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J.W. Coons Advisors’s Medtronic MDT Stock Holding History

J.W. Coons Advisors’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
2025
Q2 		$209K Hold
2,401
– – 0.05% 235
2025
Q1 		$216K Buy
+2,401
New +$215K 0.06% 224
2024
Q4 		– Sell
-2,545
Closed -$229K – 243
2024
Q3 		$229K Hold
2,545
– – 0.06% 218
2024
Q2 		$200K Hold
2,545
– – 0.05% 234
2024
Q1 		$222K Hold
2,545
– – 0.05% 226
2023
Q4 		$210K Buy
+2,545
New +$194K 0.06% 233
2023
Q3 		– Sell
-2,645
Closed -$233K – 230
2023
Q2 		$233K Hold
2,645
– – 0.06% 221
2023
Q1 		$213K Sell
2,645
-100
-4% -$8.15K 0.06% 228
2022
Q4 		$213K Sell
2,745
-650
-19% -$52.7K 0.06% 218
2022
Q3 		$274K Sell
3,395
-300
-8% -$27K 0.1% 183
2022
Q2 		$330K Hold
3,695
– – 0.12% 176
2022
Q1 		$410K Sell
3,695
-290
-7% -$30.6K 0.12% 169
2021
Q4 		$410K Sell
3,985
-3,119
-44% -$361K 0.12% 166
2021
Q3 		$893K Sell
7,104
-1,905
-21% -$247K 0.31% 87
2021
Q2 		$1.11M Sell
9,009
-282
-3% -$35.4K 0.4% 74
2021
Q1 		$1.1M Sell
9,291
-19
-0.2% -$2.23K 0.39% 74
2020
Q4 		$1.09M Buy
9,310
+210
+2% +$23.1K 0.42% 65
2020
Q3 		$942K Sell
9,100
-515
-5% -$51.7K 0.39% 71
2020
Q2 		$883K Buy
9,615
+606
+7% +$58.1K 0.39% 71
2020
Q1 		$814K Buy
+9,009
New +$958K 0.43% 68

Other funds holding MDT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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 $1.47T AUM 27.86% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return