Marshall Financial Group (Pennsylvania)’s Medtronic MDT Stock Holding History

Marshall Financial Group (Pennsylvania)’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	$212K	Sell	2,228 -782	-26%	-$71.9K	0.06%	53
2025 Q2	$262K	Hold	3,010	–	–	0.08%	47
2025 Q1	$270K	Buy	+3,010	New	+$269K	0.09%	48
2024 Q4	–	Sell	-2,310	Closed	-$208K	–	53
2024 Q3	$208K	Buy	+2,310	New	+$194K	0.06%	51
2024 Q2	–	Sell	-2,310	Closed	-$201K	–	57
2024 Q1	$201K	Buy	+2,310	New	+$197K	0.07%	55
2023 Q3	–	Sell	-2,310	Closed	-$204K	–	49
2023 Q2	$204K	Buy	+2,310	New	+$199K	0.08%	48
2022 Q2	–	Sell	-1,818	Closed	-$202K	–	57
2022 Q1	$202K	Buy	+1,818	New	+$192K	0.08%	55
2021 Q4	–	Sell	-2,003	Closed	-$251K	–	60
2021 Q3	$251K	Buy	2,003 +277	+16%	+$35.9K	0.11%	55
2021 Q2	$214K	Hold	1,726	–	–	0.09%	55
2021 Q1	$204K	Sell	1,726 -265	-13%	-$31.1K	0.09%	54
2020 Q4	$233K	Hold	1,991	–	–	0.11%	53
2020 Q3	$207K	Buy	+1,991	New	+$200K	0.12%	51

Other funds holding MDT

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Marshall Financial Group (Pennsylvania)'s MDT Position: Q3 2025 in Review

Marshall Financial Group (Pennsylvania) reduced its Medtronic (MDT) stake by 26% in Q3 2025, selling an estimated $71.9K and leaving 2,228 shares worth $212K. The position accounts for 0.06% of the portfolio, ranked #53.

Marshall Financial Group (Pennsylvania) first reported a position in MDT in Q3 2020 and has held it in 12 quarters since. The position peaked at $270K in Q1 2025. 2,169 funds tracked by Wall St. Rank hold MDT as of Q3 2025.

Marshall Financial Group (Pennsylvania) held 2,228 shares of Medtronic worth $212K as of Q3 2025.
Marshall Financial Group (Pennsylvania) sold 782 Medtronic shares in Q3 2025, an estimated $71.9K.
Medtronic made up 0.06% of Marshall Financial Group (Pennsylvania)'s portfolio in Q3 2025, its #53 holding.
Marshall Financial Group (Pennsylvania) first reported a position in Medtronic in Q3 2020 and has held it in 12 quarters since.
Marshall Financial Group (Pennsylvania)'s Medtronic position peaked at $270K in Q1 2025.
2,169 funds tracked by Wall St. Rank held Medtronic as of Q3 2025.

Based on Marshall Financial Group (Pennsylvania)'s 13F filing for Q3 2025, filed 4 Nov 2025.