MWM
MDT icon

Marietta Wealth Management’s Medtronic MDT Stock Holding History

Marietta 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
2022
Q2 		– Sell
-2,699
Closed -$299K – 113
2022
Q1 		$299K Sell
2,699
-30,987
-92% -$3.27M 0.06% 101
2021
Q4 		$3.48M Buy
33,686
+1,520
+5% +$176K 0.7% 60
2021
Q3 		$4.03M Buy
32,166
+1,191
+4% +$154K 0.88% 48
2021
Q2 		$3.85M Buy
30,975
+696
+2% +$87.4K 0.87% 50
2021
Q1 		$3.58M Buy
30,279
+468
+2% +$54.9K 0.89% 50
2020
Q4 		$3.49M Buy
29,811
+373
+1% +$41.1K 0.96% 43
2020
Q3 		$3.06M Sell
29,438
-3,068
-9% -$308K 0.95% 46
2020
Q2 		$2.98M Buy
32,506
+906
+3% +$86.9K 1.02% 47
2020
Q1 		$2.85M Buy
31,600
+1,903
+6% +$202K 1.11% 38
2019
Q4 		$3.37M Buy
29,697
+543
+2% +$59.6K 1.11% 38
2019
Q3 		$3.17M Buy
29,154
+661
+2% +$69K 1.15% 37
2019
Q2 		$2.77M Buy
28,493
+1,310
+5% +$120K 1.08% 44
2019
Q1 		$2.48M Buy
27,183
+1,959
+8% +$175K 1.02% 48
2018
Q4 		$2.29M Buy
25,224
+5,316
+27% +$497K 1.1% 37
2018
Q3 		$1.96M Buy
19,908
+16
+0.1% +$1.48K 0.87% 54
2018
Q2 		$1.7M Buy
19,892
+1,028
+5% +$85.9K 0.83% 54
2018
Q1 		$1.51M Buy
18,864
+1,630
+9% +$134K 0.79% 56
2017
Q4 		$1.39M Buy
17,234
+460
+3% +$36.8K 0.75% 58
2017
Q3 		$1.3M Buy
16,774
+2,752
+20% +$228K 0.73% 56
2017
Q2 		$1.24M Buy
14,022
+1,993
+17% +$168K 0.76% 56
2017
Q1 		$969K Buy
+12,029
New +$940K 0.64% 59

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return