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Oliver Luxxe Assets’s Medtronic MDT Stock Holding History

Oliver Luxxe Assets’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
-59,142
Closed -$5.32M – 207
2024
Q4 		$5.32M Hold
59,142
– – 0.47% 67
2024
Q3 		$5.32M Buy
59,142
+120
+0.2% +$10.1K 0.95% 37
2024
Q2 		$4.65M Buy
59,022
+265
+0.5% +$21.7K 0.99% 38
2024
Q1 		$5.12M Buy
+58,757
New +$5.01M 1.07% 30
2019
Q2 		– Sell
-6,545
Closed -$596K – 124
2019
Q1 		$596K Sell
6,545
-15,104
-70% -$1.35M 0.35% 78
2018
Q4 		$1.97M Buy
+21,649
New +$2.02M 1.33% 36
2016
Q4 		– Sell
-11,419
Closed -$987K – 92
2016
Q3 		$987K Buy
11,419
+1,369
+14% +$119K 0.77% 48
2016
Q2 		$872K Buy
+10,050
New +$813K 0.74% 45

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

Oliver Luxxe Assets's MDT Position: Q1 2025 in Review

Oliver Luxxe Assets sold out of Medtronic (MDT) in Q1 2025, closing a stake of 59,142 shares — an estimated $5.32M sold.

Oliver Luxxe Assets first reported a position in MDT in Q2 2016 and held it in 8 quarters. The position peaked at $5.32M in Q4 2024. 2,170 funds tracked by Wall St. Rank hold MDT as of Q1 2025.

  • Oliver Luxxe Assets reported no remaining Medtronic position as of Q1 2025 after selling out during the quarter.
  • Oliver Luxxe Assets sold 59,142 Medtronic shares in Q1 2025, an estimated $5.32M.
  • Oliver Luxxe Assets first reported a position in Medtronic in Q2 2016 and held it in 8 quarters.
  • Oliver Luxxe Assets's Medtronic position peaked at $5.32M in Q4 2024.
  • 2,170 funds tracked by Wall St. Rank held Medtronic as of Q1 2025.

Based on Oliver Luxxe Assets's 13F filing for Q1 2025, filed 14 May 2025.