IWP
MDT icon

Icon Wealth Partners’s Medtronic MDT Stock Holding History

Icon Wealth Partners’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
2023
Q3 		$594K Sell
7,586
-10,919
-59% -$914K 0.07% 160
2023
Q2 		$1.63M Sell
18,505
-9,539
-34% -$821K 0.17% 105
2023
Q1 		$2.26M Buy
+28,044
New +$2.29M 0.25% 87
2022
Q2 		$3.64M Sell
40,521
-1,725
-4% -$175K 0.44% 59
2022
Q1 		$4.69M Buy
42,246
+383
+0.9% +$40.5K 0.47% 55
2021
Q4 		$4.33M Buy
41,863
+7,679
+22% +$889K 0.43% 60
2021
Q3 		$4.29M Buy
34,184
+4,129
+14% +$534K 0.45% 56
2021
Q2 		$3.73M Buy
30,055
+2,228
+8% +$280K 0.4% 69
2021
Q1 		$3.29M Buy
27,827
+2,659
+11% +$312K 0.41% 69
2020
Q4 		$2.95M Buy
25,168
+3,038
+14% +$334K 0.47% 56
2020
Q3 		$2.3M Buy
22,130
+19,759
+833% +$1.98M 0.44% 61
2020
Q2 		$217K Buy
+2,371
New +$227K 0.05% 228
2020
Q1 		– Sell
-2,169
Closed -$246K – 174
2019
Q4 		$246K Buy
2,169
+95
+5% +$10.4K 0.08% 146
2019
Q3 		$225K Buy
+2,074
New +$216K 0.08% 141
2019
Q2 		– Sell
-2,897
Closed -$264K – 529
2019
Q1 		$264K Buy
2,897
+91
+3% +$8.14K 0.1% 125
2018
Q4 		$255K Buy
2,806
+274
+11% +$25.6K 0.12% 121
2018
Q3 		$249K Buy
2,532
+504
+25% +$46.6K 0.1% 149
2018
Q2 		$174K Sell
2,028
-344
-15% -$28.7K 0.07% 173
2018
Q1 		$191K Sell
2,372
-1,096
-32% -$90.4K 0.1% 165
2017
Q4 		$280K Buy
+3,468
New +$278K 0.14% 140

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Icon Wealth Partners's MDT Position: Q3 2023 in Review

Icon Wealth Partners reduced its Medtronic (MDT) stake by 59% in Q3 2023, selling an estimated $914K and leaving 7,586 shares worth $594K. The position accounts for 0.07% of the portfolio, ranked #160.

Icon Wealth Partners first reported a position in MDT in Q4 2017 and has held it in 20 quarters since. The position peaked at $4.69M in Q1 2022. 1,970 funds tracked by Wall St. Rank hold MDT as of Q3 2023.

  • Icon Wealth Partners held 7,586 shares of Medtronic worth $594K as of Q3 2023.
  • Icon Wealth Partners sold 10,919 Medtronic shares in Q3 2023, an estimated $914K.
  • Medtronic made up 0.07% of Icon Wealth Partners's portfolio in Q3 2023, its #160 holding.
  • Icon Wealth Partners first reported a position in Medtronic in Q4 2017 and has held it in 20 quarters since.
  • Icon Wealth Partners's Medtronic position peaked at $4.69M in Q1 2022.
  • 1,970 funds tracked by Wall St. Rank held Medtronic as of Q3 2023.

Based on Icon Wealth Partners's 13F filing for Q3 2023, filed 14 Nov 2023.