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Eads & Heald Wealth Management’s Medtronic MDT Stock Holding History

Eads & Heald 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
-3,306
Closed -$298K – 140
2024
Q3 		$298K Sell
3,306
-640
-16% -$53.8K 0.14% 124
2024
Q2 		$311K Sell
3,946
-1,352
-26% -$111K 0.15% 120
2024
Q1 		$462K Sell
5,298
-1,188
-18% -$101K 0.22% 115
2023
Q4 		$534K Sell
6,486
-150
-2% -$11.4K 0.26% 110
2023
Q3 		$520K Sell
6,636
-75
-1% -$6.28K 0.27% 107
2023
Q2 		$591K Sell
6,711
-439
-6% -$37.8K 0.29% 102
2023
Q1 		$576K Sell
7,150
-863
-11% -$70.3K 0.29% 107
2022
Q4 		$623K Sell
8,013
-1,770
-18% -$143K 0.32% 101
2022
Q3 		$790K Buy
9,783
+77
+0.8% +$6.92K 0.45% 91
2022
Q2 		$871K Buy
9,706
+10
+0.1% +$1.01K 0.47% 88
2022
Q1 		$1.08M Sell
9,696
-220
-2% -$23.2K 0.5% 88
2021
Q4 		$1.03M Buy
9,916
+235
+2% +$27.2K 0.45% 90
2021
Q3 		$1.21M Buy
9,681
+35
+0.4% +$4.53K 0.59% 84
2021
Q2 		$1.2M Sell
9,646
-140
-1% -$17.6K 0.58% 82
2021
Q1 		$1.16M Buy
9,786
+96
+1% +$11.3K 0.59% 80
2020
Q4 		$1.14M Buy
9,690
+40
+0.4% +$4.4K 0.61% 76
2020
Q3 		$1M Sell
9,650
-1,446
-13% -$145K 0.6% 75
2020
Q2 		$1.02M Sell
11,096
-33
-0.3% -$3.16K 0.62% 74
2020
Q1 		$1M Buy
11,129
+7,285
+190% +$775K 0.71% 66
2019
Q4 		$436K Buy
3,844
+9
+0.2% +$988 0.23% 113
2019
Q3 		$417K Sell
3,835
-295
-7% -$30.8K 0.23% 109
2019
Q2 		$402K Sell
4,130
-80
-2% -$7.3K 0.23% 112
2019
Q1 		$383K Hold
4,210
– – 0.22% 112
2018
Q4 		$383K Hold
4,210
– – 0.26% 110
2018
Q3 		$414K Sell
4,210
-235
-5% -$21.7K 0.24% 110
2018
Q2 		$381K Buy
4,445
+920
+26% +$76.8K 0.23% 111
2018
Q1 		$283K Buy
+3,525
New +$291K 0.18% 117

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

Eads & Heald Wealth Management's MDT Position: Q4 2024 in Review

Eads & Heald Wealth Management sold out of Medtronic (MDT) in Q4 2024, closing a stake of 3,306 shares — an estimated $298K sold.

Eads & Heald Wealth Management first reported a position in MDT in Q1 2018 and held it in 27 quarters. The position peaked at $1.21M in Q3 2021. 2,123 funds tracked by Wall St. Rank hold MDT as of Q4 2024.

  • Eads & Heald Wealth Management reported no remaining Medtronic position as of Q4 2024 after selling out during the quarter.
  • Eads & Heald Wealth Management sold 3,306 Medtronic shares in Q4 2024, an estimated $298K.
  • Eads & Heald Wealth Management first reported a position in Medtronic in Q1 2018 and held it in 27 quarters.
  • Eads & Heald Wealth Management's Medtronic position peaked at $1.21M in Q3 2021.
  • 2,123 funds tracked by Wall St. Rank held Medtronic as of Q4 2024.

Based on Eads & Heald Wealth Management's 13F filing for Q4 2024, filed 17 Jan 2025.