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Central Valley Advisors’s Medtronic MDT Stock Holding History

Central Valley Advisors’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 		– Sell
-17,339
Closed -$1.56M – 139
2025
Q1 		$1.56M Buy
17,339
+1,937
+13% +$173K 0.59% 51
2024
Q4 		$1.23M Buy
15,402
+625
+4% +$54.1K 0.56% 49
2024
Q3 		$1.33M Buy
14,777
+521
+4% +$43.8K 0.75% 40
2024
Q2 		$1.72M Buy
14,256
+280
+2% +$23K 0.73% 39
2024
Q1 		$1.22M Buy
13,976
+1,724
+14% +$147K 0.63% 46
2023
Q4 		$1.01M Buy
+12,252
New +$934K 0.59% 53

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
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

Central Valley Advisors's MDT Position: Q2 2025 in Review

Central Valley Advisors sold out of Medtronic (MDT) in Q2 2025, closing a stake of 17,339 shares — an estimated $1.56M sold.

Central Valley Advisors first reported a position in MDT in Q4 2023 and held it in 6 quarters. The position peaked at $1.72M in Q2 2024. 2,139 funds tracked by Wall St. Rank hold MDT as of Q2 2025.

  • Central Valley Advisors reported no remaining Medtronic position as of Q2 2025 after selling out during the quarter.
  • Central Valley Advisors sold 17,339 Medtronic shares in Q2 2025, an estimated $1.56M.
  • Central Valley Advisors first reported a position in Medtronic in Q4 2023 and held it in 6 quarters.
  • Central Valley Advisors's Medtronic position peaked at $1.72M in Q2 2024.
  • 2,139 funds tracked by Wall St. Rank held Medtronic as of Q2 2025.

Based on Central Valley Advisors's 13F filing for Q2 2025, filed 9 Jul 2025.