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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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Univest Financial's MDT Position: Q3 2025 in Review

Univest Financial sold out of Medtronic (MDT) in Q3 2025, closing a stake of 2,472 shares — an estimated $215K sold.

Univest Financial first reported a position in MDT in Q1 2020 and held it in 13 quarters. The position peaked at $322K in Q2 2021. 2,177 funds tracked by Wall St. Rank hold MDT as of Q3 2025.

  • Univest Financial reported no remaining Medtronic position as of Q3 2025 after selling out during the quarter.
  • Univest Financial sold 2,472 Medtronic shares in Q3 2025, an estimated $215K.
  • Univest Financial first reported a position in Medtronic in Q1 2020 and held it in 13 quarters.
  • Univest Financial's Medtronic position peaked at $322K in Q2 2021.
  • 2,177 funds tracked by Wall St. Rank held Medtronic as of Q3 2025.

Based on Univest Financial's 13F filing for Q3 2025, filed 30 Oct 2025.