River Street Advisors’s Medtronic MDT Stock Holding History

River Street 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
2025 Q1	–	Sell	-12,161	Closed	-$971K	–	145
2024 Q4	$971K	Buy	12,161 +267	+2%	+$23.1K	0.5%	57
2024 Q3	$1.07M	Buy	11,894 +173	+1%	+$14.6K	0.58%	52
2024 Q2	$923K	Buy	11,721 +742	+7%	+$60.8K	0.57%	52
2024 Q1	$957K	Buy	10,979 +2,304	+27%	+$197K	0.65%	47
2023 Q4	$715K	Sell	8,675 -1,986	-19%	-$151K	0.57%	52
2023 Q3	$835K	Buy	10,661 +467	+5%	+$39.1K	0.79%	41
2023 Q2	$898K	Sell	10,194 -323	-3%	-$27.8K	0.86%	37
2023 Q1	$848K	Buy	10,517 +641	+6%	+$52.2K	0.83%	41
2022 Q4	$768K	Buy	+9,876	New	+$800K	0.82%	41

Other funds holding MDT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

River Street Advisors's MDT Position: Q1 2025 in Review

River Street Advisors sold out of Medtronic (MDT) in Q1 2025, closing a stake of 12,161 shares — an estimated $971K sold.

River Street Advisors first reported a position in MDT in Q4 2022 and held it in 9 quarters. The position peaked at $1.07M in Q3 2024. 2,170 funds tracked by Wall St. Rank hold MDT as of Q1 2025.

River Street Advisors reported no remaining Medtronic position as of Q1 2025 after selling out during the quarter.
River Street Advisors sold 12,161 Medtronic shares in Q1 2025, an estimated $971K.
River Street Advisors first reported a position in Medtronic in Q4 2022 and held it in 9 quarters.
River Street Advisors's Medtronic position peaked at $1.07M in Q3 2024.
2,170 funds tracked by Wall St. Rank held Medtronic as of Q1 2025.

Based on River Street Advisors's 13F filing for Q1 2025, filed 21 Apr 2025.