BerganKDV Wealth Management’s Medtronic MDT Stock Holding History

BerganKDV 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
2023 Q2	$9.03M	Buy	102,534 +1,712	+2%	+$147K	0.9%	24
2023 Q1	$8.13M	Buy	100,822 +41,880	+71%	+$3.41M	0.84%	24
2022 Q4	$4.58M	Buy	58,942 +2,434	+4%	+$197K	0.5%	48
2022 Q3	$4.56M	Buy	56,508 +1,219	+2%	+$110K	0.55%	38
2022 Q2	$4.96M	Buy	55,289 +1,533	+3%	+$155K	0.57%	35
2022 Q1	$5.96M	Sell	53,756 -15,313	-22%	-$1.62M	0.64%	33
2021 Q4	$7.14M	Buy	69,069 +19,879	+40%	+$2.3M	0.75%	27
2021 Q3	$6.17M	Buy	49,190 +4,755	+11%	+$615K	0.7%	28
2021 Q2	$5.52M	Buy	44,435 +2,524	+6%	+$317K	0.65%	29
2021 Q1	$4.95M	Buy	41,911 +1,055	+3%	+$124K	0.64%	29
2020 Q4	$4.79M	Buy	40,856 +522	+1%	+$57.5K	0.67%	31
2020 Q3	$4.19M	Buy	40,334 +1,677	+4%	+$168K	0.66%	34
2020 Q2	$3.54M	Buy	38,657 +1,416	+4%	+$136K	0.61%	34
2020 Q1	$3.36M	Buy	37,241 +5,335	+17%	+$568K	0.69%	31
2019 Q4	$3.62M	Buy	31,906 +476	+2%	+$52.2K	0.64%	33
2019 Q3	$3.41M	Buy	31,430 +2,294	+8%	+$239K	0.67%	29
2019 Q2	$2.84M	Buy	29,136 +1,202	+4%	+$110K	0.56%	32
2019 Q1	$2.54M	Buy	27,934 +9,114	+48%	+$816K	0.52%	38
2018 Q4	$1.71M	Sell	18,820 -608	-3%	-$56.8K	0.4%	48
2018 Q3	$1.91M	Sell	19,428 -1,030	-5%	-$95.2K	0.41%	47
2018 Q2	$1.75M	Buy	20,458 +2,771	+16%	+$231K	0.39%	49
2018 Q1	$1.42M	Sell	17,687 -1,647	-9%	-$136K	0.39%	53
2017 Q4	$1.56M	Buy	19,334 +5,076	+36%	+$407K	0.37%	48
2017 Q3	$1.11M	Buy	14,258 +4,035	+39%	+$335K	0.28%	72
2017 Q2	$907K	Sell	10,223 -605	-6%	-$51K	0.26%	75
2017 Q1	$872K	Sell	10,828 -3,632	-25%	-$284K	0.26%	74
2016 Q4	$1.03M	Buy	14,460 +10,323	+250%	+$811K	0.34%	54
2016 Q3	$357K	Buy	4,137 +42	+1%	+$3.66K	0.12%	127
2016 Q2	$355K	Sell	4,095 -465	-10%	-$37.6K	0.15%	117
2016 Q1	$342K	Buy	+4,560	New	+$343K	0.21%	116

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

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

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

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

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

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

BerganKDV Wealth Management's MDT Position: Q2 2023 in Review

BerganKDV Wealth Management increased its Medtronic (MDT) stake by 1.7% in Q2 2023, buying an estimated $147K and bringing the position to 102,534 shares worth $9.03M. The position accounts for 0.9% of the portfolio, ranked #24.

BerganKDV Wealth Management first reported a position in MDT in Q1 2016 and has held it in 30 quarters since. 2,056 funds tracked by Wall St. Rank hold MDT as of Q2 2023.

BerganKDV Wealth Management held 102,534 shares of Medtronic worth $9.03M as of Q2 2023.
BerganKDV Wealth Management bought 1,712 Medtronic shares in Q2 2023, an estimated $147K.
Medtronic made up 0.9% of BerganKDV Wealth Management's portfolio in Q2 2023, its #24 holding.
BerganKDV Wealth Management first reported a position in Medtronic in Q1 2016 and has held it in 30 quarters since.
2,056 funds tracked by Wall St. Rank held Medtronic as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.