BFS
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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
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