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Kiely Wealth Advisory Group’s Medtronic MDT Stock Holding History

Kiely Wealth Advisory Group’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
Q4 		$18.2K Hold
200
– – 0.01% 166
2024
Q3 		$17.8K Hold
200
– – 0.01% 168
2024
Q2 		$16.4K Hold
200
– – 0.01% 157
2024
Q1 		$16.1K Hold
200
– – 0.01% 147
2023
Q4 		$17.2K Buy
+200
New +$15.2K 0.01% 144

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
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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Kiely Wealth Advisory Group's MDT Position: Q4 2024 in Review

Kiely Wealth Advisory Group held its Medtronic (MDT) position steady in Q4 2024 at 200 shares worth $18.2K. The position accounts for 0.01% of the portfolio, ranked #166.

Kiely Wealth Advisory Group first reported a position in MDT in Q4 2023 and has held it in 5 quarters since. 2,123 funds tracked by Wall St. Rank hold MDT as of Q4 2024.

  • Kiely Wealth Advisory Group held 200 shares of Medtronic worth $18.2K as of Q4 2024.
  • Kiely Wealth Advisory Group left its Medtronic share count unchanged in Q4 2024.
  • Medtronic made up 0.01% of Kiely Wealth Advisory Group's portfolio in Q4 2024, its #166 holding.
  • Kiely Wealth Advisory Group first reported a position in Medtronic in Q4 2023 and has held it in 5 quarters since.
  • 2,123 funds tracked by Wall St. Rank held Medtronic as of Q4 2024.

Based on Kiely Wealth Advisory Group's 13F filing for Q4 2024, filed 12 Feb 2025.