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Carmel Capital Partners’s Medtronic MDT Stock Holding History

Carmel Capital Partners’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
-3,176
Closed -$277K – 139
2025
Q2 		$277K Sell
3,176
-87
-3% -$7.38K 0.1% 120
2025
Q1 		$293K Sell
3,263
-307
-9% -$27.5K 0.12% 124
2024
Q4 		$285K Buy
3,570
+400
+13% +$34.6K 0.12% 118
2024
Q3 		$285K Buy
3,170
+343
+12% +$28.9K 0.11% 132
2024
Q2 		$223K Buy
2,827
+317
+13% +$26K 0.09% 142
2024
Q1 		$219K Buy
+2,510
New +$214K 0.09% 145
2023
Q4 		– Sell
-2,283
Closed -$179K – 469
2023
Q3 		$179K Sell
2,283
-12
-0.5% -$1K 0.08% 158
2023
Q2 		$202K Buy
2,295
+1,745
+317% +$150K 0.1% 117
2023
Q1 		$44.3K Buy
+550
New +$44.8K 0.03% 249

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

Carmel Capital Partners's MDT Position: Q3 2025 in Review

Carmel Capital Partners sold out of Medtronic (MDT) in Q3 2025, closing a stake of 3,176 shares — an estimated $277K sold.

Carmel Capital Partners first reported a position in MDT in Q1 2023 and held it in 9 quarters. The position peaked at $293K in Q1 2025. 2,169 funds tracked by Wall St. Rank hold MDT as of Q3 2025.

  • Carmel Capital Partners reported no remaining Medtronic position as of Q3 2025 after selling out during the quarter.
  • Carmel Capital Partners sold 3,176 Medtronic shares in Q3 2025, an estimated $277K.
  • Carmel Capital Partners first reported a position in Medtronic in Q1 2023 and held it in 9 quarters.
  • Carmel Capital Partners's Medtronic position peaked at $293K in Q1 2025.
  • 2,169 funds tracked by Wall St. Rank held Medtronic as of Q3 2025.

Based on Carmel Capital Partners's 13F filing for Q3 2025, filed 30 Oct 2025.