BHPW
MDT icon

Beverly Hills Private Wealth’s Medtronic MDT Stock Holding History

Beverly Hills Private Wealth’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 		$392K Sell
4,526
-27
-0.6% -$2.59K 0.07% 224
2025
Q4 		$437K Sell
4,553
-61
-1% -$5.92K 0.07% 197
2025
Q3 		$439K Sell
4,614
-169
-4% -$15.5K 0.08% 203
2025
Q2 		$417K Sell
4,783
-613
-11% -$52K 0.08% 207
2025
Q1 		$485K Buy
5,396
+72
+1% +$6.44K 0.1% 179
2024
Q4 		$425K Sell
5,324
-225
-4% -$19.5K 0.09% 193
2024
Q3 		$500K Sell
5,549
-1,093
-16% -$91.9K 0.1% 186
2024
Q2 		$523K Sell
6,642
-1,083
-14% -$88.8K 0.11% 179
2024
Q1 		$673K Buy
7,725
+884
+13% +$75.4K 0.16% 146
2023
Q4 		$564K Sell
6,841
-3,029
-31% -$231K 0.15% 149
2023
Q3 		$773K Sell
9,870
-9,466
-49% -$792K 0.23% 100
2023
Q2 		$1.63M Buy
19,336
+8,969
+87% +$772K 0.27% 87
2023
Q1 		$836K Buy
10,367
+1,563
+18% +$127K 0.26% 95
2022
Q4 		$684K Buy
+8,804
New +$714K 0.3% 84

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