Secure Asset Management’s Medtronic MDT Stock Holding History

Secure Asset Management’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	-2,427	Closed	-$218K	–	346
2025 Q1	$218K	Sell	2,427 -1,141	-32%	-$102K	0.04%	284
2024 Q4	$285K	Buy	+3,568	New	+$309K	0.04%	260
2021 Q4	–	Sell	-1,915	Closed	-$240K	–	217
2021 Q3	$240K	Sell	1,915 -119	-6%	-$15.4K	0.12%	153
2021 Q2	$252K	Buy	2,034 +8	+0.4%	+$1K	0.13%	154
2021 Q1	$239K	Buy	2,026 +9	+0.4%	+$1.05K	0.13%	152
2020 Q4	$236K	Buy	2,017 +38	+2%	+$4.18K	0.14%	135
2020 Q3	$206K	Buy	+1,979	New	+$199K	0.14%	132
2020 Q1	–	Sell	-2,625	Closed	-$298K	–	137
2019 Q4	$298K	Buy	+2,625	New	+$288K	0.21%	113

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

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

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

Secure Asset Management's MDT Position: Q2 2025 in Review

Secure Asset Management sold out of Medtronic (MDT) in Q2 2025, closing a stake of 2,427 shares — an estimated $218K sold.

Secure Asset Management first reported a position in MDT in Q4 2019 and held it in 8 quarters. The position peaked at $298K in Q4 2019. 2,139 funds tracked by Wall St. Rank hold MDT as of Q2 2025.

Secure Asset Management reported no remaining Medtronic position as of Q2 2025 after selling out during the quarter.
Secure Asset Management sold 2,427 Medtronic shares in Q2 2025, an estimated $218K.
Secure Asset Management first reported a position in Medtronic in Q4 2019 and held it in 8 quarters.
Secure Asset Management's Medtronic position peaked at $298K in Q4 2019.
2,139 funds tracked by Wall St. Rank held Medtronic as of Q2 2025.

Based on Secure Asset Management's 13F filing for Q2 2025, filed 10 Jul 2025.