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WR Wealth Planners’s Medtronic MDT Stock Holding History

WR Wealth Planners’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
Q4 		$56.2K Buy
704
+32
+5% +$2.77K 0.02% 303
2024
Q3 		$60.5K Sell
672
-219
-25% -$18.4K 0.02% 318
2024
Q2 		$70.1K Buy
891
+117
+15% +$9.59K 0.02% 292
2024
Q1 		$67.5K Buy
+774
New +$66.1K 0.02% 295
2023
Q4 		– Sell
-1,326
Closed -$104K – 585
2023
Q3 		$104K Sell
1,326
-11
-0.8% -$921 0.04% 226
2023
Q2 		$118K Buy
1,337
+252
+23% +$21.7K 0.05% 224
2023
Q1 		$87.5K Buy
1,085
+1,081
+27,025% +$88.1K 0.04% 251
2022
Q4 		$311 Sell
4
-202
-98% -$16.4K ﹤0.01% 461
2022
Q3 		$16.6K Hold
206
– – 0.01% 217
2022
Q2 		$18.5K Hold
206
– – 0.01% 237
2022
Q1 		$22.9K Buy
+206
New +$21.8K 0.01% 217

Other funds holding MDT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

WR Wealth Planners's MDT Position: Q4 2024 in Review

WR Wealth Planners increased its Medtronic (MDT) stake by 4.8% in Q4 2024, buying an estimated $2.77K and bringing the position to 704 shares worth $56.2K. The position accounts for 0.02% of the portfolio, ranked #303.

WR Wealth Planners first reported a position in MDT in Q1 2022 and has held it in 11 quarters since. The position peaked at $118K in Q2 2023. 2,124 funds tracked by Wall St. Rank hold MDT as of Q4 2024.

  • WR Wealth Planners held 704 shares of Medtronic worth $56.2K as of Q4 2024.
  • WR Wealth Planners bought 32 Medtronic shares in Q4 2024, an estimated $2.77K.
  • Medtronic made up 0.02% of WR Wealth Planners's portfolio in Q4 2024, its #303 holding.
  • WR Wealth Planners first reported a position in Medtronic in Q1 2022 and has held it in 11 quarters since.
  • WR Wealth Planners's Medtronic position peaked at $118K in Q2 2023.
  • 2,124 funds tracked by Wall St. Rank held Medtronic as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.