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BOK Financial Private Wealth’s Medtronic MDT Stock Holding History

BOK Financial 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
2025
Q2 		– Sell
-534
Closed -$48.4K – 472
2025
Q1 		$48.4K Buy
534
+528
+8,800% +$47.2K ﹤0.01% 258
2024
Q4 		$484 Sell
6
-141
-96% -$12.2K ﹤0.01% 585
2024
Q3 		$13.3K Sell
147
-155
-51% -$13K ﹤0.01% 368
2024
Q2 		$23.8K Buy
302
+255
+543% +$20.9K ﹤0.01% 327
2024
Q1 		$4.13K Sell
47
-470
-91% -$40.1K ﹤0.01% 409
2023
Q4 		$42.6K Sell
517
-574
-53% -$43.7K ﹤0.01% 262
2023
Q3 		$86.2K Hold
1,091
– – 0.01% 195
2023
Q2 		$96.9K Buy
1,091
+126
+13% +$10.8K 0.01% 194
2023
Q1 		$78.4K Buy
965
+344
+55% +$28K 0.01% 215
2022
Q4 		$48.7K Hold
621
– – ﹤0.01% 237
2022
Q3 		$51K Sell
621
-374
-38% -$33.6K ﹤0.01% 245
2022
Q2 		$89K Sell
995
-5,163
-84% -$523K 0.01% 210
2022
Q1 		$683K Buy
6,158
+2,713
+79% +$287K 0.05% 154
2021
Q4 		$356K Sell
3,445
-1,269
-27% -$147K 0.02% 204
2021
Q3 		$591K Buy
4,714
+745
+19% +$96.4K 0.05% 139
2021
Q2 		$493K Buy
3,969
+756
+24% +$94.9K 0.04% 141
2021
Q1 		$380K Buy
+3,213
New +$377K 0.03% 140

Other funds holding MDT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return