Cerro Pacific Wealth Advisors’s Medtronic MDT Stock Holding History

Cerro Pacific Wealth Advisors’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	$879K	Sell	10,142 -162	-2%	-$15.5K	0.23%	73
2025 Q4	$990K	Sell	10,304 -464	-4%	-$45.1K	0.27%	69
2025 Q3	$1.03M	Sell	10,768 -1,870	-15%	-$172K	0.28%	68
2025 Q2	$1.1M	Buy	12,638 +4,406	+54%	+$374K	0.31%	65
2025 Q1	$658K	Sell	8,232 -193	-2%	-$17.3K	0.21%	88
2024 Q4	$759K	Buy	8,425 +2,708	+47%	+$234K	0.25%	78
2024 Q3	$450K	Hold	5,717	–	–	0.17%	103
2024 Q2	$450K	Buy	+5,717	New	+$469K	0.17%	104
2023 Q1	$632K	Buy	7,844 +1,778	+29%	+$145K	0.35%	73
2022 Q4	$471K	Buy	6,066 +221	+4%	+$17.9K	0.25%	93
2022 Q3	$472K	Buy	5,845 +105	+2%	+$9.44K	0.29%	88
2022 Q2	$515K	Sell	5,740 -681	-11%	-$69K	0.32%	87
2022 Q1	$712K	Sell	6,421 -105	-2%	-$11.1K	0.44%	73
2021 Q4	$675K	Sell	6,526 -696	-10%	-$80.6K	0.43%	72
2021 Q3	$905K	Sell	7,222 -2,121	-23%	-$275K	0.65%	34
2021 Q2	$1.16M	Buy	+9,343	New	+$1.17M	0.86%	31
2020 Q4	$1.47M	Buy	+12,543	New	+$1.38M	0.88%	30

Other funds holding MDT

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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