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Glass Jacobson Investment Advisors’s Medtronic MDT Stock Holding History

Glass Jacobson Investment 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
-980
Closed -$78.3K – 720
2025
Q1 		$78.3K Hold
980
– – 0.03% 322
2024
Q4 		$78.3K Buy
980
+29
+3% +$2.51K 0.03% 322
2024
Q3 		$85.6K Hold
951
– – 0.03% 300
2024
Q2 		$74.9K Hold
951
– – 0.03% 305
2024
Q1 		$82.9K Hold
951
– – 0.03% 295
2023
Q4 		$78.3K Sell
951
-21
-2% -$1.6K 0.03% 290
2023
Q3 		$76.2K Hold
972
– – 0.03% 287
2023
Q2 		$85.6K Buy
+972
New +$83.7K 0.04% 273
2022
Q4 		$77.7K Buy
+1,000
New +$81K 0.04% 289

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

Glass Jacobson Investment Advisors's MDT Position: Q2 2025 in Review

Glass Jacobson Investment Advisors sold out of Medtronic (MDT) in Q2 2025, closing a stake of 980 shares — an estimated $78.3K sold.

Glass Jacobson Investment Advisors first reported a position in MDT in Q4 2022 and held it in 9 quarters. The position peaked at $85.6K in Q2 2023. 2,139 funds tracked by Wall St. Rank hold MDT as of Q2 2025.

  • Glass Jacobson Investment Advisors reported no remaining Medtronic position as of Q2 2025 after selling out during the quarter.
  • Glass Jacobson Investment Advisors sold 980 Medtronic shares in Q2 2025, an estimated $78.3K.
  • Glass Jacobson Investment Advisors first reported a position in Medtronic in Q4 2022 and held it in 9 quarters.
  • Glass Jacobson Investment Advisors's Medtronic position peaked at $85.6K in Q2 2023.
  • 2,139 funds tracked by Wall St. Rank held Medtronic as of Q2 2025.

Based on Glass Jacobson Investment Advisors's 13F filing for Q2 2025, filed 31 Jul 2025.