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Schechter Investment Advisors’s Medtronic MDT Stock Holding History

Schechter Investment 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 		$991K Buy
11,024
+4,082
+59% +$365K 0.08% 239
2024
Q4 		$555K Buy
6,942
+2,252
+48% +$195K 0.04% 365
2024
Q3 		$422K Sell
4,690
-851
-15% -$71.6K 0.03% 431
2024
Q2 		$436K Buy
5,541
+8
+0.1% +$656 0.03% 402
2024
Q1 		$482K Sell
5,533
-144
-3% -$12.3K 0.04% 379
2023
Q4 		$468K Sell
5,677
-1,041
-15% -$79.3K 0.04% 364
2023
Q3 		$526K Sell
6,718
-508
-7% -$42.5K 0.05% 330
2023
Q2 		$637K Buy
7,226
+137
+2% +$11.8K 0.06% 329
2023
Q1 		$572K Buy
+7,089
New +$578K 0.05% 381
2022
Q4 		– Sell
-5,187
Closed -$419K – 878
2022
Q3 		$419K Buy
5,187
+2,749
+113% +$247K 0.04% 563
2022
Q2 		$220K Sell
2,438
-9,301
-79% -$942K 0.02% 818
2022
Q1 		$1.3M Buy
11,739
+3,261
+38% +$345K 0.12% 213
2021
Q4 		$877K Buy
+8,478
New +$982K 0.08% 351

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

Schechter Investment Advisors's MDT Position: Q1 2025 in Review

Schechter Investment Advisors increased its Medtronic (MDT) stake by 59% in Q1 2025, buying an estimated $365K and bringing the position to 11,024 shares worth $991K. The position accounts for 0.08% of the portfolio, ranked #239.

Schechter Investment Advisors first reported a position in MDT in Q4 2021 and has held it in 13 quarters since. The position peaked at $1.3M in Q1 2022. 2,170 funds tracked by Wall St. Rank hold MDT as of Q1 2025.

  • Schechter Investment Advisors held 11,024 shares of Medtronic worth $991K as of Q1 2025.
  • Schechter Investment Advisors bought 4,082 Medtronic shares in Q1 2025, an estimated $365K.
  • Medtronic made up 0.08% of Schechter Investment Advisors's portfolio in Q1 2025, its #239 holding.
  • Schechter Investment Advisors first reported a position in Medtronic in Q4 2021 and has held it in 13 quarters since.
  • Schechter Investment Advisors's Medtronic position peaked at $1.3M in Q1 2022.
  • 2,170 funds tracked by Wall St. Rank held Medtronic as of Q1 2025.

Based on Schechter Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.