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Kurt F. Somerville’s Medtronic MDT Stock Holding History

Kurt F. Somerville’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
-3,555
Closed -$339K – 113
2025
Q3 		$339K Sell
3,555
-1,600
-31% -$147K 0.06% 89
2025
Q2 		$449K Sell
5,155
-7,256
-58% -$615K 0.08% 73
2025
Q1 		$1.12M Sell
12,411
-45,139
-78% -$4.04M 0.19% 53
2024
Q4 		$4.6M Sell
57,550
-22,668
-28% -$1.96M 0.77% 33
2024
Q3 		$7.22M Sell
80,218
-1,382
-2% -$116K 1.16% 29
2024
Q2 		$6.42M Buy
81,600
+286
+0.4% +$23.4K 1.08% 27
2024
Q1 		$7.09M Buy
81,314
+4,035
+5% +$344K 1.21% 27
2023
Q4 		$6.37M Buy
77,279
+9,865
+15% +$752K 1.2% 28
2023
Q3 		$5.28M Buy
67,414
+6,482
+11% +$543K 1.06% 30
2023
Q2 		$5.37M Buy
60,932
+11,095
+22% +$955K 1.02% 30
2023
Q1 		$4.02M Buy
49,837
+22,389
+82% +$1.82M 0.73% 34
2022
Q4 		$2.13M Sell
27,448
-25,475
-48% -$2.06M 0.41% 41
2022
Q3 		$4.27M Buy
52,923
+7,578
+17% +$681K 0.86% 35
2022
Q2 		$4.07M Buy
45,345
+21,190
+88% +$2.15M 0.77% 37
2022
Q1 		$2.68M Buy
+24,155
New +$2.55M 0.43% 43
2015
Q3 		– Sell
-3,917
Closed -$291K – 132
2015
Q2 		$291K Buy
3,917
+171
+5% +$13.1K 0.07% 102
2015
Q1 		$292K Buy
3,746
+816
+28% +$61.8K 0.07% 103
2014
Q4 		$212K Buy
+2,930
New +$204K 0.05% 124

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

Kurt F. Somerville's MDT Position: Q4 2025 in Review

Kurt F. Somerville sold out of Medtronic (MDT) in Q4 2025, closing a stake of 3,555 shares — an estimated $339K sold.

Kurt F. Somerville first reported a position in MDT in Q4 2014 and held it in 18 quarters. The position peaked at $7.22M in Q3 2024. 2,303 funds tracked by Wall St. Rank hold MDT as of Q4 2025.

  • Kurt F. Somerville reported no remaining Medtronic position as of Q4 2025 after selling out during the quarter.
  • Kurt F. Somerville sold 3,555 Medtronic shares in Q4 2025, an estimated $339K.
  • Kurt F. Somerville first reported a position in Medtronic in Q4 2014 and held it in 18 quarters.
  • Kurt F. Somerville's Medtronic position peaked at $7.22M in Q3 2024.
  • 2,303 funds tracked by Wall St. Rank held Medtronic as of Q4 2025.

Based on Kurt F. Somerville's 13F filing for Q4 2025, filed 17 Feb 2026.