ARS Wealth Advisors Group’s Medtronic MDT Stock Holding History

ARS Wealth Advisors Group’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 Q2	–	Sell	-2,700	Closed	-$235K	–	171
2024 Q1	$235K	Sell	2,700 -1,471	-35%	-$126K	0.03%	147
2023 Q4	$344K	Sell	4,171 -82,928	-95%	-$6.32M	0.05%	109
2023 Q3	$6.83M	Buy	87,099 +471	+0.5%	+$39.4K	1.12%	33
2023 Q2	$7.63M	Buy	86,628 +2,750	+3%	+$237K	1.21%	31
2023 Q1	$6.76M	Buy	83,878 +12,999	+18%	+$1.06M	1.25%	36
2022 Q4	$5.51M	Sell	70,879 -8,516	-11%	-$690K	0.91%	43
2022 Q3	$6.41M	Buy	79,395 +43,140	+119%	+$3.88M	0.98%	40
2022 Q2	$3.25M	Buy	+36,255	New	+$3.67M	0.45%	63

Other funds holding MDT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

ARS Wealth Advisors Group's MDT Position: Q2 2024 in Review

ARS Wealth Advisors Group sold out of Medtronic (MDT) in Q2 2024, closing a stake of 2,700 shares — an estimated $235K sold.

ARS Wealth Advisors Group first reported a position in MDT in Q2 2022 and held it in 8 quarters. The position peaked at $7.63M in Q2 2023. 2,024 funds tracked by Wall St. Rank hold MDT as of Q2 2024.

ARS Wealth Advisors Group reported no remaining Medtronic position as of Q2 2024 after selling out during the quarter.
ARS Wealth Advisors Group sold 2,700 Medtronic shares in Q2 2024, an estimated $235K.
ARS Wealth Advisors Group first reported a position in Medtronic in Q2 2022 and held it in 8 quarters.
ARS Wealth Advisors Group's Medtronic position peaked at $7.63M in Q2 2023.
2,024 funds tracked by Wall St. Rank held Medtronic as of Q2 2024.

Based on ARS Wealth Advisors Group's 13F filing for Q2 2024, filed 19 Jul 2024.