9WM
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9258 Wealth Management’s Medtronic MDT Stock Holding History

9258 Wealth 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
2024
Q3 		$351K Hold
3,901
– – 0.05% 250
2024
Q2 		$307K Sell
3,901
-110
-3% -$9.02K 0.05% 262
2024
Q1 		$350K Hold
4,011
– – 0.05% 242
2023
Q4 		$330K Buy
4,011
+26
+0.7% +$1.98K 0.06% 240
2023
Q3 		$312K Buy
3,985
+20
+0.5% +$1.67K 0.06% 238
2023
Q2 		$349K Sell
3,965
-45
-1% -$3.87K 0.07% 235
2023
Q1 		$323K Buy
4,010
+284
+8% +$23.1K 0.07% 241
2022
Q4 		$290K Sell
3,726
-256
-6% -$20.7K 0.06% 259
2022
Q3 		$322K Sell
3,982
-745
-16% -$67K 0.08% 227
2022
Q2 		$424K Sell
4,727
-165
-3% -$16.7K 0.11% 196
2022
Q1 		$543K Sell
4,892
-1,837
-27% -$194K 0.13% 179
2021
Q4 		$696K Buy
6,729
+165
+3% +$19.1K 0.16% 144
2021
Q3 		$823K Buy
6,564
+427
+7% +$55.3K 0.22% 112
2021
Q2 		$762K Sell
6,137
-238
-4% -$29.9K 0.21% 124
2021
Q1 		$753K Buy
6,375
+1,048
+20% +$123K 0.23% 112
2020
Q4 		$624K Sell
5,327
-204
-4% -$22.5K 0.2% 125
2020
Q3 		$556K Sell
5,531
-143
-3% -$14.4K 0.21% 124
2020
Q2 		$520K Buy
5,674
+21
+0.4% +$2.01K 0.21% 132
2020
Q1 		$570K Buy
5,653
+65
+1% +$6.92K 0.25% 113
2019
Q4 		$634K Buy
5,588
+880
+19% +$96.6K 0.23% 122
2019
Q3 		$511K Buy
4,708
+1,082
+30% +$113K 0.4% 84
2019
Q2 		$353K Buy
3,626
+24
+0.7% +$2.19K 0.28% 115
2019
Q1 		$328K Buy
3,602
+254
+8% +$22.7K 0.28% 114
2018
Q4 		$305K Buy
+3,348
New +$313K 0.29% 113

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

9258 Wealth Management's MDT Position: Q3 2024 in Review

9258 Wealth Management held its Medtronic (MDT) position steady in Q3 2024 at 3,901 shares worth $351K. The position accounts for 0.05% of the portfolio, ranked #250.

9258 Wealth Management first reported a position in MDT in Q4 2018 and has held it in 24 quarters since. The position peaked at $823K in Q3 2021. 2,063 funds tracked by Wall St. Rank hold MDT as of Q3 2024.

  • 9258 Wealth Management held 3,901 shares of Medtronic worth $351K as of Q3 2024.
  • 9258 Wealth Management left its Medtronic share count unchanged in Q3 2024.
  • Medtronic made up 0.05% of 9258 Wealth Management's portfolio in Q3 2024, its #250 holding.
  • 9258 Wealth Management first reported a position in Medtronic in Q4 2018 and has held it in 24 quarters since.
  • 9258 Wealth Management's Medtronic position peaked at $823K in Q3 2021.
  • 2,063 funds tracked by Wall St. Rank held Medtronic as of Q3 2024.

Based on 9258 Wealth Management's 13F filing for Q3 2024, filed 12 Nov 2024.