SIMA Wealth Partners’s Medtronic MDT Stock Holding History

SIMA Wealth Partners’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 Q3	–	Sell	-27	Closed	-$2.13K	–	159
2024 Q2	$2.13K	Buy	+27	New	+$2.21K	﹤0.01%	148

Other funds holding MDT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

SIMA Wealth Partners's MDT Position: Q3 2024 in Review

SIMA Wealth Partners sold out of Medtronic (MDT) in Q3 2024, closing a stake of 27 shares — an estimated $2.13K sold.

SIMA Wealth Partners first reported a position in MDT in Q2 2024 and held it in 1 quarter. The position peaked at $2.13K in Q2 2024. 2,063 funds tracked by Wall St. Rank hold MDT as of Q3 2024.

SIMA Wealth Partners reported no remaining Medtronic position as of Q3 2024 after selling out during the quarter.
SIMA Wealth Partners sold 27 Medtronic shares in Q3 2024, an estimated $2.13K.
SIMA Wealth Partners first reported a position in Medtronic in Q2 2024 and held it in 1 quarter.
SIMA Wealth Partners's Medtronic position peaked at $2.13K in Q2 2024.
2,063 funds tracked by Wall St. Rank held Medtronic as of Q3 2024.

Based on SIMA Wealth Partners's 13F filing for Q3 2024, filed 15 Jun 2026.