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Liberty One Investment Management’s Medtronic MDT Stock Holding History

Liberty One Investment Management’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
-60,878
Closed -$5.8M – 151
2025
Q3 		$5.8M Buy
60,878
+3,723
+7% +$342K 0.33% 64
2025
Q2 		$4.98M Buy
57,155
+1,907
+3% +$162K 0.5% 53
2025
Q1 		$4.96M Buy
55,248
+4,387
+9% +$393K 0.5% 50
2024
Q4 		$4.06M Buy
50,861
+3,640
+8% +$315K 0.44% 61
2024
Q3 		$4.25M Buy
47,221
+2,911
+7% +$245K 0.43% 58
2024
Q2 		$3.49M Buy
44,310
+7,300
+20% +$598K 0.39% 66
2024
Q1 		$3.23M Buy
37,010
+2,818
+8% +$240K 0.37% 61
2023
Q4 		$2.82M Buy
34,192
+2,438
+8% +$186K 0.35% 59
2023
Q3 		$2.49M Buy
31,754
+2,077
+7% +$174K 0.36% 56
2023
Q2 		$2.61M Buy
29,677
+2,028
+7% +$175K 0.34% 52
2023
Q1 		$2.23M Buy
27,649
+5,140
+23% +$419K 0.3% 68
2022
Q4 		$1.75M Buy
22,509
+2,054
+10% +$166K 0.25% 66
2022
Q3 		$1.65M Buy
20,455
+6,499
+47% +$584K 0.27% 67
2022
Q2 		$1.73M Sell
13,956
-3,234
-19% -$328K 0.29% 60
2022
Q1 		$1.91M Buy
17,190
+1,817
+12% +$192K 0.29% 62
2021
Q4 		$1.59M Buy
15,373
+1,212
+9% +$140K 0.24% 72
2021
Q3 		$1.77M Buy
14,161
+205
+1% +$26.5K 0.3% 57
2021
Q2 		$1.73M Buy
13,956
+592
+4% +$74.3K 0.29% 60
2021
Q1 		$1.58M Buy
13,364
+495
+4% +$58K 0.28% 59
2020
Q4 		$1.51M Buy
12,869
+630
+5% +$69.4K 0.28% 53
2020
Q3 		$1.27M Buy
12,239
+476
+4% +$47.8K 0.26% 52
2020
Q2 		$1.08M Buy
11,763
+425
+4% +$40.8K 0.24% 60
2020
Q1 		$1.02M Sell
11,338
-181
-2% -$19.3K 0.26% 51
2019
Q4 		$1.31M Buy
+11,519
New +$1.26M 0.28% 45

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 $315B AUM 27.84% 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

Liberty One Investment Management's MDT Position: Q4 2025 in Review

Liberty One Investment Management sold out of Medtronic (MDT) in Q4 2025, closing a stake of 60,878 shares — an estimated $5.8M sold.

Liberty One Investment Management first reported a position in MDT in Q4 2019 and held it in 24 quarters. The position peaked at $5.8M in Q3 2025. 2,305 funds tracked by Wall St. Rank hold MDT as of Q4 2025.

  • Liberty One Investment Management reported no remaining Medtronic position as of Q4 2025 after selling out during the quarter.
  • Liberty One Investment Management sold 60,878 Medtronic shares in Q4 2025, an estimated $5.8M.
  • Liberty One Investment Management first reported a position in Medtronic in Q4 2019 and held it in 24 quarters.
  • Liberty One Investment Management's Medtronic position peaked at $5.8M in Q3 2025.
  • 2,305 funds tracked by Wall St. Rank held Medtronic as of Q4 2025.

Based on Liberty One Investment Management's 13F filing for Q4 2025, filed 13 Feb 2026.