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Halbert Hargrove Global Advisors’s Medtronic MDT Stock Holding History

Halbert Hargrove Global 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
Q4 		– Sell
-29
Closed -$2.76K – 592
2025
Q3 		$2.76K Buy
+29
New +$2.67K ﹤0.01% 508
2025
Q2 		– Sell
-2
Closed -$180 – 511
2025
Q1 		$180 Buy
+2
New +$179 ﹤0.01% 599
2020
Q1 		– Sell
-1,784
Closed -$202K – 91
2019
Q4 		$202K Buy
+1,784
New +$196K 0.05% 87
2017
Q3 		– Sell
-2,358
Closed -$209K – 71
2017
Q2 		$209K Buy
+2,358
New +$199K 0.06% 66
2016
Q4 		– Sell
-2,689
Closed -$232K – 76
2016
Q3 		$232K Sell
2,689
-271
-9% -$23.6K 0.07% 59
2016
Q2 		$257K Sell
2,960
-404
-12% -$32.7K 0.07% 58
2016
Q1 		$252K Sell
3,364
-605
-15% -$45.6K 0.09% 65
2015
Q4 		$305K Buy
3,969
+217
+6% +$16.3K 0.13% 63
2015
Q3 		$251K Sell
3,752
-7,436
-66% -$548K 0.12% 73
2015
Q2 		$829K Sell
11,188
-690
-6% -$52.7K 0.2% 38
2015
Q1 		$926K Buy
11,878
+5,738
+93% +$435K 0.3% 34
2014
Q4 		$443K Sell
6,140
-91
-1% -$6.32K 0.22% 49
2014
Q3 		$386K Buy
6,231
+441
+8% +$28K 0.11% 78
2014
Q2 		$369K Buy
5,790
+31
+0.5% +$1.88K 0.11% 69
2014
Q1 		$354K Sell
5,759
-347
-6% -$20.2K 0.11% 67
2013
Q4 		$350K Buy
+6,106
New +$346K 0.11% 69

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
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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Halbert Hargrove Global Advisors's MDT Position: Q4 2025 in Review

Halbert Hargrove Global Advisors sold out of Medtronic (MDT) in Q4 2025, closing a stake of 29 shares — an estimated $2.76K sold.

Halbert Hargrove Global Advisors first reported a position in MDT in Q4 2013 and held it in 16 quarters. The position peaked at $926K in Q1 2015. 2,303 funds tracked by Wall St. Rank hold MDT as of Q4 2025.

  • Halbert Hargrove Global Advisors reported no remaining Medtronic position as of Q4 2025 after selling out during the quarter.
  • Halbert Hargrove Global Advisors sold 29 Medtronic shares in Q4 2025, an estimated $2.76K.
  • Halbert Hargrove Global Advisors first reported a position in Medtronic in Q4 2013 and held it in 16 quarters.
  • Halbert Hargrove Global Advisors's Medtronic position peaked at $926K in Q1 2015.
  • 2,303 funds tracked by Wall St. Rank held Medtronic as of Q4 2025.

Based on Halbert Hargrove Global Advisors's 13F filing for Q4 2025, filed 23 Jan 2026.