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Endurance Wealth Management’s Medtronic MDT Stock Holding History

Endurance 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
2023
Q2 		$234K Hold
2,661
– – 0.03% 179
2023
Q1 		$215K Hold
2,661
– – 0.03% 187
2022
Q4 		$207K Sell
2,661
-15
-0.6% -$1.22K 0.03% 182
2022
Q3 		$216K Buy
2,676
+1,200
+81% +$108K 0.04% 175
2022
Q2 		$132K Sell
1,476
-334
-18% -$33.8K 0.02% 228
2022
Q1 		$201K Sell
1,810
-200
-10% -$21.1K 0.03% 201
2021
Q4 		$208K Hold
2,010
– – 0.02% 213
2021
Q3 		$252K Hold
2,010
– – 0.03% 200
2021
Q2 		$249K Sell
2,010
-16
-0.8% -$2.01K 0.03% 202
2021
Q1 		$239K Buy
2,026
+34
+2% +$3.98K 0.03% 202
2020
Q4 		$233K Sell
1,992
-94
-5% -$10.3K 0.03% 191
2020
Q3 		$217K Hold
2,086
– – 0.03% 181
2020
Q2 		$191K Hold
2,086
– – 0.03% 185
2020
Q1 		$188K Buy
2,086
+125
+6% +$13.3K 0.04% 177
2019
Q4 		$222K Buy
1,961
+215
+12% +$23.6K 0.03% 176
2019
Q3 		$190K Buy
1,746
+250
+17% +$26.1K 0.03% 178
2019
Q2 		$146K Hold
1,496
– – 0.02% 194
2019
Q1 		$136K Hold
1,496
– – 0.02% 194
2018
Q4 		$136K Buy
1,496
+47
+3% +$4.39K 0.03% 189
2018
Q3 		$143K Sell
1,449
-49
-3% -$4.53K 0.02% 193
2018
Q2 		$128K Sell
1,498
-400
-21% -$33.4K 0.02% 202
2018
Q1 		$152K Hold
1,898
– – 0.03% 200
2017
Q4 		$153K Hold
1,898
– – 0.02% 194
2017
Q3 		$148K Buy
1,898
+50
+3% +$4.15K 0.02% 192
2017
Q2 		$164K Hold
1,848
– – 0.03% 184
2017
Q1 		$149K Sell
1,848
-147
-7% -$11.5K 0.03% 188
2016
Q4 		$142K Hold
1,995
– – 0.03% 193
2016
Q3 		$172K Hold
1,995
– – 0.03% 180
2016
Q2 		$173K Sell
1,995
-300
-13% -$24.3K 0.03% 169
2016
Q1 		$173 Hold
2,295
– – 0.02% 169
2015
Q4 		$176K Sell
2,295
-273
-11% -$20.6K 0.03% 174
2015
Q3 		$188K Hold
2,568
– – 0.03% 170
2015
Q2 		$190K Buy
+2,568
New +$196K 0.03% 165

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Endurance Wealth Management's MDT Position: Q2 2023 in Review

Endurance Wealth Management held its Medtronic (MDT) position steady in Q2 2023 at 2,661 shares worth $234K. The position accounts for 0.03% of the portfolio, ranked #179.

Endurance Wealth Management first reported a position in MDT in Q2 2015 and has held it in 33 quarters since. The position peaked at $252K in Q3 2021. 2,057 funds tracked by Wall St. Rank hold MDT as of Q2 2023.

  • Endurance Wealth Management held 2,661 shares of Medtronic worth $234K as of Q2 2023.
  • Endurance Wealth Management left its Medtronic share count unchanged in Q2 2023.
  • Medtronic made up 0.03% of Endurance Wealth Management's portfolio in Q2 2023, its #179 holding.
  • Endurance Wealth Management first reported a position in Medtronic in Q2 2015 and has held it in 33 quarters since.
  • Endurance Wealth Management's Medtronic position peaked at $252K in Q3 2021.
  • 2,057 funds tracked by Wall St. Rank held Medtronic as of Q2 2023.

Based on Endurance Wealth Management's 13F filing for Q2 2023, filed 9 Aug 2023.