Global Financial Private Client’s Medtronic MDT Stock Holding History

Global Financial Private Client’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	-118	Closed	-$10.6K	–	1035
2025 Q1	$10.6K	Buy	118 +31	+36%	+$2.77K	﹤0.01%	566
2024 Q4	$6.95K	Sell	87 -40	-31%	-$3.46K	﹤0.01%	606
2024 Q3	$11.4K	Buy	127 +105	+477%	+$8.83K	﹤0.01%	528
2024 Q2	$1.73K	Sell	22 -70	-76%	-$5.74K	﹤0.01%	584
2024 Q1	$8.01K	Hold	92	–	–	﹤0.01%	484
2023 Q4	$7.58K	Hold	92	–	–	﹤0.01%	485
2023 Q3	$7.16K	Hold	92	–	–	﹤0.01%	474
2023 Q2	$8.02K	Sell	92 -297	-76%	-$25.6K	﹤0.01%	463
2023 Q1	$31K	Buy	389 +195	+101%	+$15.9K	0.02%	333
2022 Q4	$15.1K	Buy	194 +124	+177%	+$10.1K	0.01%	379
2022 Q3	$5.79K	Hold	70	–	–	﹤0.01%	458
2022 Q2	$6.4K	Hold	70	–	–	﹤0.01%	441
2022 Q1	$7.88K	Hold	70	–	–	﹤0.01%	433
2021 Q4	$7.24K	Buy	+70	New	+$8.11K	﹤0.01%	423

Other funds holding MDT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Global Financial Private Client's MDT Position: Q2 2025 in Review

Global Financial Private Client sold out of Medtronic (MDT) in Q2 2025, closing a stake of 118 shares — an estimated $10.6K sold.

Global Financial Private Client first reported a position in MDT in Q4 2021 and held it in 14 quarters. The position peaked at $31K in Q1 2023. 2,145 funds tracked by Wall St. Rank hold MDT as of Q2 2025.

Global Financial Private Client reported no remaining Medtronic position as of Q2 2025 after selling out during the quarter.
Global Financial Private Client sold 118 Medtronic shares in Q2 2025, an estimated $10.6K.
Global Financial Private Client first reported a position in Medtronic in Q4 2021 and held it in 14 quarters.
Global Financial Private Client's Medtronic position peaked at $31K in Q1 2023.
2,145 funds tracked by Wall St. Rank held Medtronic as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.