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Rockline Wealth Management’s Medtronic MDT Stock Holding History

Rockline 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
Q2 		– Sell
-2,602
Closed -$227K – 101
2024
Q1 		$227K Sell
2,602
-38
-1% -$3.24K 0.08% 88
2023
Q4 		$217K Buy
+2,640
New +$201K 0.09% 84

Other funds holding MDT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Rockline Wealth Management's MDT Position: Q2 2024 in Review

Rockline Wealth Management sold out of Medtronic (MDT) in Q2 2024, closing a stake of 2,602 shares — an estimated $227K sold.

Rockline Wealth Management first reported a position in MDT in Q4 2023 and held it in 2 quarters. The position peaked at $227K in Q1 2024. 2,028 funds tracked by Wall St. Rank hold MDT as of Q2 2024.

  • Rockline Wealth Management reported no remaining Medtronic position as of Q2 2024 after selling out during the quarter.
  • Rockline Wealth Management sold 2,602 Medtronic shares in Q2 2024, an estimated $227K.
  • Rockline Wealth Management first reported a position in Medtronic in Q4 2023 and held it in 2 quarters.
  • Rockline Wealth Management's Medtronic position peaked at $227K in Q1 2024.
  • 2,028 funds tracked by Wall St. Rank held Medtronic as of Q2 2024.

Based on Rockline Wealth Management's 13F filing for Q2 2024, filed 1 Aug 2024.