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Montag & Caldwell’s Medtronic MDT Stock Holding History

Montag & Caldwell’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 		– Sell
-49
Closed -$4.4K – 126
2025
Q1 		$4.4K Hold
49
– – ﹤0.01% 121
2024
Q4 		$3.91K Buy
+49
New +$4.24K ﹤0.01% 131
2017
Q3 		– Sell
-612,185
Closed -$54.3M – 88
2017
Q2 		$54.3M Sell
612,185
-305,430
-33% -$25.8M 1.6% 30
2017
Q1 		$73.9M Sell
917,615
-272,281
-23% -$21.3M 2.12% 25
2016
Q4 		$84.8M Sell
1,189,896
-1,343,332
-53% -$106M 2.05% 27
2016
Q3 		$219M Buy
2,533,228
+214,528
+9% +$18.7M 4.6% 5
2016
Q2 		$201M Buy
2,318,700
+324,802
+16% +$26.3M 4.1% 7
2016
Q1 		$150M Buy
+1,993,898
New +$150M 2.74% 16
2015
Q1 		– Sell
-3,150
Closed -$227K – 113
2014
Q4 		$227K Buy
+3,150
New +$219K ﹤0.01% 110
2014
Q3 		– Sell
-3,150
Closed -$201K – 107
2014
Q2 		$201K Buy
+3,150
New +$191K ﹤0.01% 101

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

Montag & Caldwell's MDT Position: Q2 2025 in Review

Montag & Caldwell sold out of Medtronic (MDT) in Q2 2025, closing a stake of 49 shares — an estimated $4.4K sold.

Montag & Caldwell first reported a position in MDT in Q2 2014 and held it in 10 quarters. The position peaked at $219M in Q3 2016. 2,140 funds tracked by Wall St. Rank hold MDT as of Q2 2025.

  • Montag & Caldwell reported no remaining Medtronic position as of Q2 2025 after selling out during the quarter.
  • Montag & Caldwell sold 49 Medtronic shares in Q2 2025, an estimated $4.4K.
  • Montag & Caldwell first reported a position in Medtronic in Q2 2014 and held it in 10 quarters.
  • Montag & Caldwell's Medtronic position peaked at $219M in Q3 2016.
  • 2,140 funds tracked by Wall St. Rank held Medtronic as of Q2 2025.

Based on Montag & Caldwell's 13F filing for Q2 2025, filed 15 Aug 2025.