CWMGP
MDT icon

Capstone Wealth Management Group (Pennsylvania)’s Medtronic MDT Stock Holding History

Capstone Wealth Management Group (Pennsylvania)’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
2024
Q2 		– Sell
-2,450
Closed -$214K – 72
2024
Q1 		$214K Buy
+2,450
New +$209K 0.15% 67

Other funds holding MDT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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 $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capstone Wealth Management Group (Pennsylvania)'s MDT Position: Q2 2024 in Review

Capstone Wealth Management Group (Pennsylvania) sold out of Medtronic (MDT) in Q2 2024, closing a stake of 2,450 shares — an estimated $214K sold.

Capstone Wealth Management Group (Pennsylvania) first reported a position in MDT in Q1 2024 and held it in 1 quarter. The position peaked at $214K in Q1 2024. 2,023 funds tracked by Wall St. Rank hold MDT as of Q2 2024.

  • Capstone Wealth Management Group (Pennsylvania) reported no remaining Medtronic position as of Q2 2024 after selling out during the quarter.
  • Capstone Wealth Management Group (Pennsylvania) sold 2,450 Medtronic shares in Q2 2024, an estimated $214K.
  • Capstone Wealth Management Group (Pennsylvania) first reported a position in Medtronic in Q1 2024 and held it in 1 quarter.
  • Capstone Wealth Management Group (Pennsylvania)'s Medtronic position peaked at $214K in Q1 2024.
  • 2,023 funds tracked by Wall St. Rank held Medtronic as of Q2 2024.

Based on Capstone Wealth Management Group (Pennsylvania)'s 13F filing for Q2 2024, filed 9 Aug 2024.