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Focused Wealth Management’s Medtronic MDT Stock Holding History

Focused 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
-5,600
Closed -$504K – 224
2024
Q3 		$504K Buy
+5,600
New +$471K 0.07% 106
2021
Q3 		– Sell
-4,600
Closed -$13K – 1062
2021
Q2 		$13K Buy
+4,600
New +$578K ﹤0.01% 573
2020
Q4 		– Sell
-5,000
Closed -$14K – 868
2020
Q3 		$14K Buy
+5,000
New +$502K ﹤0.01% 469
2019
Q2 		– Sell
-12,600
Closed -$21K – 779
2019
Q1 		$21K Buy
+12,600
New +$1.13M 0.01% 368

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

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

Focused Wealth Management sold out of Medtronic (MDT) in Q4 2024, closing a stake of 976 shares — an estimated $87.8K sold.

Focused Wealth Management first reported a position in MDT in Q3 2013 and held it in 35 quarters. The position peaked at $170K in Q3 2020. 2,123 funds tracked by Wall St. Rank hold MDT as of Q4 2024.

  • Focused Wealth Management reported no remaining Medtronic position as of Q4 2024 after selling out during the quarter.
  • Focused Wealth Management sold 976 Medtronic shares in Q4 2024, an estimated $87.8K.
  • Focused Wealth Management first reported a position in Medtronic in Q3 2013 and held it in 35 quarters.
  • Focused Wealth Management's Medtronic position peaked at $170K in Q3 2020.
  • 2,123 funds tracked by Wall St. Rank held Medtronic as of Q4 2024.

Based on Focused Wealth Management's 13F filing for Q4 2024, filed 28 Jan 2025.