Lion Street Advisors’s Medtronic MDT Stock Holding History

Lion Street 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 Q3	$391K	Buy	+3,265	New	+$300K	0.14%	143
2024 Q2	–	Sell	-3,104	Closed	-$256K	–	274
2024 Q1	$256K	Hold	3,104	–	–	0.1%	206
2023 Q4	$256K	Sell	3,104 -966	-24%	-$73.6K	0.1%	206
2023 Q3	$319K	Sell	4,070 -482	-11%	-$40.3K	0.1%	169
2023 Q2	$546K	Buy	4,552 +1,804	+66%	+$155K	0.18%	106
2023 Q1	$222K	Sell	2,748 -875	-24%	-$71.3K	0.07%	215
2022 Q4	$434K	Buy	+3,623	New	+$294K	0.23%	72
2022 Q3	–	Sell	-3,623	Closed	-$433K	–	156
2022 Q2	$433K	Buy	3,623 +1,535	+74%	+$156K	0.23%	73
2022 Q1	$231K	Sell	2,088 -1,500	-42%	-$158K	0.12%	126
2021 Q4	$375K	Sell	3,588 -34	-0.9%	-$3.94K	0.18%	87
2021 Q3	$454K	Buy	+3,622	New	+$469K	0.24%	67
2021 Q2	–	Sell	-1,973	Closed	-$234K	–	70
2021 Q1	$234K	Buy	+1,973	New	+$231K	5.57%	7
2020 Q2	–	Sell	-403	Closed	-$36K	–	249
2020 Q1	$36K	Buy	+403	New	+$42.9K	0.2%	65

Other funds holding MDT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Lion Street Advisors's MDT Position: Q3 2025 in Review

Lion Street Advisors opened a new position in Medtronic (MDT) in Q3 2025: 3,265 shares worth $391K. The stake represents 0.14% of the portfolio and ranks #143 among its holdings. This is a return to the name: Lion Street Advisors previously reported a position in MDT as recently as Q1 2024.

Lion Street Advisors first reported a position in MDT in Q1 2020 and has held it in 13 quarters since. The position peaked at $546K in Q2 2023. 2,177 funds tracked by Wall St. Rank hold MDT as of Q3 2025.

Lion Street Advisors held 3,265 shares of Medtronic worth $391K as of Q3 2025.
Medtronic was a new Lion Street Advisors position in Q3 2025.
Medtronic made up 0.14% of Lion Street Advisors's portfolio in Q3 2025, its #143 holding.
Lion Street Advisors first reported a position in Medtronic in Q1 2020 and has held it in 13 quarters since.
Lion Street Advisors's Medtronic position peaked at $546K in Q2 2023.
2,177 funds tracked by Wall St. Rank held Medtronic as of Q3 2025.

Based on Lion Street Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.