TPWA
MDT icon

TRUE Private Wealth Advisors’s Medtronic MDT Stock Holding History

TRUE Private 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
2024
Q3 		– Sell
-4,061
Closed -$320K – 252
2024
Q2 		$320K Buy
4,061
+136
+3% +$11.1K 0.04% 216
2024
Q1 		$342K Sell
3,925
-386
-9% -$32.9K 0.04% 215
2023
Q4 		$355K Buy
+4,311
New +$329K 0.05% 198
2022
Q2 		– Sell
-2,210
Closed -$233K – 243
2022
Q1 		$233K Sell
2,210
-259
-10% -$27.4K 0.03% 214
2021
Q4 		$255K Sell
2,469
-232
-9% -$26.9K 0.04% 220
2021
Q3 		$340K Buy
2,701
+516
+24% +$66.8K 0.05% 179
2021
Q2 		$272K Sell
2,185
-404
-16% -$50.7K 0.04% 186
2021
Q1 		$307K Buy
2,589
+86
+3% +$10.1K 0.05% 171
2020
Q4 		$294K Buy
2,503
+190
+8% +$20.9K 0.05% 162
2020
Q3 		$241K Sell
2,313
-2,386
-51% -$240K 0.04% 167
2020
Q2 		$433K Buy
4,699
+238
+5% +$22.8K 0.08% 127
2020
Q1 		$404K Sell
4,461
-2,997
-40% -$319K 0.09% 114
2019
Q4 		$850K Buy
7,458
+2,393
+47% +$263K 0.13% 93
2019
Q3 		$552K Buy
5,065
+2,166
+75% +$226K 0.1% 119
2019
Q2 		$282K Buy
2,899
+54
+2% +$4.93K 0.05% 161
2019
Q1 		$259K Sell
2,845
-4,931
-63% -$441K 0.05% 172
2018
Q4 		$711K Buy
7,776
+217
+3% +$20.3K 0.13% 110
2018
Q3 		$747K Buy
7,559
+113
+2% +$10.4K 0.11% 126
2018
Q2 		$637K Buy
7,446
+273
+4% +$22.8K 0.1% 135
2018
Q1 		$578K Sell
7,173
-1,425
-17% -$118K 0.1% 118
2017
Q4 		$698K Buy
+8,598
New +$689K 0.12% 101

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
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

TRUE Private Wealth Advisors's MDT Position: Q3 2024 in Review

TRUE Private Wealth Advisors sold out of Medtronic (MDT) in Q3 2024, closing a stake of 4,061 shares — an estimated $320K sold.

TRUE Private Wealth Advisors first reported a position in MDT in Q4 2017 and held it in 21 quarters. The position peaked at $850K in Q4 2019. 2,069 funds tracked by Wall St. Rank hold MDT as of Q3 2024.

  • TRUE Private Wealth Advisors reported no remaining Medtronic position as of Q3 2024 after selling out during the quarter.
  • TRUE Private Wealth Advisors sold 4,061 Medtronic shares in Q3 2024, an estimated $320K.
  • TRUE Private Wealth Advisors first reported a position in Medtronic in Q4 2017 and held it in 21 quarters.
  • TRUE Private Wealth Advisors's Medtronic position peaked at $850K in Q4 2019.
  • 2,069 funds tracked by Wall St. Rank held Medtronic as of Q3 2024.

Based on TRUE Private Wealth Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.