Atria Wealth Solutions’s Medtronic MDT Stock Holding History

Atria Wealth Solutions’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
2025 Q2	$8.7M	Sell	99,058 -14,573	-13%	-$1.24M	0.2%	117
2025 Q1	$10.3M	Buy	113,631 +7,873	+7%	+$705K	0.12%	177
2024 Q4	$8.5M	Buy	105,758 +11,447	+12%	+$991K	0.09%	220
2024 Q3	$8.54M	Sell	94,311 -1,942	-2%	-$163K	0.09%	221
2024 Q2	$7.63M	Buy	96,253 +554	+0.6%	+$45.4K	0.08%	243
2024 Q1	$8.4M	Buy	95,699 +8,350	+10%	+$713K	0.09%	227
2023 Q4	$7.24M	Buy	87,349 +4,672	+6%	+$356K	0.09%	226
2023 Q3	$6.51M	Buy	82,677 +6,753	+9%	+$565K	0.09%	229
2023 Q2	$6.72M	Buy	75,924 +9,564	+14%	+$823K	0.09%	220
2023 Q1	$5.39M	Buy	66,360 +6,441	+11%	+$525K	0.08%	250
2022 Q4	$4.68M	Sell	59,919 -9,904	-14%	-$803K	0.08%	266
2022 Q3	$5.66M	Buy	69,823 +4,019	+6%	+$361K	0.1%	209
2022 Q2	$5.94M	Buy	65,804 +6,628	+11%	+$672K	0.12%	199
2022 Q1	$6.6M	Buy	+59,176	New	+$6.25M	0.11%	199

Other funds holding MDT

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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 $1.47T AUM 27.86% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Massachusetts Financial Services

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