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Morningstar Investment Services’s Medtronic MDT Stock Holding History

Morningstar Investment Services’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 		$4.2M Sell
46,699
-49,830
-52% -$4.46M 0.77% 30
2024
Q4 		$7.71M Sell
96,529
-706,396
-88% -$61.2M 0.7% 41
2024
Q3 		$71.7M Sell
802,925
-1,358
-0.2% -$114K 0.73% 39
2024
Q2 		$63.8M Sell
804,283
-3,144
-0.4% -$258K 0.69% 41
2024
Q1 		$70.2M Sell
807,427
-743,895
-48% -$63.5M 0.77% 38
2023
Q4 		$128M Buy
1,551,322
+1,047,210
+208% +$79.8M 0.72% 41
2023
Q3 		$39.7M Buy
504,112
+59,322
+13% +$4.97M 0.51% 50
2023
Q2 		$38.6M Sell
444,790
-1,841
-0.4% -$158K 0.5% 58
2023
Q1 		$35.4M Buy
446,631
+23,498
+6% +$1.92M 0.47% 66
2022
Q4 		$34M Buy
423,133
+4,649
+1% +$377K 0.46% 66
2022
Q3 		$35.8M Buy
418,484
+20,907
+5% +$1.88M 0.51% 57
2022
Q2 		$35.8M Buy
397,577
+100,330
+34% +$10.2M 0.48% 60
2022
Q1 		$33.2M Sell
297,247
-19,557
-6% -$2.07M 0.37% 69
2021
Q4 		$32.8M Buy
316,804
+314,939
+16,887% +$36.5M 0.36% 71
2021
Q3 		$236K Buy
+1,865
New +$241K ﹤0.01% 211
2020
Q3 		– Sell
-91,092
Closed -$8.22M – 210
2020
Q2 		$8.22M Buy
+91,092
New +$8.73M 0.14% 116
2014
Q2 		– Sell
-15,164
Closed -$933K – 210
2014
Q1 		$933K Sell
15,164
-838
-5% -$48.8K 0.06% 137
2013
Q4 		$918K Sell
16,002
-23,871
-60% -$1.35M 0.07% 152
2013
Q3 		$2.13M Buy
39,873
+23,240
+140% +$1.25M 0.19% 106
2013
Q2 		$856K Buy
+16,633
New +$822K 0.09% 141

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 $315B AUM 27.84% 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

Morningstar Investment Services's MDT Position: Q1 2025 in Review

Morningstar Investment Services reduced its Medtronic (MDT) stake by 52% in Q1 2025, selling an estimated $4.46M and leaving 46,699 shares worth $4.2M. The position accounts for 0.77% of the portfolio, ranked #30.

Morningstar Investment Services first reported a position in MDT in Q2 2013 and has held it in 20 quarters since. The position peaked at $128M in Q4 2023. 2,171 funds tracked by Wall St. Rank hold MDT as of Q1 2025.

  • Morningstar Investment Services held 46,699 shares of Medtronic worth $4.2M as of Q1 2025.
  • Morningstar Investment Services sold 49,830 Medtronic shares in Q1 2025, an estimated $4.46M.
  • Medtronic made up 0.77% of Morningstar Investment Services's portfolio in Q1 2025, its #30 holding.
  • Morningstar Investment Services first reported a position in Medtronic in Q2 2013 and has held it in 20 quarters since.
  • Morningstar Investment Services's Medtronic position peaked at $128M in Q4 2023.
  • 2,171 funds tracked by Wall St. Rank held Medtronic as of Q1 2025.

Based on Morningstar Investment Services's 13F filing for Q1 2025, filed 5 May 2025.