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Westend Capital Management’s Medtronic MDT Stock Holding History

Westend Capital Management’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
Q1 		– Sell
-512
Closed -$40.9K – 249
2024
Q4 		$40.9K Sell
512
-58,405
-99% -$5.06M 0.01% 82
2024
Q3 		$5.3M Buy
+58,917
New +$4.96M 1.82% 25
2016
Q1 		– Sell
-22,910
Closed -$1.76M – 68
2015
Q4 		$1.76M Sell
22,910
-340
-1% -$25.6K 2.42% 20
2015
Q3 		$1.72M Sell
23,250
-975
-4% -$71.8K 2.19% 22
2015
Q2 		$1.77M Buy
24,225
+500
+2% +$38.2K 2.06% 18
2015
Q1 		$1.83M Buy
23,725
+710
+3% +$53.8K 2.16% 20
2014
Q4 		$1.66M Sell
23,015
-4,960
-18% -$345K 1.92% 21
2014
Q3 		$1.73M Buy
+27,975
New +$1.78M 1.89% 23

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Westend Capital Management's MDT Position: Q1 2025 in Review

Westend Capital Management sold out of Medtronic (MDT) in Q1 2025, closing a stake of 512 shares — an estimated $40.9K sold.

Westend Capital Management first reported a position in MDT in Q3 2014 and held it in 8 quarters. The position peaked at $5.3M in Q3 2024. 2,170 funds tracked by Wall St. Rank hold MDT as of Q1 2025.

  • Westend Capital Management reported no remaining Medtronic position as of Q1 2025 after selling out during the quarter.
  • Westend Capital Management sold 512 Medtronic shares in Q1 2025, an estimated $40.9K.
  • Westend Capital Management first reported a position in Medtronic in Q3 2014 and held it in 8 quarters.
  • Westend Capital Management's Medtronic position peaked at $5.3M in Q3 2024.
  • 2,170 funds tracked by Wall St. Rank held Medtronic as of Q1 2025.

Based on Westend Capital Management's 13F filing for Q1 2025, filed 24 Apr 2025.