BHWA
MDT icon

Beacon Harbor Wealth Advisors’s Medtronic MDT Stock Holding History

Beacon Harbor Wealth Advisors’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
2026
Q1 		$6.19M Buy
71,459
+2,508
+4% +$240K 1.3% 41
2025
Q4 		$6.62M Buy
+68,951
New +$6.7M 1.47% 30
2025
Q1 		– Sell
-32,001
Closed -$2.56M – 88
2024
Q4 		$2.56M Sell
32,001
-41,046
-56% -$3.55M 0.6% 48
2024
Q3 		$6.58M Buy
73,047
+1,587
+2% +$134K 1.56% 31
2024
Q2 		$5.63M Buy
71,460
+3,728
+6% +$306K 1.46% 37
2024
Q1 		$5.9M Buy
67,732
+669
+1% +$57.1K 1.56% 31
2023
Q4 		$5.53M Buy
67,063
+2,287
+4% +$174K 1.61% 29
2023
Q3 		$5.08M Buy
64,776
+1,253
+2% +$105K 1.69% 23
2023
Q2 		$5.6M Sell
63,523
-1,445
-2% -$124K 1.83% 16
2023
Q1 		$5.24M Buy
64,968
+7,524
+13% +$613K 1.83% 25
2022
Q4 		$4.46M Buy
+57,444
New +$4.66M 1.52% 30

Other funds holding MDT

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return