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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
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
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
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