Ten Capital Wealth Advisors’s Medtronic MDT Stock Holding History

Ten Capital 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
2023 Q2	$164K	Hold	1,858	–	–	0.05%	146
2023 Q1	$150K	Buy	1,858 +92	+5%	+$7.5K	0.05%	132
2022 Q4	$137K	Sell	1,766 -113	-6%	-$9.16K	0.06%	106
2022 Q3	$152K	Buy	1,879 +86	+5%	+$7.73K	0.07%	92
2022 Q2	$161K	Hold	1,793	–	–	0.07%	89
2022 Q1	$199K	Buy	1,793 +1,439	+406%	+$152K	0.08%	81
2021 Q4	$37K	Sell	354 -153	-30%	-$17.7K	0.02%	158
2021 Q3	$64K	Sell	507 -18,617	-97%	-$2.41M	0.03%	113
2021 Q2	$2.37M	Sell	19,124 -842	-4%	-$106K	0.54%	51
2021 Q1	$2.36M	Sell	19,966 -679	-3%	-$79.6K	0.58%	52
2020 Q4	$2.42M	Buy	20,645 +205	+1%	+$22.6K	0.67%	45
2020 Q3	$2.12M	Buy	+20,440	New	+$2.05M	0.72%	43

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

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

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

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

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

Ten Capital Wealth Advisors's MDT Position: Q2 2023 in Review

Ten Capital Wealth Advisors held its Medtronic (MDT) position steady in Q2 2023 at 1,858 shares worth $164K. The position accounts for 0.05% of the portfolio, ranked #146.

Ten Capital Wealth Advisors first reported a position in MDT in Q3 2020 and has held it in 12 quarters since. The position peaked at $2.42M in Q4 2020. 2,056 funds tracked by Wall St. Rank hold MDT as of Q2 2023.

Ten Capital Wealth Advisors held 1,858 shares of Medtronic worth $164K as of Q2 2023.
Ten Capital Wealth Advisors left its Medtronic share count unchanged in Q2 2023.
Medtronic made up 0.05% of Ten Capital Wealth Advisors's portfolio in Q2 2023, its #146 holding.
Ten Capital Wealth Advisors first reported a position in Medtronic in Q3 2020 and has held it in 12 quarters since.
Ten Capital Wealth Advisors's Medtronic position peaked at $2.42M in Q4 2020.
2,056 funds tracked by Wall St. Rank held Medtronic as of Q2 2023.

Based on Ten Capital Wealth Advisors's 13F filing for Q2 2023, filed 31 Jul 2023.