Belmont Capital’s Medtronic MDT Stock Holding History

Belmont Capital’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 Q2	$145K	Sell	1,664 -194	-10%	-$16.5K	0.02%	133
2025 Q1	$167K	Buy	+1,858	New	+$166K	0.03%	126
2024 Q4	–	Sell	-1,664	Closed	-$150K	–	146
2024 Q3	$150K	Sell	1,664 -2,000	-55%	-$168K	0.02%	125
2024 Q2	$288K	Buy	3,664 +1,664	+83%	+$136K	0.05%	109
2024 Q1	$174K	Hold	2,000	–	–	0.05%	98
2023 Q4	$165K	Hold	2,000	–	–	0.07%	81
2023 Q3	$157K	Hold	2,000	–	–	0.08%	72
2023 Q2	$176K	Hold	2,000	–	–	0.1%	46
2023 Q1	$161K	Hold	2,000	–	–	0.13%	31
2022 Q4	$155K	Buy	+2,000	New	+$162K	0.17%	30

Other funds holding MDT

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Belmont Capital's MDT Position: Q2 2025 in Review

Belmont Capital reduced its Medtronic (MDT) stake by 10% in Q2 2025, selling an estimated $16.5K and leaving 1,664 shares worth $145K. The position accounts for 0.02% of the portfolio, ranked #133.

Belmont Capital first reported a position in MDT in Q4 2022 and has held it in 10 quarters since. The position peaked at $288K in Q2 2024. 2,140 funds tracked by Wall St. Rank hold MDT as of Q2 2025.

Belmont Capital held 1,664 shares of Medtronic worth $145K as of Q2 2025.
Belmont Capital sold 194 Medtronic shares in Q2 2025, an estimated $16.5K.
Medtronic made up 0.02% of Belmont Capital's portfolio in Q2 2025, its #133 holding.
Belmont Capital first reported a position in Medtronic in Q4 2022 and has held it in 10 quarters since.
Belmont Capital's Medtronic position peaked at $288K in Q2 2024.
2,140 funds tracked by Wall St. Rank held Medtronic as of Q2 2025.

Based on Belmont Capital's 13F filing for Q2 2025, filed 12 Aug 2025.