SLWA
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San Luis Wealth Advisors’s Medtronic MDT Stock Holding History

San Luis 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
2025
Q1 		– Sell
-9,108
Closed -$728K – 151
2024
Q4 		$728K Buy
9,108
+1,692
+23% +$146K 0.14% 81
2024
Q3 		$668K Buy
7,416
+4,146
+127% +$349K 0.14% 82
2024
Q2 		$257K Buy
+3,270
New +$268K 0.06% 115
2023
Q2 		– Sell
-13,520
Closed -$1.09M – 176
2023
Q1 		$1.09M Sell
13,520
-18,664
-58% -$1.52M 0.42% 66
2022
Q4 		$2.5M Buy
32,184
+6,154
+24% +$499K 2.33% 12
2022
Q3 		$2.1M Buy
26,030
+8,107
+45% +$729K 2.2% 10
2022
Q2 		$1.61M Buy
17,923
+10,630
+146% +$1.08M 1.85% 14
2022
Q1 		$754K Hold
7,293
– – 0.37% 61
2021
Q4 		$754K Sell
7,293
-5,987
-45% -$693K 0.77% 33
2021
Q3 		$1.67M Buy
+13,280
New +$1.72M 0.93% 27
2020
Q4 		$592K Buy
+5,056
New +$557K 0.38% 68

Other funds holding MDT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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 $1.56T AUM 27.86% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return