IFC Advisors’s Medtronic MDT Stock Holding History

IFC 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	-3,098	Closed	-$278K	–	176
2025 Q1	$278K	Buy	3,098 +225	+8%	+$20.1K	0.06%	136
2024 Q4	$229K	Buy	+2,873	New	+$249K	0.05%	133

Other funds holding MDT

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

IFC Advisors's MDT Position: Q2 2025 in Review

IFC Advisors sold out of Medtronic (MDT) in Q2 2025, closing a stake of 3,098 shares — an estimated $278K sold.

IFC Advisors first reported a position in MDT in Q4 2024 and held it in 2 quarters. The position peaked at $278K in Q1 2025. 2,139 funds tracked by Wall St. Rank hold MDT as of Q2 2025.

IFC Advisors reported no remaining Medtronic position as of Q2 2025 after selling out during the quarter.
IFC Advisors sold 3,098 Medtronic shares in Q2 2025, an estimated $278K.
IFC Advisors first reported a position in Medtronic in Q4 2024 and held it in 2 quarters.
IFC Advisors's Medtronic position peaked at $278K in Q1 2025.
2,139 funds tracked by Wall St. Rank held Medtronic as of Q2 2025.

Based on IFC Advisors's 13F filing for Q2 2025, filed 28 Jul 2025.