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Custom Portfolio Group’s Medtronic MDT Stock Holding History

Custom Portfolio Group’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 		$82.8K Buy
1,043
+11
+1% +$902 0.07% 82
2024
Q1 		$90.7K Hold
1,032
– – 0.07% 76
2023
Q4 		$85.7K Buy
+1,032
New +$78.7K 0.08% 69

Other funds holding MDT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Custom Portfolio Group's MDT Position: Q2 2024 in Review

Custom Portfolio Group increased its Medtronic (MDT) stake by 1.1% in Q2 2024, buying an estimated $902 and bringing the position to 1,043 shares worth $82.8K. The position accounts for 0.07% of the portfolio, ranked #82.

Custom Portfolio Group first reported a position in MDT in Q4 2023 and has held it in 3 quarters since. The position peaked at $90.7K in Q1 2024. 2,029 funds tracked by Wall St. Rank hold MDT as of Q2 2024.

  • Custom Portfolio Group held 1,043 shares of Medtronic worth $82.8K as of Q2 2024.
  • Custom Portfolio Group bought 11 Medtronic shares in Q2 2024, an estimated $902.
  • Medtronic made up 0.07% of Custom Portfolio Group's portfolio in Q2 2024, its #82 holding.
  • Custom Portfolio Group first reported a position in Medtronic in Q4 2023 and has held it in 3 quarters since.
  • Custom Portfolio Group's Medtronic position peaked at $90.7K in Q1 2024.
  • 2,029 funds tracked by Wall St. Rank held Medtronic as of Q2 2024.

Based on Custom Portfolio Group's 13F filing for Q2 2024, filed 27 Aug 2024.