SageView Advisory Group’s Medtronic MDT Stock Holding History

SageView Advisory Group’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 Q4	$2.26M	Sell	23,515 -689	-3%	-$66.9K	0.08%	139
2025 Q3	$2.31M	Buy	24,204 +15,062	+165%	+$1.38M	0.08%	142
2025 Q2	$841K	Sell	9,142 -41	-0.4%	-$3.48K	0.03%	267
2025 Q1	$825K	Sell	9,183 -826	-8%	-$73.9K	0.04%	254
2024 Q4	$800K	Buy	10,009 +6,026	+151%	+$522K	0.03%	254
2024 Q3	$359K	Sell	3,983 -1,522	-28%	-$128K	0.02%	353
2024 Q2	$433K	Sell	5,505 -11,324	-67%	-$928K	0.02%	363
2024 Q1	$4.56M	Buy	16,829 +9,523	+130%	+$813K	0.23%	57
2023 Q4	$635K	Buy	7,306 +2,721	+59%	+$207K	0.03%	341
2023 Q3	$359K	Sell	4,585 -66	-1%	-$5.53K	0.02%	383
2023 Q2	$410K	Buy	4,651 +1,400	+43%	+$121K	0.02%	382
2023 Q1	$262K	Buy	3,251 +265	+9%	+$21.6K	0.02%	408
2022 Q4	$232K	Buy	+2,986	New	+$242K	0.02%	375

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

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

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

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

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

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

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

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

SageView Advisory Group's MDT Position: Q4 2025 in Review

SageView Advisory Group reduced its Medtronic (MDT) stake by 2.8% in Q4 2025, selling an estimated $66.9K and leaving 23,515 shares worth $2.26M. The position accounts for 0.08% of the portfolio, ranked #139.

SageView Advisory Group first reported a position in MDT in Q4 2022 and has held it in 13 quarters since. The position peaked at $4.56M in Q1 2024. 2,304 funds tracked by Wall St. Rank hold MDT as of Q4 2025.

SageView Advisory Group held 23,515 shares of Medtronic worth $2.26M as of Q4 2025.
SageView Advisory Group sold 689 Medtronic shares in Q4 2025, an estimated $66.9K.
Medtronic made up 0.08% of SageView Advisory Group's portfolio in Q4 2025, its #139 holding.
SageView Advisory Group first reported a position in Medtronic in Q4 2022 and has held it in 13 quarters since.
SageView Advisory Group's Medtronic position peaked at $4.56M in Q1 2024.
2,304 funds tracked by Wall St. Rank held Medtronic as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.