HCM
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HMS Capital Management’s Medtronic MDT Stock Holding History

HMS Capital Management’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
-11,130
Closed -$889K – 113
2024
Q4 		$889K Sell
11,130
-833
-7% -$72.1K 0.43% 47
2024
Q3 		$1.08M Buy
11,963
+1,203
+11% +$101K 0.53% 47
2024
Q2 		$847K Buy
10,760
+596
+6% +$48.9K 0.44% 47
2024
Q1 		$886K Sell
10,164
-290
-3% -$24.8K 0.49% 47
2023
Q4 		$861K Sell
10,454
-4,279
-29% -$326K 0.53% 44
2023
Q3 		$1.15M Buy
14,733
+1,656
+13% +$139K 0.76% 37
2023
Q2 		$1.15M Buy
+13,077
New +$1.13M 0.7% 40

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

HMS Capital Management's MDT Position: Q1 2025 in Review

HMS Capital Management sold out of Medtronic (MDT) in Q1 2025, closing a stake of 11,130 shares — an estimated $889K sold.

HMS Capital Management first reported a position in MDT in Q2 2023 and held it in 7 quarters. The position peaked at $1.15M in Q3 2023. 2,170 funds tracked by Wall St. Rank hold MDT as of Q1 2025.

  • HMS Capital Management reported no remaining Medtronic position as of Q1 2025 after selling out during the quarter.
  • HMS Capital Management sold 11,130 Medtronic shares in Q1 2025, an estimated $889K.
  • HMS Capital Management first reported a position in Medtronic in Q2 2023 and held it in 7 quarters.
  • HMS Capital Management's Medtronic position peaked at $1.15M in Q3 2023.
  • 2,170 funds tracked by Wall St. Rank held Medtronic as of Q1 2025.

Based on HMS Capital Management's 13F filing for Q1 2025, filed 14 May 2025.