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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 $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Insight Wealth Strategies's MDT Position: Q1 2024 in Review

Insight Wealth Strategies sold out of Medtronic (MDT) in Q1 2024, closing a stake of 20,295 shares — an estimated $1.67M sold.

Insight Wealth Strategies first reported a position in MDT in Q4 2018 and held it in 8 quarters. The position peaked at $1.67M in Q4 2023. 2,081 funds tracked by Wall St. Rank hold MDT as of Q1 2024.

  • Insight Wealth Strategies reported no remaining Medtronic position as of Q1 2024 after selling out during the quarter.
  • Insight Wealth Strategies sold 20,295 Medtronic shares in Q1 2024, an estimated $1.67M.
  • Insight Wealth Strategies first reported a position in Medtronic in Q4 2018 and held it in 8 quarters.
  • Insight Wealth Strategies's Medtronic position peaked at $1.67M in Q4 2023.
  • 2,081 funds tracked by Wall St. Rank held Medtronic as of Q1 2024.

Based on Insight Wealth Strategies's 13F filing for Q1 2024, filed 5 Apr 2024.