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Demars Financial Group’s Medtronic MDT Stock Holding History

Demars Financial Group’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
Q4 		– Sell
-2,227
Closed -$212K – 95
2025
Q3 		$212K Sell
2,227
-2,588
-54% -$238K 0.07% 93
2025
Q2 		$420K Sell
4,815
-4,749
-50% -$403K 0.16% 61
2025
Q1 		$859K Buy
9,564
+163
+2% +$14.6K 0.36% 28
2024
Q4 		$751K Sell
9,401
-182
-2% -$15.8K 0.33% 31
2024
Q3 		$863K Buy
9,583
+164
+2% +$13.8K 0.39% 21
2024
Q2 		$741K Buy
9,419
+2,181
+30% +$179K 0.36% 27
2024
Q1 		$631K Buy
+7,238
New +$618K 0.31% 35
2023
Q4 		– Sell
-38,917
Closed -$3.05M – 73
2023
Q3 		$3.05M Buy
38,917
+404
+1% +$33.8K 1.74% 19
2023
Q2 		$3.39M Sell
38,513
-215
-0.6% -$18.5K 1.88% 18
2023
Q1 		$3.12M Buy
+38,728
New +$3.16M 1.72% 21

Other funds holding MDT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Demars Financial Group's MDT Position: Q4 2025 in Review

Demars Financial Group sold out of Medtronic (MDT) in Q4 2025, closing a stake of 2,227 shares — an estimated $212K sold.

Demars Financial Group first reported a position in MDT in Q1 2023 and held it in 10 quarters. The position peaked at $3.39M in Q2 2023. 2,312 funds tracked by Wall St. Rank hold MDT as of Q4 2025.

  • Demars Financial Group reported no remaining Medtronic position as of Q4 2025 after selling out during the quarter.
  • Demars Financial Group sold 2,227 Medtronic shares in Q4 2025, an estimated $212K.
  • Demars Financial Group first reported a position in Medtronic in Q1 2023 and held it in 10 quarters.
  • Demars Financial Group's Medtronic position peaked at $3.39M in Q2 2023.
  • 2,312 funds tracked by Wall St. Rank held Medtronic as of Q4 2025.

Based on Demars Financial Group's 13F filing for Q4 2025, filed 22 Jan 2026.