WD Rutherford’s Medtronic MDT Stock Holding History

WD Rutherford’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 Q3	–	Sell	-115	Closed	-$10K	–	86
2025 Q2	$10K	Buy	+115	New	+$9.75K	﹤0.01%	92
2024 Q3	–	Sell	-2,205	Closed	-$174K	–	90
2024 Q2	$174K	Sell	2,205 -925	-30%	-$75.8K	0.09%	80
2024 Q1	$273K	Buy	+3,130	New	+$267K	0.14%	75
2023 Q1	–	Sell	-1,530	Closed	-$119K	–	108
2022 Q4	$119K	Sell	1,530 -829	-35%	-$67.2K	0.09%	76
2022 Q3	$190K	Sell	2,359 -160	-6%	-$14.4K	0.15%	73
2022 Q2	$226K	Hold	2,519	–	–	0.17%	65
2022 Q1	$279K	Buy	2,519 +270	+12%	+$28.5K	0.16%	67
2021 Q4	$233K	Buy	2,249 +182	+9%	+$21.1K	0.12%	76
2021 Q3	$259K	Sell	2,067 -40	-2%	-$5.18K	0.14%	68
2021 Q2	$262K	Buy	2,107 +20	+1%	+$2.51K	0.15%	70
2021 Q1	$247K	Buy	2,087 +275	+15%	+$32.2K	0.15%	73
2020 Q4	$212K	Buy	+1,812	New	+$199K	0.13%	66

Other funds holding MDT

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

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

Bank of New York Mellon

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

Massachusetts Financial Services

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