1W
MDT icon

1776 Wealth’s Medtronic MDT Stock Holding History

1776 Wealth’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
-5,289
Closed -$461K – 146
2025
Q2 		$461K Sell
5,289
-191
-3% -$16.2K 0.19% 94
2025
Q1 		$492K Sell
5,480
-176
-3% -$15.7K 0.23% 86
2024
Q4 		$452K Hold
5,656
– – 0.21% 91
2024
Q3 		$509K Sell
5,656
-339
-6% -$28.5K 0.23% 89
2024
Q2 		$472K Buy
+5,995
New +$491K 0.21% 95
2023
Q3 		– Sell
-5,919
Closed -$521K – 141
2023
Q2 		$521K Buy
5,919
+2,141
+57% +$184K 0.28% 70
2023
Q1 		$305K Buy
3,778
+49
+1% +$3.99K 0.18% 94
2022
Q4 		$290K Buy
3,729
+67
+2% +$5.43K 0.21% 96
2022
Q3 		$295K Hold
3,662
– – 0.22% 83
2022
Q2 		$328K Sell
3,662
-115
-3% -$11.7K 0.23% 80
2022
Q1 		$413K Buy
3,777
+79
+2% +$8.35K 0.24% 77
2021
Q4 		$383K Sell
3,698
-87
-2% -$10.1K 0.21% 86
2021
Q3 		$475K Sell
3,785
-1,120
-23% -$145K 0.27% 63
2021
Q2 		$609K Buy
4,905
+38
+0.8% +$4.77K 0.35% 50
2021
Q1 		$561K Sell
4,867
-133
-3% -$15.6K 0.36% 48
2020
Q4 		$586K Buy
5,000
+67
+1% +$7.38K 0.38% 49
2020
Q3 		$512K Buy
4,933
+79
+2% +$7.93K 0.37% 45
2020
Q2 		$445K Sell
4,854
-2,684
-36% -$257K 0.31% 50
2020
Q1 		$776K Buy
7,538
+4,071
+117% +$433K 0.33% 48
2019
Q4 		$409K Buy
+3,467
New +$380K 0.35% 46

Other funds holding MDT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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 $1.47T 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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return