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GSB Wealth Management’s Medtronic MDT Stock Holding History

GSB 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
-2,600
Closed -$234K – 227
2024
Q3 		$234K Sell
2,600
-4,458
-63% -$375K 0.06% 202
2024
Q2 		$555K Buy
7,058
+27
+0.4% +$2.21K 0.15% 136
2024
Q1 		$613K Sell
7,031
-480
-6% -$41K 0.17% 128
2023
Q4 		$619K Buy
7,511
+1,052
+16% +$80.2K 0.19% 121
2023
Q3 		$506K Sell
6,459
-3,331
-34% -$279K 0.17% 131
2023
Q2 		$862K Buy
9,790
+598
+7% +$51.5K 0.28% 108
2023
Q1 		$741K Sell
9,192
-132
-1% -$10.8K 0.24% 120
2022
Q4 		$725K Sell
9,324
-490
-5% -$39.7K 0.26% 115
2022
Q3 		$793K Buy
9,814
+44
+0.5% +$3.95K 0.29% 118
2022
Q2 		$877K Buy
9,770
+12
+0.1% +$1.22K 0.3% 111
2022
Q1 		$1.08M Sell
9,758
-233
-2% -$24.6K 0.32% 106
2021
Q4 		$1.03M Buy
+9,991
New +$1.16M 0.3% 108
2021
Q3 		– Sell
-10,155
Closed -$1.26M – 189
2021
Q2 		$1.26M Buy
10,155
+27
+0.3% +$3.39K 0.39% 85
2021
Q1 		$1.2M Buy
+10,128
New +$1.19M 0.4% 83

Other funds holding MDT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

GSB Wealth Management sold out of Medtronic (MDT) in Q4 2024, closing a stake of 2,600 shares — an estimated $234K sold.

GSB Wealth Management first reported a position in MDT in Q1 2021 and held it in 14 quarters. The position peaked at $1.26M in Q2 2021. 2,130 funds tracked by Wall St. Rank hold MDT as of Q4 2024.

  • GSB Wealth Management reported no remaining Medtronic position as of Q4 2024 after selling out during the quarter.
  • GSB Wealth Management sold 2,600 Medtronic shares in Q4 2024, an estimated $234K.
  • GSB Wealth Management first reported a position in Medtronic in Q1 2021 and held it in 14 quarters.
  • GSB Wealth Management's Medtronic position peaked at $1.26M in Q2 2021.
  • 2,130 funds tracked by Wall St. Rank held Medtronic as of Q4 2024.

Based on GSB Wealth Management's 13F filing for Q4 2024, filed 21 Jan 2025.