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Callan Capital’s Medtronic MDT Stock Holding History

Callan 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
Q1 		$505K Buy
5,619
+1,746
+45% +$156K 0.04% 202
2024
Q4 		$309K Buy
3,873
+701
+22% +$60.7K 0.02% 249
2024
Q3 		$286K Buy
3,172
+546
+21% +$45.9K 0.02% 273
2024
Q2 		$207K Buy
2,626
+277
+12% +$22.7K 0.02% 298
2024
Q1 		$205K Buy
+2,349
New +$200K 0.02% 274

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Callan Capital's MDT Position: Q1 2025 in Review

Callan Capital increased its Medtronic (MDT) stake by 45% in Q1 2025, buying an estimated $156K and bringing the position to 5,619 shares worth $505K. The position accounts for 0.04% of the portfolio, ranked #202.

Callan Capital first reported a position in MDT in Q1 2024 and has held it in 5 quarters since. 2,170 funds tracked by Wall St. Rank hold MDT as of Q1 2025.

  • Callan Capital held 5,619 shares of Medtronic worth $505K as of Q1 2025.
  • Callan Capital bought 1,746 Medtronic shares in Q1 2025, an estimated $156K.
  • Medtronic made up 0.04% of Callan Capital's portfolio in Q1 2025, its #202 holding.
  • Callan Capital first reported a position in Medtronic in Q1 2024 and has held it in 5 quarters since.
  • 2,170 funds tracked by Wall St. Rank held Medtronic as of Q1 2025.

Based on Callan Capital's 13F filing for Q1 2025, filed 29 Apr 2025.