Scissortail Wealth Management’s Medtronic MDT Stock Holding History

Scissortail 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
2026 Q1	–	Sell	-50,608	Closed	-$4.86M	–	118
2025 Q4	$4.86M	Buy	50,608 +965	+2%	+$93.7K	1.11%	35
2025 Q3	$4.73M	Buy	49,643 +1,976	+4%	+$182K	1.03%	39
2025 Q2	$4.16M	Buy	47,667 +2,650	+6%	+$225K	1%	37
2025 Q1	$4.05M	Buy	45,017 +16,670	+59%	+$1.49M	1.04%	37
2024 Q4	$2.26M	Buy	28,347 +27,963	+7,282%	+$2.42M	0.58%	46
2024 Q3	$3.94M	Sell	384 -41,531	-99%	-$3.49M	0.95%	39
2024 Q2	$3.3M	Buy	41,915 +1,118	+3%	+$91.7K	0.84%	41
2024 Q1	$3.56M	Buy	40,797 +858	+2%	+$73.2K	0.94%	39
2023 Q4	$3.49M	Buy	+39,939	New	+$3.04M	1.11%	27
2023 Q1	–	Sell	-33,166	Closed	-$2.78M	–	90
2022 Q4	$2.78M	Buy	+33,166	New	+$2.69M	1.61%	20
2022 Q3	–	Sell	-21,877	Closed	-$2.26M	–	122
2022 Q2	$2.26M	Buy	+21,877	New	+$2.22M	0.87%	40
2022 Q1	–	Sell	-21,877	Closed	-$2.26M	–	124
2021 Q4	$2.26M	Buy	+21,877	New	+$2.53M	0.87%	40

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