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Kolinsky Wealth Management’s Medtronic MDT Stock Holding History

Kolinsky Wealth Management’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
-2,497
Closed -$218K – 160
2024
Q1 		$218K Buy
+2,497
New +$213K 0.17% 133
2023
Q4 		– Sell
-4,442
Closed -$348K – 141
2023
Q3 		$348K Buy
4,442
+326
+8% +$27.3K 0.35% 69
2023
Q2 		$357K Buy
4,116
+549
+15% +$47.3K 0.34% 74
2023
Q1 		$288K Buy
3,567
+263
+8% +$21.4K 0.31% 84
2022
Q4 		$257K Buy
3,304
+243
+8% +$19.7K 0.29% 94
2022
Q3 		$247K Sell
3,061
-215
-7% -$19.3K 0.31% 88
2022
Q2 		$294K Buy
3,276
+123
+4% +$12.5K 0.35% 73
2022
Q1 		$350K Buy
3,153
+611
+24% +$64.6K 0.34% 61
2021
Q4 		$263K Buy
+2,542
New +$294K 0.24% 111

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 $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Kolinsky Wealth Management's MDT Position: Q2 2024 in Review

Kolinsky Wealth Management sold out of Medtronic (MDT) in Q2 2024, closing a stake of 2,497 shares — an estimated $218K sold.

Kolinsky Wealth Management first reported a position in MDT in Q4 2021 and held it in 9 quarters. The position peaked at $357K in Q2 2023. 2,029 funds tracked by Wall St. Rank hold MDT as of Q2 2024.

  • Kolinsky Wealth Management reported no remaining Medtronic position as of Q2 2024 after selling out during the quarter.
  • Kolinsky Wealth Management sold 2,497 Medtronic shares in Q2 2024, an estimated $218K.
  • Kolinsky Wealth Management first reported a position in Medtronic in Q4 2021 and held it in 9 quarters.
  • Kolinsky Wealth Management's Medtronic position peaked at $357K in Q2 2023.
  • 2,029 funds tracked by Wall St. Rank held Medtronic as of Q2 2024.

Based on Kolinsky Wealth Management's 13F filing for Q2 2024, filed 14 Aug 2024.