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Dorchester Wealth Management’s Medtronic MDT Stock Holding History

Dorchester 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
-6,072
Closed -$547K – 159
2024
Q3 		$547K Buy
6,072
+175
+3% +$14.7K 0.1% 92
2024
Q2 		$464K Buy
5,897
+242
+4% +$19.8K 0.09% 100
2024
Q1 		$493K Buy
5,655
+850
+18% +$72.5K 0.09% 110
2023
Q4 		$396K Buy
4,805
+152
+3% +$11.6K 0.07% 113
2023
Q3 		$365K Buy
4,653
+150
+3% +$12.6K 0.07% 115
2023
Q2 		$397K Buy
4,503
+1,220
+37% +$105K 0.08% 108
2023
Q1 		$265K Buy
3,283
+164
+5% +$13.4K 0.05% 131
2022
Q4 		$242K Buy
3,119
+215
+7% +$17.4K 0.06% 129
2022
Q3 		$234K Hold
2,904
– – 0.05% 134
2022
Q2 		$261K Buy
2,904
+990
+52% +$100K 0.05% 131
2022
Q1 		$265K Buy
+1,914
New +$202K 0.04% 139
2021
Q4 		– Sell
-1,841
Closed -$231K – 155
2021
Q3 		$231K Sell
1,841
-507
-22% -$65.6K 0.06% 131
2021
Q2 		$291K Buy
2,348
+18
+0.8% +$2.26K 0.07% 130
2021
Q1 		$275K Buy
2,330
+463
+25% +$54.3K 0.07% 124
2020
Q4 		$219K Buy
+1,867
New +$206K 0.06% 132
2020
Q1 		– Sell
-2,162
Closed -$245K – 127
2019
Q4 		$245K Buy
2,162
+114
+6% +$12.5K 0.07% 110
2019
Q3 		$222K Buy
+2,048
New +$214K 0.07% 114

Other funds holding MDT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Dorchester Wealth Management sold out of Medtronic (MDT) in Q4 2024, closing a stake of 6,072 shares — an estimated $547K sold.

Dorchester Wealth Management first reported a position in MDT in Q3 2019 and held it in 17 quarters. The position peaked at $547K in Q3 2024. 2,123 funds tracked by Wall St. Rank hold MDT as of Q4 2024.

  • Dorchester Wealth Management reported no remaining Medtronic position as of Q4 2024 after selling out during the quarter.
  • Dorchester Wealth Management sold 6,072 Medtronic shares in Q4 2024, an estimated $547K.
  • Dorchester Wealth Management first reported a position in Medtronic in Q3 2019 and held it in 17 quarters.
  • Dorchester Wealth Management's Medtronic position peaked at $547K in Q3 2024.
  • 2,123 funds tracked by Wall St. Rank held Medtronic as of Q4 2024.

Based on Dorchester Wealth Management's 13F filing for Q4 2024, filed 4 Feb 2025.