IWS
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Insight Wealth Strategies’s Medtronic MDT Stock Holding History

Insight Wealth Strategies’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
Q1 		– Sell
-20,295
Closed -$1.67M – 176
2023
Q4 		$1.67M Buy
20,295
+1,704
+9% +$130K 0.27% 92
2023
Q3 		$1.46M Buy
18,591
+1,972
+12% +$165K 0.28% 79
2023
Q2 		$1.46M Buy
16,619
+452
+3% +$38.9K 0.28% 71
2023
Q1 		$1.3M Buy
16,167
+1,700
+12% +$139K 0.26% 75
2022
Q4 		$1.12M Buy
14,467
+712
+5% +$57.7K 0.22% 83
2022
Q3 		$1.24M Hold
13,755
– – 0.23% 82
2022
Q2 		$1.24M Buy
+13,755
New +$1.39M 0.23% 82
2019
Q1 		– Sell
-4,642
Closed -$422K – 145
2018
Q4 		$422K Buy
+4,642
New +$434K 0.13% 96

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return