Neo Ivy Capital Management’s Medtronic MDT Stock Holding History

Neo Ivy Capital Management’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	–	Sell	-8,251	Closed	-$719K	–	480
2025 Q2	$719K	Buy	+8,251	New	+$700K	0.23%	155
2023 Q3	–	Sell	-657	Closed	-$58K	–	400
2023 Q2	$58K	Buy	+657	New	+$56.6K	0.03%	249
2022 Q3	–	Sell	-1,335	Closed	-$119K	–	480
2022 Q2	$119K	Sell	1,335 -1,499	-53%	-$152K	0.32%	130
2022 Q1	$314K	Sell	2,834 -2,210	-44%	-$233K	0.28%	136
2021 Q4	$522K	Sell	5,044 -840	-14%	-$97.3K	0.75%	23
2021 Q3	$540K	Buy	5,884 +2,230	+61%	+$289K	0.62%	38
2021 Q2	$454K	Buy	3,654 +3,212	+727%	+$403K	0.46%	69
2021 Q1	$52K	Buy	+442	New	+$51.8K	0.06%	324
2020 Q3	–	Sell	-5,884	Closed	-$540K	–	556
2020 Q2	$540K	Buy	5,884 +5,005	+569%	+$480K	0.62%	38
2020 Q1	$79K	Sell	879 -1,046	-54%	-$111K	0.13%	246
2019 Q4	$218K	Buy	+1,925	New	+$211K	0.25%	160
2019 Q3	–	Sell	-14,834	Closed	-$1.45M	–	351
2019 Q2	$1.45M	Sell	14,834 -984	-6%	-$89.8K	0.81%	11
2019 Q1	$1.44M	Buy	+15,818	New	+$1.42M	0.82%	17

Other funds holding MDT

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Neo Ivy Capital Management's MDT Position: Q3 2025 in Review

Neo Ivy Capital Management sold out of Medtronic (MDT) in Q3 2025, closing a stake of 8,251 shares — an estimated $719K sold.

Neo Ivy Capital Management first reported a position in MDT in Q1 2019 and held it in 13 quarters. The position peaked at $1.45M in Q2 2019. 2,178 funds tracked by Wall St. Rank hold MDT as of Q3 2025.

Neo Ivy Capital Management reported no remaining Medtronic position as of Q3 2025 after selling out during the quarter.
Neo Ivy Capital Management sold 8,251 Medtronic shares in Q3 2025, an estimated $719K.
Neo Ivy Capital Management first reported a position in Medtronic in Q1 2019 and held it in 13 quarters.
Neo Ivy Capital Management's Medtronic position peaked at $1.45M in Q2 2019.
2,178 funds tracked by Wall St. Rank held Medtronic as of Q3 2025.

Based on Neo Ivy Capital Management's 13F filing for Q3 2025, filed 12 Nov 2025.