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Heritage Oak Wealth Advisors’s Medtronic MDT Stock Holding History

Heritage Oak Wealth Advisors’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
-4,315
Closed -$388K – 139
2024
Q3 		$388K Sell
4,315
-1,247
-22% -$105K 0.18% 82
2024
Q2 		$438K Buy
+5,562
New +$456K 0.22% 63

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

Heritage Oak Wealth Advisors's MDT Position: Q4 2024 in Review

Heritage Oak Wealth Advisors sold out of Medtronic (MDT) in Q4 2024, closing a stake of 4,315 shares — an estimated $388K sold.

Heritage Oak Wealth Advisors first reported a position in MDT in Q2 2024 and held it in 2 quarters. The position peaked at $438K in Q2 2024. 2,123 funds tracked by Wall St. Rank hold MDT as of Q4 2024.

  • Heritage Oak Wealth Advisors reported no remaining Medtronic position as of Q4 2024 after selling out during the quarter.
  • Heritage Oak Wealth Advisors sold 4,315 Medtronic shares in Q4 2024, an estimated $388K.
  • Heritage Oak Wealth Advisors first reported a position in Medtronic in Q2 2024 and held it in 2 quarters.
  • Heritage Oak Wealth Advisors's Medtronic position peaked at $438K in Q2 2024.
  • 2,123 funds tracked by Wall St. Rank held Medtronic as of Q4 2024.

Based on Heritage Oak Wealth Advisors's 13F filing for Q4 2024, filed 5 Feb 2025.