AWP
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Ascent Wealth Partners’s Medtronic MDT Stock Holding History

Ascent Wealth Partners’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 		– Sell
-11,427
Closed -$899K – 164
2024
Q2 		$899K Sell
11,427
-198
-2% -$16.2K 0.13% 111
2024
Q1 		$1.01M Buy
11,625
+425
+4% +$36.3K 0.15% 109
2023
Q4 		$923K Sell
11,200
-539
-5% -$41.1K 0.15% 106
2023
Q3 		$920K Buy
11,739
+789
+7% +$66K 0.17% 101
2023
Q2 		$965K Sell
10,950
-58
-0.5% -$4.99K 0.17% 102
2023
Q1 		$838K Buy
11,008
+1,120
+11% +$91.3K 0.17% 108
2022
Q4 		$768K Buy
9,888
+1,548
+19% +$125K 0.17% 107
2022
Q3 		$673K Sell
8,340
-1,729
-17% -$155K 0.16% 104
2022
Q2 		$897K Buy
+10,069
New +$1.02M 0.2% 96
2015
Q3 		– Sell
-5,076
Closed -$376K – 111
2015
Q2 		$376K Hold
5,076
– – 0.21% 82
2015
Q1 		$396K Buy
5,076
+367
+8% +$27.8K 0.22% 85
2014
Q4 		$340K Sell
4,709
-45
-0.9% -$3.13K 0.2% 88
2014
Q3 		$295K Sell
4,754
-29,502
-86% -$1.88M 0.19% 89
2014
Q2 		$2.18M Buy
34,256
+415
+1% +$25.2K 1.38% 34
2014
Q1 		$2.08M Buy
33,841
+145
+0.4% +$8.45K 1.43% 33
2013
Q4 		$1.93M Buy
+33,696
New +$1.91M 1.37% 34

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