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Petrus Trust Company’s Medtronic MDT Stock Holding History

Petrus Trust Company’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
Q2 		– Sell
-3,250
Closed -$292K – 638
2025
Q1 		$292K Buy
+3,250
New +$291K 0.03% 409
2024
Q2 		– Sell
-2,620
Closed -$228K – 695
2024
Q1 		$228K Sell
2,620
-2,426
-48% -$207K 0.02% 538
2023
Q4 		$416K Buy
+5,046
New +$385K 0.04% 307
2023
Q1 		– Sell
-3,956
Closed -$307K – 642
2022
Q4 		$307K Buy
+3,956
New +$321K 0.04% 253
2022
Q1 		– Sell
-2,749
Closed -$284K – 122
2021
Q4 		$284K Buy
+2,749
New +$318K 0.03% 47

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
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

Petrus Trust Company's MDT Position: Q2 2025 in Review

Petrus Trust Company sold out of Medtronic (MDT) in Q2 2025, closing a stake of 3,250 shares — an estimated $292K sold.

Petrus Trust Company first reported a position in MDT in Q4 2021 and held it in 5 quarters. The position peaked at $416K in Q4 2023. 2,139 funds tracked by Wall St. Rank hold MDT as of Q2 2025.

  • Petrus Trust Company reported no remaining Medtronic position as of Q2 2025 after selling out during the quarter.
  • Petrus Trust Company sold 3,250 Medtronic shares in Q2 2025, an estimated $292K.
  • Petrus Trust Company first reported a position in Medtronic in Q4 2021 and held it in 5 quarters.
  • Petrus Trust Company's Medtronic position peaked at $416K in Q4 2023.
  • 2,139 funds tracked by Wall St. Rank held Medtronic as of Q2 2025.

Based on Petrus Trust Company's 13F filing for Q2 2025, filed 14 Aug 2025.