Sonora Investment Management Group’s Medtronic MDT Stock Holding History

Sonora Investment Management 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 Q3	$13.8M	Buy	144,945 +162	+0.1%	+$14.9K	0.98%	34
2025 Q2	$12.6M	Buy	144,783 +8,046	+6%	+$682K	0.94%	37
2025 Q1	$12.3M	Buy	136,737 +8,074	+6%	+$722K	0.97%	37
2024 Q4	$10.3M	Sell	128,663 -254	-0.2%	-$22K	0.79%	43
2024 Q3	$11.6M	Buy	128,917 +11,688	+10%	+$983K	0.86%	45
2024 Q2	$10.2M	Hold	117,229	–	–	0.8%	46
2024 Q1	$10.2M	Buy	117,229 +7,191	+7%	+$614K	0.8%	46
2023 Q4	$9.06M	Buy	110,038 +5,568	+5%	+$424K	0.74%	49
2023 Q3	$8.19M	Buy	104,470 +6,346	+6%	+$531K	0.7%	51
2023 Q2	$8.64M	Buy	98,124 +5,739	+6%	+$494K	0.72%	50
2023 Q1	$7.45M	Buy	92,385 +13,244	+17%	+$1.08M	0.65%	58
2022 Q4	$6.15M	Buy	79,141 +9,480	+14%	+$768K	0.56%	72
2022 Q3	$6.25M	Buy	69,661 +37	+0.1%	+$3.33K	0.8%	49
2022 Q2	$6.25M	Buy	69,624 +6,727	+11%	+$682K	0.59%	66
2022 Q1	$6.98M	Buy	62,897 +8,377	+15%	+$885K	0.79%	48
2021 Q4	$5.64M	Buy	+54,520	New	+$6.31M	0.66%	56

Other funds holding MDT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Sonora Investment Management Group's MDT Position: Q3 2025 in Review

Sonora Investment Management Group increased its Medtronic (MDT) stake by 0.11% in Q3 2025, buying an estimated $14.9K and bringing the position to 144,945 shares worth $13.8M. The position accounts for 0.98% of the portfolio, ranked #34.

Sonora Investment Management Group first reported a position in MDT in Q4 2021 and has held it in 16 quarters since. 2,176 funds tracked by Wall St. Rank hold MDT as of Q3 2025.

Sonora Investment Management Group held 144,945 shares of Medtronic worth $13.8M as of Q3 2025.
Sonora Investment Management Group bought 162 Medtronic shares in Q3 2025, an estimated $14.9K.
Medtronic made up 0.98% of Sonora Investment Management Group's portfolio in Q3 2025, its #34 holding.
Sonora Investment Management Group first reported a position in Medtronic in Q4 2021 and has held it in 16 quarters since.
2,176 funds tracked by Wall St. Rank held Medtronic as of Q3 2025.

Based on Sonora Investment Management Group's 13F filing for Q3 2025, filed 7 Oct 2025.