ICA Group Wealth Management’s Medtronic MDT Stock Holding History

ICA Group 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 Q2	$26.1K	Sell	331 -137	-29%	-$11.2K	0.02%	322
2024 Q1	$40.8K	Sell	468 -195	-29%	-$16.6K	0.01%	604
2023 Q4	$54.6K	Buy	+663	New	+$50.5K	0.01%	496
2023 Q3	–	Sell	-1,199	Closed	-$106K	–	792
2023 Q2	$106K	Sell	1,199 -3,759	-76%	-$324K	0.03%	324
2023 Q1	$400K	Buy	4,958 +43	+0.9%	+$3.5K	0.1%	171
2022 Q4	$385K	Sell	4,915 -8,713	-64%	-$706K	0.09%	183
2022 Q3	$1.1M	Buy	13,628 +523	+4%	+$47K	0.23%	104
2022 Q2	$1.25M	Sell	13,105 -201	-2%	-$20.4K	0.23%	102
2022 Q1	$1.27M	Buy	+13,306	New	+$1.41M	0.24%	100

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

ICA Group Wealth Management's MDT Position: Q2 2024 in Review

ICA Group Wealth Management reduced its Medtronic (MDT) stake by 29% in Q2 2024, selling an estimated $11.2K and leaving 331 shares worth $26.1K. The position accounts for 0.02% of the portfolio, ranked #322.

ICA Group Wealth Management first reported a position in MDT in Q1 2022 and has held it in 9 quarters since. The position peaked at $1.27M in Q1 2022. 2,029 funds tracked by Wall St. Rank hold MDT as of Q2 2024.

ICA Group Wealth Management held 331 shares of Medtronic worth $26.1K as of Q2 2024.
ICA Group Wealth Management sold 137 Medtronic shares in Q2 2024, an estimated $11.2K.
Medtronic made up 0.02% of ICA Group Wealth Management's portfolio in Q2 2024, its #322 holding.
ICA Group Wealth Management first reported a position in Medtronic in Q1 2022 and has held it in 9 quarters since.
ICA Group Wealth Management's Medtronic position peaked at $1.27M in Q1 2022.
2,029 funds tracked by Wall St. Rank held Medtronic as of Q2 2024.

Based on ICA Group Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.