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Insight Wealth Partners’s Medtronic MDT Stock Holding History

Insight 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
2024
Q2 		– Sell
-2,732
Closed -$238K – 93
2024
Q1 		$238K Sell
2,732
-12
-0.4% -$1.02K 0.04% 81
2023
Q4 		$226K Buy
+2,744
New +$209K 0.04% 72

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
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

Insight Wealth Partners's MDT Position: Q2 2024 in Review

Insight Wealth Partners sold out of Medtronic (MDT) in Q2 2024, closing a stake of 2,732 shares — an estimated $238K sold.

Insight Wealth Partners first reported a position in MDT in Q4 2023 and held it in 2 quarters. The position peaked at $238K in Q1 2024. 2,023 funds tracked by Wall St. Rank hold MDT as of Q2 2024.

  • Insight Wealth Partners reported no remaining Medtronic position as of Q2 2024 after selling out during the quarter.
  • Insight Wealth Partners sold 2,732 Medtronic shares in Q2 2024, an estimated $238K.
  • Insight Wealth Partners first reported a position in Medtronic in Q4 2023 and held it in 2 quarters.
  • Insight Wealth Partners's Medtronic position peaked at $238K in Q1 2024.
  • 2,023 funds tracked by Wall St. Rank held Medtronic as of Q2 2024.

Based on Insight Wealth Partners's 13F filing for Q2 2024, filed 18 Jul 2024.