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Concourse Financial Group Securities’s Medtronic MDT Stock Holding History

Concourse Financial Group Securities’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 		– Sell
-17,257
Closed -$1.52M – 1263
2024
Q4 		$1.52M Buy
17,257
+648
+4% +$56.1K 0.09% 239
2024
Q3 		$1.51M Sell
16,609
-307
-2% -$25.8K 0.09% 221
2024
Q2 		$1.34M Sell
16,916
-3,735
-18% -$306K 0.08% 226
2024
Q1 		$1.81M Buy
20,651
+319
+2% +$27.2K 0.12% 184
2023
Q4 		$1.69M Sell
20,332
-1,585
-7% -$121K 0.12% 176
2023
Q3 		$1.73M Buy
21,917
+1,543
+8% +$129K 0.13% 166
2023
Q2 		$1.81M Buy
20,374
+3,301
+19% +$284K 0.14% 151
2023
Q1 		$1.39M Buy
17,073
+219
+1% +$17.8K 0.11% 193
2022
Q4 		$1.32M Buy
+16,854
New +$1.37M 0.11% 209
2022
Q3 		– Sell
-14,804
Closed -$1.33M – 2185
2022
Q2 		$1.34M Buy
14,804
+1,104
+8% +$112K 0.11% 193
2022
Q1 		$1.53M Sell
13,700
-2,096
-13% -$221K 0.11% 181
2021
Q4 		$1.64M Buy
15,796
+810
+5% +$93.8K 0.09% 219
2021
Q3 		$1.89M Buy
14,986
+1,547
+12% +$200K 0.12% 168
2021
Q2 		$1.68M Buy
13,439
+1,067
+9% +$134K 0.11% 180
2021
Q1 		$1.47M Buy
12,372
+2,919
+31% +$342K 0.1% 177
2020
Q4 		$1.11M Buy
9,453
+1,619
+21% +$178K 0.08% 210
2020
Q3 		$819K Buy
7,834
+1,432
+22% +$144K 0.07% 232
2020
Q2 		$591K Buy
6,402
+1,399
+28% +$134K 0.06% 267
2020
Q1 		$454K Buy
5,003
+654
+15% +$69.6K 0.05% 266
2019
Q4 		$496K Buy
4,349
+2,647
+156% +$290K 0.05% 287
2019
Q3 		$186K Sell
1,702
-1,998
-54% -$208K 0.05% 308
2019
Q2 		$360K Buy
3,700
+352
+11% +$32.1K 0.04% 327
2019
Q1 		$304K Sell
3,348
-1,605
-32% -$144K 0.03% 367
2018
Q4 		$453K Buy
4,953
+2,622
+112% +$245K 0.05% 263
2018
Q3 		$231K Buy
+2,331
New +$216K 0.07% 254

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

Concourse Financial Group Securities's MDT Position: Q1 2025 in Review

Concourse Financial Group Securities sold out of Medtronic (MDT) in Q1 2025, closing a stake of 17,257 shares — an estimated $1.52M sold.

Concourse Financial Group Securities first reported a position in MDT in Q3 2018 and held it in 25 quarters. The position peaked at $1.89M in Q3 2021. 2,171 funds tracked by Wall St. Rank hold MDT as of Q1 2025.

  • Concourse Financial Group Securities reported no remaining Medtronic position as of Q1 2025 after selling out during the quarter.
  • Concourse Financial Group Securities sold 17,257 Medtronic shares in Q1 2025, an estimated $1.52M.
  • Concourse Financial Group Securities first reported a position in Medtronic in Q3 2018 and held it in 25 quarters.
  • Concourse Financial Group Securities's Medtronic position peaked at $1.89M in Q3 2021.
  • 2,171 funds tracked by Wall St. Rank held Medtronic as of Q1 2025.

Based on Concourse Financial Group Securities's 13F filing for Q1 2025.