Paloma Partners’s Medtronic MDT Stock Holding History

Paloma Partners’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 Q4	–	Sell	-13,700	Closed	-$1.49M	–	2365
2019 Q3	$1.49M	Buy	+13,700	New	+$1.43M	0.03%	558
2018 Q2	–	Sell	-31,200	Closed	-$2.5M	–	1984
2018 Q1	$2.5M	Buy	31,200 +3,200	+11%	+$264K	0.04%	456
2017 Q4	$2.26M	Sell	28,000 -21,500	-43%	-$1.72M	0.03%	616
2017 Q3	$3.85M	Buy	49,500 +21,500	+77%	+$1.79M	0.05%	372
2017 Q2	$2.48M	Buy	+28,000	New	+$2.36M	0.03%	621

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 $3.37T AUM 44.26% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 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

Paloma Partners's MDT Position: Q2 2025 in Review

Paloma Partners sold out of Medtronic (MDT) in Q2 2025, closing a stake of 10,156 shares — an estimated $913K sold.

Paloma Partners first reported a position in MDT in Q3 2013 and held it in 26 quarters. The position peaked at $18.4M in Q4 2021. 2,145 funds tracked by Wall St. Rank hold MDT as of Q2 2025.

Paloma Partners reported no remaining Medtronic position as of Q2 2025 after selling out during the quarter.
Paloma Partners sold 10,156 Medtronic shares in Q2 2025, an estimated $913K.
Paloma Partners first reported a position in Medtronic in Q3 2013 and held it in 26 quarters.
Paloma Partners's Medtronic position peaked at $18.4M in Q4 2021.
2,145 funds tracked by Wall St. Rank held Medtronic as of Q2 2025.

Based on Paloma Partners's 13F filing for Q2 2025, filed 14 Aug 2025.