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NBW Capital’s Medtronic MDT Stock Holding History

NBW Capital’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 		$221K Buy
2,540
+153
+6% +$13K 0.05% 97
2025
Q1 		$214K Buy
+2,387
New +$214K 0.05% 91
2024
Q4 		– Sell
-2,575
Closed -$232K – 97
2024
Q3 		$232K Buy
+2,575
New +$217K 0.04% 99
2024
Q2 		– Sell
-2,806
Closed -$245K – 109
2024
Q1 		$245K Sell
2,806
-5
-0.2% -$427 0.05% 93
2023
Q4 		$232K Sell
2,811
-3
-0.1% -$229 0.05% 98
2023
Q3 		$221K Sell
2,814
-353
-11% -$29.6K 0.05% 97
2023
Q2 		$279K Buy
3,167
+115
+4% +$9.9K 0.07% 85
2023
Q1 		$246K Buy
+3,052
New +$249K 0.06% 92

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

NBW Capital's MDT Position: Q2 2025 in Review

NBW Capital increased its Medtronic (MDT) stake by 6.4% in Q2 2025, buying an estimated $13K and bringing the position to 2,540 shares worth $221K. The position accounts for 0.05% of the portfolio, ranked #97.

NBW Capital first reported a position in MDT in Q1 2023 and has held it in 8 quarters since. The position peaked at $279K in Q2 2023. 2,140 funds tracked by Wall St. Rank hold MDT as of Q2 2025.

  • NBW Capital held 2,540 shares of Medtronic worth $221K as of Q2 2025.
  • NBW Capital bought 153 Medtronic shares in Q2 2025, an estimated $13K.
  • Medtronic made up 0.05% of NBW Capital's portfolio in Q2 2025, its #97 holding.
  • NBW Capital first reported a position in Medtronic in Q1 2023 and has held it in 8 quarters since.
  • NBW Capital's Medtronic position peaked at $279K in Q2 2023.
  • 2,140 funds tracked by Wall St. Rank held Medtronic as of Q2 2025.

Based on NBW Capital's 13F filing for Q2 2025, filed 13 Aug 2025.