AWM
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Altium Wealth Management’s Medtronic MDT Stock Holding History

Altium 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
2022
Q2 		$2M Buy
22,254
+4,381
+25% +$444K 0.14% 84
2022
Q1 		$1.98M Buy
17,873
+5,950
+50% +$629K 0.13% 92
2021
Q4 		$1.23M Sell
11,923
-1,217
-9% -$141K 0.08% 127
2021
Q3 		$1.65M Buy
13,140
+319
+2% +$41.3K 0.12% 95
2021
Q2 		$1.59M Buy
12,821
+244
+2% +$30.6K 0.12% 95
2021
Q1 		$1.49M Sell
12,577
-511
-4% -$59.9K 0.12% 96
2020
Q4 		$1.53M Buy
13,088
+1,480
+13% +$163K 0.14% 85
2020
Q3 		$1.21M Sell
11,608
-383
-3% -$38.5K 0.13% 83
2020
Q2 		$1.1M Sell
11,991
-215
-2% -$20.6K 0.12% 84
2020
Q1 		$1.1M Buy
12,206
+703
+6% +$74.8K 0.15% 75
2019
Q4 		$1.3M Buy
11,503
+1,023
+10% +$112K 0.16% 76
2019
Q3 		$1.14M Buy
10,480
+1,740
+20% +$182K 0.15% 80
2019
Q2 		$851K Sell
8,740
-543
-6% -$49.6K 0.12% 103
2019
Q1 		$845K Buy
9,283
+98
+1% +$8.77K 0.13% 97
2018
Q4 		$835K Buy
9,185
+2,408
+36% +$225K 0.16% 87
2018
Q3 		$667K Buy
6,777
+2,455
+57% +$227K 0.13% 126
2018
Q2 		$370K Buy
+4,322
New +$361K 0.1% 149

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Altium Wealth Management's MDT Position: Q2 2022 in Review

Altium Wealth Management increased its Medtronic (MDT) stake by 25% in Q2 2022, buying an estimated $444K and bringing the position to 22,254 shares worth $2M. The position accounts for 0.14% of the portfolio, ranked #84.

Altium Wealth Management first reported a position in MDT in Q2 2018 and has held it in 17 quarters since. 2,021 funds tracked by Wall St. Rank hold MDT as of Q2 2022.

  • Altium Wealth Management held 22,254 shares of Medtronic worth $2M as of Q2 2022.
  • Altium Wealth Management bought 4,381 Medtronic shares in Q2 2022, an estimated $444K.
  • Medtronic made up 0.14% of Altium Wealth Management's portfolio in Q2 2022, its #84 holding.
  • Altium Wealth Management first reported a position in Medtronic in Q2 2018 and has held it in 17 quarters since.
  • 2,021 funds tracked by Wall St. Rank held Medtronic as of Q2 2022.

Based on Altium Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.