OIA
MDT icon

Optimum Investment Advisors’s Medtronic MDT Stock Holding History

Optimum Investment Advisors’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
2019
Q1 		– Sell
-500
Closed -$2K – 1019
2018
Q4 		$2K Hold
500
– – ﹤0.01% 909
2018
Q3 		$3K Buy
+500
New +$46.2K ﹤0.01% 962

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

Optimum Investment Advisors's MDT Position: Q3 2025 in Review

Optimum Investment Advisors held its Medtronic (MDT) position steady in Q3 2025 at 950 shares worth $90.5K. The position accounts for 0.04% of the portfolio, ranked #277.

Optimum Investment Advisors first reported a position in MDT in Q3 2013 and has held it in 47 quarters since. The position peaked at $593K in Q1 2015. 2,170 funds tracked by Wall St. Rank hold MDT as of Q3 2025.

  • Optimum Investment Advisors held 950 shares of Medtronic worth $90.5K as of Q3 2025.
  • Optimum Investment Advisors left its Medtronic share count unchanged in Q3 2025.
  • Medtronic made up 0.04% of Optimum Investment Advisors's portfolio in Q3 2025, its #277 holding.
  • Optimum Investment Advisors first reported a position in Medtronic in Q3 2013 and has held it in 47 quarters since.
  • Optimum Investment Advisors's Medtronic position peaked at $593K in Q1 2015.
  • 2,170 funds tracked by Wall St. Rank held Medtronic as of Q3 2025.

Based on Optimum Investment Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.