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Means Investment Company’s Medtronic MDT Stock Holding History

Means Investment Company’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 		– Sell
-2,595
Closed -$207K – 201
2024
Q4 		$207K Buy
2,595
+4
+0.2% +$346 0.02% 199
2024
Q3 		$233K Buy
+2,591
New +$218K 0.03% 186
2024
Q2 		– Sell
-2,445
Closed -$213K – 195
2024
Q1 		$213K Buy
+2,445
New +$209K 0.03% 191
2023
Q3 		– Sell
-12,184
Closed -$1.07M – 195
2023
Q2 		$1.07M Sell
12,184
-537
-4% -$46.2K 0.17% 93
2023
Q1 		$1.03M Buy
12,721
+793
+7% +$64.6K 0.18% 93
2022
Q4 		$927K Sell
11,928
-3,261
-21% -$264K 0.19% 94
2022
Q3 		$1.23M Sell
15,189
-12
-0.1% -$1.08K 0.27% 78
2022
Q2 		$1.36M Buy
15,201
+29
+0.2% +$2.94K 0.29% 71
2022
Q1 		$1.68M Buy
15,172
+1,461
+11% +$154K 0.3% 67
2021
Q4 		$1.42M Buy
13,711
+6
+0% +$695 0.25% 74
2021
Q3 		$1.72M Buy
13,705
+227
+2% +$29.4K 0.34% 60
2021
Q2 		$1.67M Buy
13,478
+1,429
+12% +$179K 0.33% 61
2021
Q1 		$1.42M Buy
12,049
+575
+5% +$67.4K 0.32% 63
2020
Q4 		$1.36M Buy
11,474
+763
+7% +$84K 0.31% 61
2020
Q3 		$1.11M Buy
10,711
+665
+7% +$66.8K 0.3% 64
2020
Q2 		$1.01M Buy
10,046
+336
+3% +$32.2K 0.32% 62
2020
Q1 		$933K Buy
9,710
+442
+5% +$47K 0.36% 60
2019
Q4 		$1.1M Buy
9,268
+29
+0.3% +$3.18K 0.37% 61
2019
Q3 		$990K Buy
9,239
+156
+2% +$16.3K 0.37% 63
2019
Q2 		$894K Buy
9,083
+186
+2% +$17K 0.37% 65
2019
Q1 		$810K Buy
8,897
+292
+3% +$26.1K 0.36% 66
2018
Q4 		$783K Buy
+8,605
New +$804K 0.43% 59

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Means Investment Company's MDT Position: Q1 2025 in Review

Means Investment Company sold out of Medtronic (MDT) in Q1 2025, closing a stake of 2,595 shares — an estimated $207K sold.

Means Investment Company first reported a position in MDT in Q4 2018 and held it in 22 quarters. The position peaked at $1.72M in Q3 2021. 2,170 funds tracked by Wall St. Rank hold MDT as of Q1 2025.

  • Means Investment Company reported no remaining Medtronic position as of Q1 2025 after selling out during the quarter.
  • Means Investment Company sold 2,595 Medtronic shares in Q1 2025, an estimated $207K.
  • Means Investment Company first reported a position in Medtronic in Q4 2018 and held it in 22 quarters.
  • Means Investment Company's Medtronic position peaked at $1.72M in Q3 2021.
  • 2,170 funds tracked by Wall St. Rank held Medtronic as of Q1 2025.

Based on Means Investment Company's 13F filing for Q1 2025, filed 21 Apr 2025.