Precision Wealth Strategies’s Medtronic MDT Stock Holding History

Precision 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
2026 Q1	$1.05M	Sell	12,122 -1,597	-12%	-$153K	0.35%	67
2025 Q4	$1.32M	Sell	13,719 -226	-2%	-$22K	0.43%	55
2025 Q3	$1.33M	Sell	13,945 -107	-0.8%	-$9.84K	0.43%	55
2025 Q2	$1.22M	Buy	14,052 +9,468	+207%	+$803K	0.4%	56
2025 Q1	$412K	Buy	4,584 +249	+6%	+$22.3K	0.31%	62
2024 Q4	$346K	Buy	4,335 +594	+16%	+$51.4K	0.27%	91
2024 Q3	$337K	Buy	3,741 +118	+3%	+$9.93K	0.31%	88
2024 Q2	$285K	Sell	3,623 -130	-3%	-$10.7K	0.29%	86
2024 Q1	$327K	Sell	3,753 -71	-2%	-$6.06K	0.31%	75
2023 Q4	$315K	Sell	3,824 -42	-1%	-$3.2K	0.31%	64
2023 Q3	$303K	Buy	+3,866	New	+$324K	0.33%	58

Other funds holding MDT

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T 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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return