Univest Financial’s Medtronic MDT Stock Holding History

Univest Financial’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	–	Sell	-2,472	Closed	-$215K	–	269
2025 Q2	$215K	Buy	2,472 +90	+4%	+$7.63K	0.01%	250
2025 Q1	$214K	Buy	+2,382	New	+$213K	0.01%	262
2024 Q4	–	Sell	-2,778	Closed	-$250K	–	286
2024 Q3	$250K	Buy	+2,778	New	+$234K	0.02%	252
2023 Q3	–	Sell	-3,049	Closed	-$269K	–	114
2023 Q2	$269K	Buy	3,049 +544	+22%	+$46.8K	0.08%	91
2023 Q1	$202K	Buy	+2,505	New	+$204K	0.06%	103
2022 Q2	–	Sell	-1,809	Closed	-$201K	–	110
2022 Q1	$201K	Buy	+1,809	New	+$191K	0.06%	113
2021 Q4	–	Sell	-1,872	Closed	-$235K	–	115
2021 Q3	$235K	Sell	1,872 -719	-28%	-$93.1K	0.07%	101
2021 Q2	$322K	Buy	2,591 +500	+24%	+$62.8K	0.09%	91
2021 Q1	$247K	Buy	2,091 +126	+6%	+$14.8K	0.07%	99
2020 Q4	$230K	Sell	1,965 -492	-20%	-$54.2K	0.07%	100
2020 Q3	$255K	Sell	2,457 -68	-3%	-$6.83K	0.08%	92
2020 Q2	$232K	Buy	2,525 +13	+0.5%	+$1.25K	0.08%	94
2020 Q1	$227K	Buy	+2,512	New	+$267K	0.09%	102

Other funds holding MDT

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T 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 New York $1.66T AUM 25.57% 1-Year Est. Return