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Maxwell Wealth Strategies’s Medtronic MDT Stock Holding History

Maxwell Wealth Strategies’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 		$1.05M Sell
13,177
-2,422
-16% -$210K 0.43% 61
2024
Q3 		$1.4M Buy
15,599
+852
+6% +$71.7K 0.59% 54
2024
Q2 		$1.16M Sell
14,747
-304
-2% -$24.9K 0.57% 56
2024
Q1 		$1.21M Sell
15,051
-13,479
-47% -$1.15M 0.61% 57
2023
Q4 		$2.35M Buy
+28,530
New +$2.17M 1.54% 25

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

Maxwell Wealth Strategies's MDT Position: Q4 2024 in Review

Maxwell Wealth Strategies reduced its Medtronic (MDT) stake by 16% in Q4 2024, selling an estimated $210K and leaving 13,177 shares worth $1.05M. The position accounts for 0.43% of the portfolio, ranked #61.

Maxwell Wealth Strategies first reported a position in MDT in Q4 2023 and has held it in 5 quarters since. The position peaked at $2.35M in Q4 2023. 2,123 funds tracked by Wall St. Rank hold MDT as of Q4 2024.

  • Maxwell Wealth Strategies held 13,177 shares of Medtronic worth $1.05M as of Q4 2024.
  • Maxwell Wealth Strategies sold 2,422 Medtronic shares in Q4 2024, an estimated $210K.
  • Medtronic made up 0.43% of Maxwell Wealth Strategies's portfolio in Q4 2024, its #61 holding.
  • Maxwell Wealth Strategies first reported a position in Medtronic in Q4 2023 and has held it in 5 quarters since.
  • Maxwell Wealth Strategies's Medtronic position peaked at $2.35M in Q4 2023.
  • 2,123 funds tracked by Wall St. Rank held Medtronic as of Q4 2024.

Based on Maxwell Wealth Strategies's 13F filing for Q4 2024, filed 13 Feb 2025.