Cassady Schiller Wealth Management’s Medtronic MDT Stock Holding History

Cassady Schiller 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
2024 Q4	$9.82K	Buy	123 +68	+124%	+$5.89K	﹤0.01%	346
2024 Q3	$4.95K	Hold	55	–	–	﹤0.01%	347
2024 Q2	$4.33K	Sell	55 -286	-84%	-$23.4K	﹤0.01%	356
2024 Q1	$29.7K	Hold	341	–	–	0.01%	249
2023 Q4	$28.1K	Hold	341	–	–	0.01%	250
2023 Q3	$26.7K	Hold	341	–	–	0.01%	250
2023 Q2	$30K	Hold	341	–	–	0.02%	249
2023 Q1	$27.5K	Sell	341 -136	-29%	-$11.1K	0.01%	247
2022 Q4	$37.1K	Buy	+477	New	+$38.7K	0.02%	218
2022 Q1	–	Sell	-516	Closed	-$53K	–	395
2021 Q4	$53K	Buy	+516	New	+$59.8K	0.03%	199

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

Cassady Schiller Wealth Management's MDT Position: Q4 2024 in Review

Cassady Schiller Wealth Management increased its Medtronic (MDT) stake by 124% in Q4 2024, buying an estimated $5.89K and bringing the position to 123 shares worth $9.82K. The position accounts for ﹤0.01% of the portfolio, ranked #346.

Cassady Schiller Wealth Management first reported a position in MDT in Q4 2021 and has held it in 10 quarters since. The position peaked at $53K in Q4 2021. 2,123 funds tracked by Wall St. Rank hold MDT as of Q4 2024.

Cassady Schiller Wealth Management held 123 shares of Medtronic worth $9.82K as of Q4 2024.
Cassady Schiller Wealth Management bought 68 Medtronic shares in Q4 2024, an estimated $5.89K.
Medtronic made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #346 holding.
Cassady Schiller Wealth Management first reported a position in Medtronic in Q4 2021 and has held it in 10 quarters since.
Cassady Schiller Wealth Management's Medtronic position peaked at $53K in Q4 2021.
2,123 funds tracked by Wall St. Rank held Medtronic as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.