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Semmax Financial Advisors’s Medtronic MDT Stock Holding History

Semmax Financial 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
Q2 		$4.85M Sell
52,164
-4,901
-9% -$416K 1.25% 27
2025
Q1 		$4.76M Buy
57,065
+1,932
+4% +$173K 1.29% 24
2024
Q4 		$5.08M Buy
55,133
+3,446
+7% +$298K 1.36% 23
2024
Q3 		$4.56M Sell
51,687
-216
-0.4% -$18.2K 1.25% 28
2024
Q2 		$4.27M Buy
51,903
+2,841
+6% +$233K 1.28% 23
2024
Q1 		$4.1M Buy
49,062
+831
+2% +$70.9K 1.35% 24
2023
Q4 		$4.03M Buy
48,231
+856
+2% +$65.2K 1.47% 21
2023
Q3 		$3.41M Buy
+47,375
New +$3.97M 1.37% 30
2022
Q4 		$3.98M Buy
49,537
+1,016
+2% +$82.3K 1.59% 29
2022
Q3 		$4.15M Buy
48,521
+10,997
+29% +$988K 1.76% 26
2022
Q2 		$3.53M Buy
37,524
+5,835
+18% +$591K 1.44% 30
2022
Q1 		$3.52M Buy
31,689
+3,480
+12% +$368K 1.38% 28
2021
Q4 		$2.92M Buy
28,209
+28,195
+201,393% +$3.26M 1.08% 37
2021
Q3 		$2K Hold
14
– – ﹤0.01% 223
2021
Q2 		$2K Hold
14
– – ﹤0.01% 220
2021
Q1 		$2K Hold
14
– – ﹤0.01% 236
2020
Q4 		$2K Hold
14
– – ﹤0.01% 211
2020
Q3 		$1K Hold
14
– – ﹤0.01% 231
2020
Q2 		$1K Hold
14
– – ﹤0.01% 253
2020
Q1 		$1K Hold
14
– – ﹤0.01% 256
2019
Q4 		$2K Hold
14
– – ﹤0.01% 257
2019
Q3 		$2K Hold
14
– – ﹤0.01% 249
2019
Q2 		$1K Sell
14
-135
-91% -$12.3K ﹤0.01% 326
2019
Q1 		$14K Buy
149
+135
+964% +$12.1K 0.01% 294
2018
Q4 		$1K Buy
+14
New +$1.31K ﹤0.01% 421

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

Semmax Financial Advisors's MDT Position: Q2 2025 in Review

Semmax Financial Advisors reduced its Medtronic (MDT) stake by 8.6% in Q2 2025, selling an estimated $416K and leaving 52,164 shares worth $4.85M. The position accounts for 1.25% of the portfolio, ranked #27.

Semmax Financial Advisors first reported a position in MDT in Q4 2018 and has held it in 25 quarters since. The position peaked at $5.08M in Q4 2024. 2,139 funds tracked by Wall St. Rank hold MDT as of Q2 2025.

  • Semmax Financial Advisors held 52,164 shares of Medtronic worth $4.85M as of Q2 2025.
  • Semmax Financial Advisors sold 4,901 Medtronic shares in Q2 2025, an estimated $416K.
  • Medtronic made up 1.25% of Semmax Financial Advisors's portfolio in Q2 2025, its #27 holding.
  • Semmax Financial Advisors first reported a position in Medtronic in Q4 2018 and has held it in 25 quarters since.
  • Semmax Financial Advisors's Medtronic position peaked at $5.08M in Q4 2024.
  • 2,139 funds tracked by Wall St. Rank held Medtronic as of Q2 2025.

Based on Semmax Financial Advisors's 13F filing for Q2 2025, filed 15 Aug 2025.