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Legacy Advisors’s Medtronic MDT Stock Holding History

Legacy 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
Q1 		$1.23M Sell
13,555
-299
-2% -$26.8K 0.13% 137
2024
Q4 		$1.11M Buy
13,854
+173
+1% +$15K 0.11% 147
2024
Q3 		$1.23M Buy
13,681
+648
+5% +$54.5K 0.13% 127
2024
Q2 		$1.03M Sell
13,033
-698
-5% -$57.2K 0.13% 125
2024
Q1 		$1.21M Sell
13,731
-10,338
-43% -$882K 0.15% 119
2023
Q4 		$2M Sell
24,069
-5,032
-17% -$384K 0.26% 82
2023
Q3 		$2.3M Sell
29,101
-356
-1% -$29.8K 0.37% 71
2023
Q2 		$2.6M Sell
29,457
-144
-0.5% -$12.4K 0.39% 61
2023
Q1 		$2.41M Buy
29,601
+444
+2% +$36.2K 0.44% 56
2022
Q4 		$2.29M Buy
29,157
+2,857
+11% +$232K 0.42% 51
2022
Q3 		$2.14M Buy
26,300
+1,890
+8% +$170K 0.47% 41
2022
Q2 		$2.21M Buy
24,410
+2,215
+10% +$224K 0.46% 39
2022
Q1 		$2.48M Buy
+22,195
New +$2.34M 0.48% 35
2019
Q3 		– Sell
-1,450
Closed -$141K – 241
2019
Q2 		$141K Buy
1,450
+350
+32% +$32K 0.1% 133
2019
Q1 		$100K Buy
+1,100
New +$98.5K 0.03% 155
2018
Q4 		– Sell
-3,100
Closed -$305K – 278
2018
Q3 		$305K Buy
3,100
+1,959
+172% +$181K 0.15% 113
2018
Q2 		$98K Buy
1,141
+41
+4% +$3.42K 0.07% 138
2018
Q1 		$88K Buy
1,100
+100
+10% +$8.25K 0.07% 125
2017
Q4 		$81K Hold
1,000
– – 0.08% 97
2017
Q3 		$77K Hold
1,000
– – 0.09% 82
2017
Q2 		$88K Hold
1,000
– – 0.11% 75
2017
Q1 		$80K Hold
1,000
– – 0.11% 73
2016
Q4 		$71K Buy
+1,000
New +$78.6K 0.1% 84

Other funds holding MDT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Legacy Advisors's MDT Position: Q1 2025 in Review

Legacy Advisors reduced its Medtronic (MDT) stake by 2.2% in Q1 2025, selling an estimated $26.8K and leaving 13,555 shares worth $1.23M. The position accounts for 0.13% of the portfolio, ranked #137.

Legacy Advisors first reported a position in MDT in Q4 2016 and has held it in 23 quarters since. The position peaked at $2.6M in Q2 2023. 2,177 funds tracked by Wall St. Rank hold MDT as of Q1 2025.

  • Legacy Advisors held 13,555 shares of Medtronic worth $1.23M as of Q1 2025.
  • Legacy Advisors sold 299 Medtronic shares in Q1 2025, an estimated $26.8K.
  • Medtronic made up 0.13% of Legacy Advisors's portfolio in Q1 2025, its #137 holding.
  • Legacy Advisors first reported a position in Medtronic in Q4 2016 and has held it in 23 quarters since.
  • Legacy Advisors's Medtronic position peaked at $2.6M in Q2 2023.
  • 2,177 funds tracked by Wall St. Rank held Medtronic as of Q1 2025.

Based on Legacy Advisors's 13F filing for Q1 2025, filed 23 Apr 2025.