed 17 Oct 2025.