Connecticut Wealth Management’s Medtronic MDT Stock Holding History

Connecticut 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	–	Sell	-2,341	Closed	-$211K	–	288
2024 Q3	$211K	Sell	2,341 -230	-9%	-$19.3K	0.01%	312
2024 Q2	$202K	Sell	2,571 -2,211	-46%	-$181K	0.01%	313
2024 Q1	$417K	Buy	4,782 +32	+0.7%	+$2.73K	0.02%	235
2023 Q4	$391K	Buy	4,750 +937	+25%	+$71.4K	0.02%	234
2023 Q3	$299K	Buy	3,813 +1,305	+52%	+$109K	0.02%	229
2023 Q2	$221K	Buy	+2,508	New	+$216K	0.02%	240
2022 Q2	–	Sell	-2,038	Closed	-$226K	–	196
2022 Q1	$226K	Sell	2,038 -40	-2%	-$4.23K	0.02%	177
2021 Q4	$215K	Buy	+2,078	New	+$241K	0.02%	188

Other funds holding MDT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Connecticut Wealth Management's MDT Position: Q4 2024 in Review

Connecticut Wealth Management sold out of Medtronic (MDT) in Q4 2024, closing a stake of 2,341 shares — an estimated $211K sold.

Connecticut Wealth Management first reported a position in MDT in Q4 2021 and held it in 8 quarters. The position peaked at $417K in Q1 2024. 2,130 funds tracked by Wall St. Rank hold MDT as of Q4 2024.

Connecticut Wealth Management reported no remaining Medtronic position as of Q4 2024 after selling out during the quarter.
Connecticut Wealth Management sold 2,341 Medtronic shares in Q4 2024, an estimated $211K.
Connecticut Wealth Management first reported a position in Medtronic in Q4 2021 and held it in 8 quarters.
Connecticut Wealth Management's Medtronic position peaked at $417K in Q1 2024.
2,130 funds tracked by Wall St. Rank held Medtronic as of Q4 2024.

Based on Connecticut Wealth Management's 13F filing for Q4 2024, filed 18 Feb 2025.