Wealth Management Solutions’s Medtronic MDT Stock Holding History

Wealth Management Solutions’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 Q3	$400K	Sell	5,099 -63	-1%	-$5.27K	0.27%	50
2023 Q2	$455K	Buy	5,162 +952	+23%	+$82K	0.3%	44
2023 Q1	$339K	Sell	4,210 -122	-3%	-$9.94K	0.2%	60
2022 Q4	$337K	Sell	4,332 -1,253	-22%	-$102K	0.18%	66
2022 Q3	$451K	Sell	5,585 -376	-6%	-$33.8K	0.26%	38
2022 Q2	$535K	Sell	5,961 -1,263	-17%	-$128K	0.3%	39
2022 Q1	$801K	Sell	7,224 -1,992	-22%	-$210K	0.42%	37
2021 Q4	$953K	Buy	+9,216	New	+$1.07M	0.49%	34

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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

Wealth Management Solutions's MDT Position: Q3 2023 in Review

Wealth Management Solutions reduced its Medtronic (MDT) stake by 1.2% in Q3 2023, selling an estimated $5.27K and leaving 5,099 shares worth $400K. The position accounts for 0.27% of the portfolio, ranked #50.

Wealth Management Solutions first reported a position in MDT in Q4 2021 and has held it in 8 quarters since. The position peaked at $953K in Q4 2021. 1,971 funds tracked by Wall St. Rank hold MDT as of Q3 2023.

Wealth Management Solutions held 5,099 shares of Medtronic worth $400K as of Q3 2023.
Wealth Management Solutions sold 63 Medtronic shares in Q3 2023, an estimated $5.27K.
Medtronic made up 0.27% of Wealth Management Solutions's portfolio in Q3 2023, its #50 holding.
Wealth Management Solutions first reported a position in Medtronic in Q4 2021 and has held it in 8 quarters since.
Wealth Management Solutions's Medtronic position peaked at $953K in Q4 2021.
1,971 funds tracked by Wall St. Rank held Medtronic as of Q3 2023.

Based on Wealth Management Solutions's 13F filing for Q3 2023, filed 25 Oct 2023.