Delap Wealth Advisory’s Medtronic MDT Stock Holding History

Delap Wealth Advisory’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	–	Sell	-3,479	Closed	-$303K	–	223
2024 Q1	$303K	Buy	+3,479	New	+$297K	0.12%	151

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Delap Wealth Advisory's MDT Position: Q2 2024 in Review

Delap Wealth Advisory sold out of Medtronic (MDT) in Q2 2024, closing a stake of 3,479 shares — an estimated $303K sold.

Delap Wealth Advisory first reported a position in MDT in Q1 2024 and held it in 1 quarter. The position peaked at $303K in Q1 2024. 2,023 funds tracked by Wall St. Rank hold MDT as of Q2 2024.

Delap Wealth Advisory reported no remaining Medtronic position as of Q2 2024 after selling out during the quarter.
Delap Wealth Advisory sold 3,479 Medtronic shares in Q2 2024, an estimated $303K.
Delap Wealth Advisory first reported a position in Medtronic in Q1 2024 and held it in 1 quarter.
Delap Wealth Advisory's Medtronic position peaked at $303K in Q1 2024.
2,023 funds tracked by Wall St. Rank held Medtronic as of Q2 2024.

Based on Delap Wealth Advisory's 13F filing for Q2 2024, filed 13 Aug 2024.