Aspire Wealth Management’s Medtronic MDT Stock Holding History

Aspire 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	$811K	Hold	9,012	–	–	0.44%	46
2024 Q2	$709K	Hold	9,012	–	–	0.41%	50
2024 Q1	$785K	Buy	9,012 +12	+0.1%	+$1.02K	0.47%	41
2023 Q4	$741K	Sell	9,000 -330	-4%	-$25.2K	0.5%	42
2023 Q3	$731K	Hold	9,330	–	–	0.56%	38
2023 Q2	$822K	Hold	9,330	–	–	0.62%	38
2023 Q1	$752K	Sell	9,330 -35	-0.4%	-$2.85K	0.61%	39
2022 Q4	$728K	Hold	9,365	–	–	0.63%	38
2022 Q3	$756K	Hold	9,365	–	–	0.71%	33
2022 Q2	$841K	Hold	9,365	–	–	0.77%	30
2022 Q1	$1.04M	Buy	+9,365	New	+$989K	0.82%	30

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

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

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Aspire Wealth Management held its Medtronic (MDT) position steady in Q3 2024 at 9,012 shares worth $811K. The position accounts for 0.44% of the portfolio, ranked #46.

Aspire Wealth Management first reported a position in MDT in Q1 2022 and has held it in 11 quarters since. The position peaked at $1.04M in Q1 2022. 2,063 funds tracked by Wall St. Rank hold MDT as of Q3 2024.

Aspire Wealth Management held 9,012 shares of Medtronic worth $811K as of Q3 2024.
Aspire Wealth Management left its Medtronic share count unchanged in Q3 2024.
Medtronic made up 0.44% of Aspire Wealth Management's portfolio in Q3 2024, its #46 holding.
Aspire Wealth Management first reported a position in Medtronic in Q1 2022 and has held it in 11 quarters since.
Aspire Wealth Management's Medtronic position peaked at $1.04M in Q1 2022.
2,063 funds tracked by Wall St. Rank held Medtronic as of Q3 2024.

Based on Aspire Wealth Management's 13F filing for Q3 2024, filed 31 Oct 2024.