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Stonegate Investment Group’s Medtronic MDT Stock Holding History

Stonegate Investment 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 		$624K Sell
6,549
-1,297
-17% -$119K 0.01% 225
2025
Q2 		$684K Buy
7,846
+1,684
+27% +$143K 0.02% 207
2025
Q1 		$554K Sell
6,162
-192
-3% -$17.2K 0.01% 204
2024
Q4 		$508K Sell
6,354
-9
-0.1% -$779 0.01% 212
2024
Q3 		$573K Buy
6,363
+1,063
+20% +$89.4K 0.02% 212
2024
Q2 		$417K Sell
5,300
-27,829
-84% -$2.28M 0.01% 245
2024
Q1 		$2.89M Buy
33,129
+5,259
+19% +$449K 0.09% 96
2023
Q4 		$2.3M Buy
27,870
+1,225
+5% +$93.4K 0.08% 107
2023
Q3 		$2.09M Sell
26,645
-81
-0.3% -$6.78K 0.08% 101
2023
Q2 		$2.35M Buy
26,726
+7,931
+42% +$683K 0.08% 100
2023
Q1 		$1.52M Buy
18,795
+14,079
+299% +$1.15M 0.06% 125
2022
Q4 		$366K Sell
4,716
-90,969
-95% -$7.37M 0.02% 228
2022
Q3 		$7.73M Sell
95,685
-7,259
-7% -$652K 0.35% 47
2022
Q2 		$9.24M Sell
102,944
-331,463
-76% -$33.6M 0.4% 48
2022
Q1 		$48.2M Buy
434,407
+22,988
+6% +$2.43M 1.58% 17
2021
Q4 		$42.6M Buy
+411,419
New +$47.6M 1.79% 17

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

Stonegate Investment Group's MDT Position: Q3 2025 in Review

Stonegate Investment Group reduced its Medtronic (MDT) stake by 17% in Q3 2025, selling an estimated $119K and leaving 6,549 shares worth $624K. The position accounts for 0.01% of the portfolio, ranked #225.

Stonegate Investment Group first reported a position in MDT in Q4 2021 and has held it in 16 quarters since. The position peaked at $48.2M in Q1 2022. 2,169 funds tracked by Wall St. Rank hold MDT as of Q3 2025.

  • Stonegate Investment Group held 6,549 shares of Medtronic worth $624K as of Q3 2025.
  • Stonegate Investment Group sold 1,297 Medtronic shares in Q3 2025, an estimated $119K.
  • Medtronic made up 0.01% of Stonegate Investment Group's portfolio in Q3 2025, its #225 holding.
  • Stonegate Investment Group first reported a position in Medtronic in Q4 2021 and has held it in 16 quarters since.
  • Stonegate Investment Group's Medtronic position peaked at $48.2M in Q1 2022.
  • 2,169 funds tracked by Wall St. Rank held Medtronic as of Q3 2025.

Based on Stonegate Investment Group's 13F filing for Q3 2025, filed 3 Nov 2025.