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Cobblestone Capital Advisors’s Medtronic MDT Stock Holding History

Cobblestone Capital 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
Q3 		$310K Buy
3,257
+137
+4% +$12.6K 0.01% 252
2025
Q2 		$272K Buy
3,120
+31
+1% +$2.63K 0.01% 256
2025
Q1 		$278K Buy
3,089
+62
+2% +$5.55K 0.02% 252
2024
Q4 		$242K Sell
3,027
-262
-8% -$22.7K 0.01% 260
2024
Q3 		$296K Sell
3,289
-893
-21% -$75.1K 0.02% 240
2024
Q2 		$329K Sell
4,182
-81
-2% -$6.64K 0.02% 217
2024
Q1 		$372K Buy
4,263
+1
+0% +$85 0.02% 208
2023
Q4 		$351K Sell
4,262
-1,417
-25% -$108K 0.02% 210
2023
Q3 		$445K Sell
5,679
-1,969
-26% -$165K 0.03% 165
2023
Q2 		$674K Sell
7,648
-189
-2% -$16.3K 0.05% 146
2023
Q1 		$632K Buy
7,837
+609
+8% +$49.6K 0.05% 148
2022
Q4 		$562K Buy
7,228
+584
+9% +$47.3K 0.04% 157
2022
Q3 		$537K Buy
6,644
+45
+0.7% +$4.04K 0.04% 151
2022
Q2 		$592K Buy
6,599
+2,888
+78% +$293K 0.05% 140
2022
Q1 		$412K Sell
3,711
-587
-14% -$62K 0.03% 188
2021
Q4 		$445K Buy
4,298
+443
+11% +$51.3K 0.03% 184
2021
Q3 		$483K Sell
3,855
-145
-4% -$18.8K 0.03% 169
2021
Q2 		$497K Buy
4,000
+109
+3% +$13.7K 0.03% 173
2021
Q1 		$460K Sell
3,891
-14
-0.4% -$1.64K 0.03% 175
2020
Q4 		$457K Buy
3,905
+210
+6% +$23.1K 0.04% 168
2020
Q3 		$384K Sell
3,695
-818
-18% -$82.1K 0.03% 175
2020
Q2 		$414K Sell
4,513
-8,329
-65% -$799K 0.04% 169
2020
Q1 		$1.16M Buy
12,842
+6,813
+113% +$725K 0.13% 86
2019
Q4 		$684K Sell
6,029
-255
-4% -$28K 0.06% 133
2019
Q3 		$683K Buy
6,284
+214
+4% +$22.3K 0.07% 122
2019
Q2 		$591K Hold
6,070
– – 0.05% 141
2019
Q1 		$553K Hold
6,070
– – 0.05% 140
2018
Q4 		$552K Sell
6,070
-130
-2% -$12.1K 0.06% 134
2018
Q3 		$610K Buy
6,200
+130
+2% +$12K 0.06% 129
2018
Q2 		$520K Sell
6,070
-275
-4% -$23K 0.05% 144
2018
Q1 		$509K Buy
6,345
+50
+0.8% +$4.12K 0.05% 148
2017
Q4 		$508K Sell
6,295
-7
-0.1% -$561 0.05% 158
2017
Q3 		$490K Buy
6,302
+50
+0.8% +$4.15K 0.06% 133
2017
Q2 		$555K Buy
6,252
+1,937
+45% +$163K 0.07% 115
2017
Q1 		$348K Sell
4,315
-1,075
-20% -$84K 0.05% 146
2016
Q4 		$384K Sell
5,390
-38,434
-88% -$3.02M 0.05% 143
2016
Q3 		$3.79M Sell
43,824
-21,179
-33% -$1.85M 0.54% 49
2016
Q2 		$5.64M Buy
65,003
+578
+0.9% +$46.7K 0.8% 38
2016
Q1 		$4.83M Buy
64,425
+471
+0.7% +$35.5K 0.71% 43
2015
Q4 		$4.92M Buy
63,954
+1,331
+2% +$100K 0.74% 41
2015
Q3 		$4.19M Sell
62,623
-264
-0.4% -$19.4K 0.67% 44
2015
Q2 		$4.66M Sell
62,887
-810
-1% -$61.9K 0.7% 40
2015
Q1 		$4.97M Buy
63,697
+965
+2% +$73.1K 0.77% 41
2014
Q4 		$4.53M Sell
62,732
-2,604
-4% -$181K 0.81% 41
2014
Q3 		$4.05M Buy
65,336
+64
+0.1% +$4.07K 0.75% 45
2014
Q2 		$4.16M Buy
65,272
+1,296
+2% +$78.7K 0.78% 43
2014
Q1 		$3.94M Buy
63,976
+1,552
+2% +$90.4K 0.76% 45
2013
Q4 		$3.58M Buy
62,424
+2,259
+4% +$128K 0.68% 49
2013
Q3 		$3.2M Buy
60,165
+2,521
+4% +$136K 0.65% 52
2013
Q2 		$2.97M Buy
+57,644
New +$2.85M 0.65% 50

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

Cobblestone Capital Advisors's MDT Position: Q3 2025 in Review

Cobblestone Capital Advisors increased its Medtronic (MDT) stake by 4.4% in Q3 2025, buying an estimated $12.6K and bringing the position to 3,257 shares worth $310K. The position accounts for 0.01% of the portfolio, ranked #252.

Cobblestone Capital Advisors first reported a position in MDT in Q2 2013 and has held it in 50 quarters since. The position peaked at $5.64M in Q2 2016. 2,169 funds tracked by Wall St. Rank hold MDT as of Q3 2025.

  • Cobblestone Capital Advisors held 3,257 shares of Medtronic worth $310K as of Q3 2025.
  • Cobblestone Capital Advisors bought 137 Medtronic shares in Q3 2025, an estimated $12.6K.
  • Medtronic made up 0.01% of Cobblestone Capital Advisors's portfolio in Q3 2025, its #252 holding.
  • Cobblestone Capital Advisors first reported a position in Medtronic in Q2 2013 and has held it in 50 quarters since.
  • Cobblestone Capital Advisors's Medtronic position peaked at $5.64M in Q2 2016.
  • 2,169 funds tracked by Wall St. Rank held Medtronic as of Q3 2025.

Based on Cobblestone Capital Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.