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Shorepoint Capital Partners’s Medtronic MDT Stock Holding History

Shorepoint Capital Partners’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
Q3 		$3.4M Buy
+35,714
New +$3.28M 0.68% 54
2025
Q1 		$3.15M Buy
35,040
+343
+1% +$30.7K 0.71% 56
2024
Q4 		$2.77M Buy
34,697
+707
+2% +$61.2K 0.63% 59
2024
Q3 		$3.06M Buy
33,990
+1,495
+5% +$126K 0.7% 58
2024
Q2 		$2.56M Buy
32,495
+798
+3% +$65.4K 0.6% 66
2024
Q1 		$2.76M Buy
31,697
+385
+1% +$32.9K 0.68% 57
2023
Q4 		$2.58M Buy
31,312
+4,983
+19% +$380K 0.69% 62
2023
Q3 		$2.06M Buy
26,329
+614
+2% +$51.4K 0.61% 61
2023
Q2 		$2.27M Sell
25,715
-305
-1% -$26.3K 0.64% 58
2023
Q1 		$2.1M Buy
26,020
+878
+3% +$71.6K 0.6% 59
2022
Q4 		$1.95M Sell
25,142
-1,055
-4% -$85.5K 0.54% 61
2022
Q3 		$2.12M Sell
26,197
-2,424
-8% -$218K 1.01% 43
2022
Q2 		$2.57M Sell
28,621
-4,759
-14% -$482K 1.09% 43
2022
Q1 		$3.7M Buy
33,380
+610
+2% +$64.4K 1.55% 27
2021
Q4 		$3.39M Buy
32,770
+384
+1% +$44.5K 1.38% 30
2021
Q3 		$4.06M Buy
+32,386
New +$4.19M 1.82% 20
2021
Q1 		$3.16M Buy
26,741
+1,941
+8% +$227K 1.69% 24
2020
Q4 		$2.9M Sell
24,800
-4
-0% -$440 1.61% 27
2020
Q3 		$2.58M Buy
24,804
+5,463
+28% +$549K 1.6% 28
2020
Q2 		$1.77M Buy
19,341
+4,127
+27% +$396K 1.16% 38
2020
Q1 		$1.37M Buy
15,214
+708
+5% +$75.3K 1.1% 34
2019
Q4 		$1.65M Sell
14,506
-342
-2% -$37.5K 0.94% 44
2019
Q3 		$1.61M Sell
14,848
-560
-4% -$58.4K 0.95% 43
2019
Q2 		$1.5M Buy
15,408
+1,730
+13% +$158K 0.86% 48
2019
Q1 		$1.25M Buy
+13,678
New +$1.22M 0.71% 51

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

Shorepoint Capital Partners's MDT Position: Q3 2025 in Review

Shorepoint Capital Partners opened a new position in Medtronic (MDT) in Q3 2025: 35,714 shares worth $3.4M. The stake represents 0.68% of the portfolio and ranks #54 among its holdings. This is a return to the name: Shorepoint Capital Partners previously reported a position in MDT as recently as Q1 2025.

Shorepoint Capital Partners first reported a position in MDT in Q1 2019 and has held it in 25 quarters since. The position peaked at $4.06M in Q3 2021. 2,169 funds tracked by Wall St. Rank hold MDT as of Q3 2025.

  • Shorepoint Capital Partners held 35,714 shares of Medtronic worth $3.4M as of Q3 2025.
  • Medtronic was a new Shorepoint Capital Partners position in Q3 2025.
  • Medtronic made up 0.68% of Shorepoint Capital Partners's portfolio in Q3 2025, its #54 holding.
  • Shorepoint Capital Partners first reported a position in Medtronic in Q1 2019 and has held it in 25 quarters since.
  • Shorepoint Capital Partners's Medtronic position peaked at $4.06M in Q3 2021.
  • 2,169 funds tracked by Wall St. Rank held Medtronic as of Q3 2025.

Based on Shorepoint Capital Partners's 13F filing for Q3 2025, filed 3 Oct 2025.