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 $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return