GWAG
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Garrett Wealth Advisory Group’s Medtronic MDT Stock Holding History

Garrett Wealth Advisory Group’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
2026
Q1 		$425K Buy
4,903
+459
+10% +$44K 0.08% 84
2025
Q4 		$427K Sell
4,444
-206
-4% -$20K 0.08% 79
2025
Q3 		$443K Buy
4,650
+1
+0% +$92 0.09% 72
2025
Q2 		$405K Buy
4,649
+2
+0% +$170 0.09% 73
2025
Q1 		$418K Buy
4,647
+144
+3% +$12.9K 0.09% 68
2024
Q4 		$360K Sell
4,503
-38
-0.8% -$3.29K 0.08% 72
2024
Q3 		$409K Buy
4,541
+2
+0% +$168 0.1% 63
2024
Q2 		$357K Buy
4,539
+139
+3% +$11.4K 0.13% 60
2024
Q1 		$384K Buy
4,400
+1
+0% +$85 0.16% 45
2023
Q4 		$362K Sell
4,399
-71
-2% -$5.41K 0.15% 39
2023
Q3 		$350K Buy
+4,470
New +$374K 0.16% 40
2019
Q4 		– Sell
-204
Closed -$22.2K – 406
2019
Q3 		$22.2K Buy
+204
New +$21.3K 0.02% 198

Other funds holding MDT

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T 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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return