Robertson Stephens Wealth Management’s Medtronic MDT Stock Holding History

Robertson Stephens 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
2024 Q4	–	Sell	-2,598	Closed	-$236K	–	609
2024 Q3	$236K	Sell	2,598 -2,257	-46%	-$190K	0.01%	569
2024 Q2	$386K	Sell	4,855 -165	-3%	-$13.5K	0.02%	366
2024 Q1	$441K	Sell	5,020 -499	-9%	-$42.6K	0.02%	361
2023 Q4	$458K	Sell	5,519 -3,067	-36%	-$234K	0.03%	323
2023 Q3	$680K	Sell	8,586 -3,208	-27%	-$269K	0.05%	256
2023 Q2	$1.05M	Sell	11,794 -2,734	-19%	-$235K	0.07%	185
2023 Q1	$1.18M	Buy	14,528 +157	+1%	+$12.8K	0.09%	183
2022 Q4	$1.13M	Sell	14,371 -4,954	-26%	-$402K	0.11%	163
2022 Q3	$1.57M	Sell	19,325 -550	-3%	-$49.4K	0.16%	111
2022 Q2	$1.8M	Sell	19,875 -1,611	-7%	-$163K	0.17%	108
2022 Q1	$2.4M	Sell	21,486 -259	-1%	-$27.4K	0.2%	96
2021 Q4	$2.26M	Buy	21,745 +18,641	+601%	+$2.16M	0.19%	103
2021 Q3	$391K	Sell	3,104 -649	-17%	-$84K	0.04%	226
2021 Q2	$468K	Buy	3,753 +730	+24%	+$91.7K	0.06%	214
2021 Q1	$358K	Buy	+3,023	New	+$354K	0.06%	212

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 $3.37T AUM 44.26% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Robertson Stephens Wealth Management's MDT Position: Q4 2024 in Review

Robertson Stephens Wealth Management sold out of Medtronic (MDT) in Q4 2024, closing a stake of 2,598 shares — an estimated $236K sold.

Robertson Stephens Wealth Management first reported a position in MDT in Q1 2021 and held it in 15 quarters. The position peaked at $2.4M in Q1 2022. 2,130 funds tracked by Wall St. Rank hold MDT as of Q4 2024.

Robertson Stephens Wealth Management reported no remaining Medtronic position as of Q4 2024 after selling out during the quarter.
Robertson Stephens Wealth Management sold 2,598 Medtronic shares in Q4 2024, an estimated $236K.
Robertson Stephens Wealth Management first reported a position in Medtronic in Q1 2021 and held it in 15 quarters.
Robertson Stephens Wealth Management's Medtronic position peaked at $2.4M in Q1 2022.
2,130 funds tracked by Wall St. Rank held Medtronic as of Q4 2024.

Based on Robertson Stephens Wealth Management's 13F filing for Q4 2024, filed 27 Jan 2025.