Octavia Wealth Advisors’s Medtronic MDT Stock Holding History

Octavia Wealth Advisors’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	-2,431	Closed	-$214K	–	223
2024 Q1	$214K	Sell	2,431 -530	-18%	-$45.2K	0.03%	202
2023 Q4	$246K	Sell	2,961 -125	-4%	-$9.53K	0.04%	194
2023 Q3	$244K	Buy	3,086 +274	+10%	+$22.9K	0.05%	173
2023 Q2	$250K	Buy	2,812 +59	+2%	+$5.08K	0.05%	161
2023 Q1	$224K	Buy	2,753 +41	+2%	+$3.34K	0.05%	168
2022 Q4	$213K	Buy	+2,712	New	+$220K	0.05%	172
2022 Q3	–	Sell	-2,481	Closed	-$226K	–	178
2022 Q2	$226K	Buy	2,481 +391	+19%	+$39.6K	0.06%	152
2022 Q1	$233K	Sell	2,090 -21	-1%	-$2.22K	0.05%	169
2021 Q4	$219K	Buy	2,111 +468	+28%	+$54.2K	0.05%	181
2021 Q3	$207K	Buy	+1,643	New	+$213K	0.05%	175

Other funds holding MDT

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Octavia Wealth Advisors's MDT Position: Q2 2024 in Review

Octavia Wealth Advisors sold out of Medtronic (MDT) in Q2 2024, closing a stake of 2,431 shares — an estimated $214K sold.

Octavia Wealth Advisors first reported a position in MDT in Q3 2021 and held it in 10 quarters. The position peaked at $250K in Q2 2023. 2,029 funds tracked by Wall St. Rank hold MDT as of Q2 2024.

Octavia Wealth Advisors reported no remaining Medtronic position as of Q2 2024 after selling out during the quarter.
Octavia Wealth Advisors sold 2,431 Medtronic shares in Q2 2024, an estimated $214K.
Octavia Wealth Advisors first reported a position in Medtronic in Q3 2021 and held it in 10 quarters.
Octavia Wealth Advisors's Medtronic position peaked at $250K in Q2 2023.
2,029 funds tracked by Wall St. Rank held Medtronic as of Q2 2024.

Based on Octavia Wealth Advisors's 13F filing for Q2 2024, filed 2 Aug 2024.