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Orion Portfolio Solutions’s Medtronic MDT Stock Holding History

Orion Portfolio Solutions’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 		$8.18M Buy
91,020
+14,610
+19% +$1.31M 0.08% 242
2024
Q4 		$6.1M Buy
76,410
+3,182
+4% +$275K 0.06% 283
2024
Q3 		$6.59M Buy
73,228
+2,298
+3% +$193K 0.07% 282
2024
Q2 		$5.58M Buy
70,930
+1,896
+3% +$155K 0.06% 288
2024
Q1 		$6.02M Buy
69,034
+8,352
+14% +$713K 0.06% 289
2023
Q4 		$5.25M Sell
60,682
-19,838
-25% -$1.51M 0.06% 299
2023
Q3 		$6.31M Sell
80,520
-4,667
-5% -$391K 0.08% 252
2023
Q2 		$7.5M Sell
85,187
-181
-0.2% -$15.6K 0.08% 243
2023
Q1 		$6.88M Buy
85,368
+54,378
+175% +$4.43M 0.08% 208
2022
Q4 		$2.41M Buy
30,990
+13,789
+80% +$1.12M 0.08% 168
2022
Q3 		$1.39M Buy
17,201
+3,293
+24% +$296K 0.06% 202
2022
Q2 		$1.25M Buy
13,908
+982
+8% +$99.5K 0.05% 218
2022
Q1 		$1.43M Buy
12,926
+2,881
+29% +$304K 0.05% 214
2021
Q4 		$1.04M Buy
10,045
+1,057
+12% +$122K 0.03% 262
2021
Q3 		$1.13M Buy
8,988
+989
+12% +$128K 0.04% 234
2021
Q2 		$993K Buy
7,999
+940
+13% +$118K 0.04% 235
2021
Q1 		$834K Sell
7,059
-673
-9% -$78.9K 0.04% 235
2020
Q4 		$906K Sell
7,732
-263
-3% -$29K 0.04% 215
2020
Q3 		$831K Buy
7,995
+1,450
+22% +$146K 0.04% 201
2020
Q2 		$600K Buy
6,545
+209
+3% +$20K 0.03% 211
2020
Q1 		$571K Buy
6,336
+789
+14% +$83.9K 0.04% 189
2019
Q4 		$629K Buy
+5,547
New +$609K 0.05% 179

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

Orion Portfolio Solutions's MDT Position: Q1 2025 in Review

Orion Portfolio Solutions increased its Medtronic (MDT) stake by 19% in Q1 2025, buying an estimated $1.31M and bringing the position to 91,020 shares worth $8.18M. The position accounts for 0.08% of the portfolio, ranked #242.

Orion Portfolio Solutions first reported a position in MDT in Q4 2019 and has held it in 22 quarters since. 2,170 funds tracked by Wall St. Rank hold MDT as of Q1 2025.

  • Orion Portfolio Solutions held 91,020 shares of Medtronic worth $8.18M as of Q1 2025.
  • Orion Portfolio Solutions bought 14,610 Medtronic shares in Q1 2025, an estimated $1.31M.
  • Medtronic made up 0.08% of Orion Portfolio Solutions's portfolio in Q1 2025, its #242 holding.
  • Orion Portfolio Solutions first reported a position in Medtronic in Q4 2019 and has held it in 22 quarters since.
  • 2,170 funds tracked by Wall St. Rank held Medtronic as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.