Coston McIsaac & Partners’s Medtronic MDT Stock Holding History

Coston McIsaac & Partners’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	$4.96M	Sell	57,298 -219	-0.4%	-$21K	1.12%	30
2025 Q4	$5.52M	Buy	57,517 +1,496	+3%	+$145K	1.28%	26
2025 Q3	$5.33M	Buy	56,021 +142	+0.3%	+$13.1K	1.27%	28
2025 Q2	$4.87M	Buy	55,879 +307	+0.6%	+$26K	1.26%	27
2025 Q1	$4.99M	Buy	55,572 +525	+1%	+$47K	1.46%	24
2024 Q4	$4.4M	Sell	55,047 -1,123	-2%	-$97.2K	1.3%	26
2024 Q3	$5.06K	Buy	56,170 +1,580	+3%	+$133K	1.43%	29
2024 Q2	$4.3M	Buy	54,590 +1,204	+2%	+$98.7K	1.35%	29
2024 Q1	$4.65M	Buy	53,386 +1,697	+3%	+$145K	1.49%	27
2023 Q4	$4.26M	Buy	51,689 +2,938	+6%	+$224K	1.48%	27
2023 Q3	$3.82M	Buy	48,751 +4,471	+10%	+$374K	1.45%	28
2023 Q2	$3.9M	Buy	44,280 +2,094	+5%	+$180K	1.34%	30
2023 Q1	$3.4M	Buy	42,186 +6,882	+19%	+$561K	1.27%	33
2022 Q4	$2.74K	Sell	35,304 -295	-0.8%	-$23.9K	1.07%	35
2022 Q3	$2.87M	Buy	35,599 +5,652	+19%	+$508K	1.31%	31
2022 Q2	$2.69M	Buy	+29,947	New	+$3.03M	1.62%	31

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