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Barrett & Company’s Medtronic MDT Stock Holding History

Barrett & Company’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
-249
Closed -$21.7K – 651
2025
Q2 		$21.7K Buy
+249
New +$21.1K 0.01% 402
2023
Q4 		– Sell
-149
Closed -$11.7K – 630
2023
Q3 		$11.7K Buy
+149
New +$12.5K 0.01% 404

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

Barrett & Company's MDT Position: Q3 2025 in Review

Barrett & Company sold out of Medtronic (MDT) in Q3 2025, closing a stake of 249 shares — an estimated $21.7K sold.

Barrett & Company first reported a position in MDT in Q3 2023 and held it in 2 quarters. The position peaked at $21.7K in Q2 2025. 2,169 funds tracked by Wall St. Rank hold MDT as of Q3 2025.

  • Barrett & Company reported no remaining Medtronic position as of Q3 2025 after selling out during the quarter.
  • Barrett & Company sold 249 Medtronic shares in Q3 2025, an estimated $21.7K.
  • Barrett & Company first reported a position in Medtronic in Q3 2023 and held it in 2 quarters.
  • Barrett & Company's Medtronic position peaked at $21.7K in Q2 2025.
  • 2,169 funds tracked by Wall St. Rank held Medtronic as of Q3 2025.

Based on Barrett & Company's 13F filing for Q3 2025, filed 31 Oct 2025.