Heritage Wealth Management (Arizona)’s Medtronic MDT Stock Holding History

Heritage Wealth Management (Arizona)’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 Q2	$629K	Sell	7,989 -766	-9%	-$62.8K	0.35%	68
2024 Q1	$763K	Sell	8,755 -228	-3%	-$19.5K	0.39%	58
2023 Q4	$740K	Buy	+8,983	New	+$685K	0.4%	61
2022 Q4	$1.3M	Buy	16,756 +9,662	+136%	+$783K	0.19%	88
2022 Q3	$573K	Sell	7,094 -596	-8%	-$53.6K	0.18%	91
2022 Q2	$690K	Buy	7,690 +955	+14%	+$96.8K	0.23%	76
2022 Q1	$747K	Buy	+6,735	New	+$712K	0.2%	82
2021 Q3	$395K	Buy	3,148 +487	+18%	+$63K	0.14%	112
2021 Q2	$330K	Buy	2,661 +1,153	+76%	+$145K	0.13%	134
2021 Q1	$178K	Buy	+1,508	New	+$177K	0.1%	179

Other funds holding MDT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s MDT Position: Q2 2024 in Review

Heritage Wealth Management (Arizona) reduced its Medtronic (MDT) stake by 8.7% in Q2 2024, selling an estimated $62.8K and leaving 7,989 shares worth $629K. The position accounts for 0.35% of the portfolio, ranked #68.

Heritage Wealth Management (Arizona) first reported a position in MDT in Q1 2021 and has held it in 10 quarters since. The position peaked at $1.3M in Q4 2022. 2,029 funds tracked by Wall St. Rank hold MDT as of Q2 2024.

Heritage Wealth Management (Arizona) held 7,989 shares of Medtronic worth $629K as of Q2 2024.
Heritage Wealth Management (Arizona) sold 766 Medtronic shares in Q2 2024, an estimated $62.8K.
Medtronic made up 0.35% of Heritage Wealth Management (Arizona)'s portfolio in Q2 2024, its #68 holding.
Heritage Wealth Management (Arizona) first reported a position in Medtronic in Q1 2021 and has held it in 10 quarters since.
Heritage Wealth Management (Arizona)'s Medtronic position peaked at $1.3M in Q4 2022.
2,029 funds tracked by Wall St. Rank held Medtronic as of Q2 2024.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q2 2024, filed 30 Jul 2024.