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Legacy Investment Solutions’s Medtronic MDT Stock Holding History

Legacy Investment Solutions’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 		$2.62K Buy
+30
New +$2.54K ﹤0.01% 471
2024
Q4 		$7.56K Buy
84
+54
+180% +$4.67K ﹤0.01% 333
2024
Q3 		$2.64K Buy
+30
New +$2.52K ﹤0.01% 459

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
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
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

Legacy Investment Solutions's MDT Position: Q2 2025 in Review

Legacy Investment Solutions opened a new position in Medtronic (MDT) in Q2 2025: 30 shares worth $2.62K. The stake represents ﹤0.01% of the portfolio and ranks #471 among its holdings. This is a return to the name: Legacy Investment Solutions previously reported a position in MDT as recently as Q4 2024.

Legacy Investment Solutions first reported a position in MDT in Q3 2024 and has held it in 3 quarters since. The position peaked at $7.56K in Q4 2024. 2,139 funds tracked by Wall St. Rank hold MDT as of Q2 2025.

  • Legacy Investment Solutions held 30 shares of Medtronic worth $2.62K as of Q2 2025.
  • Medtronic was a new Legacy Investment Solutions position in Q2 2025.
  • Medtronic made up ﹤0.01% of Legacy Investment Solutions's portfolio in Q2 2025, its #471 holding.
  • Legacy Investment Solutions first reported a position in Medtronic in Q3 2024 and has held it in 3 quarters since.
  • Legacy Investment Solutions's Medtronic position peaked at $7.56K in Q4 2024.
  • 2,139 funds tracked by Wall St. Rank held Medtronic as of Q2 2025.

Based on Legacy Investment Solutions's 13F filing for Q2 2025, filed 6 Aug 2025.