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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

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

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return