Intrepid Family Office’s Medtronic MDT Stock Holding History

Intrepid Family Office’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 Q3	–	Sell	-30,000	Closed	-$2.62M	–	41
2025 Q2	$2.62M	Sell	30,000 -10,000	-25%	-$848K	2.14%	15
2025 Q1	$3.59M	Sell	40,000 -20,000	-33%	-$1.79M	5.05%	7
2024 Q4	$4.79M	Buy	+60,000	New	+$5.19M	4.99%	4
2023 Q3	$2.35M	Buy	30,000 +5,000	+20%	+$419K	3.77%	13
2023 Q2	$2.2M	Hold	25,000	–	–	4.19%	10
2023 Q1	$2.02M	Hold	25,000	–	–	4.42%	11
2022 Q4	$1.94M	Sell	25,000 -8,000	-24%	-$648K	4.87%	10
2022 Q3	$2.67M	Buy	33,000 +8,000	+32%	+$719K	8.06%	5
2022 Q2	$2.24M	Hold	25,000	–	–	5.79%	9
2022 Q1	$2.77M	Sell	25,000 -5,000	-17%	-$528K	4.53%	10
2021 Q4	$3.1M	Buy	+30,000	New	+$3.47M	3.54%	13

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

Intrepid Family Office's MDT Position: Q3 2025 in Review

Intrepid Family Office sold out of Medtronic (MDT) in Q3 2025, closing a stake of 30,000 shares — an estimated $2.62M sold.

Intrepid Family Office first reported a position in MDT in Q4 2021 and held it in 11 quarters. The position peaked at $4.79M in Q4 2024. 2,169 funds tracked by Wall St. Rank hold MDT as of Q3 2025.

Intrepid Family Office reported no remaining Medtronic position as of Q3 2025 after selling out during the quarter.
Intrepid Family Office sold 30,000 Medtronic shares in Q3 2025, an estimated $2.62M.
Intrepid Family Office first reported a position in Medtronic in Q4 2021 and held it in 11 quarters.
Intrepid Family Office's Medtronic position peaked at $4.79M in Q4 2024.
2,169 funds tracked by Wall St. Rank held Medtronic as of Q3 2025.

Based on Intrepid Family Office's 13F filing for Q3 2025, filed 14 Nov 2025.