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Medtronic shares owned by Kingswood Wealth Advisors

Quarter-by-quarter ownership of Medtronic (MDT) shares owned by Kingswood Wealth Advisors from 13F filings

Historical chart of Kingswood Wealth Advisors investment in Medtronic

Tip: Access up to 7 years of quarterly data

All positions including Medtronic held by Kingswood Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Medtronic by Kingswood Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.0M 12k 87.15
2023-12-31 $1.1M 13k 82.38
2023-09-30 $288k 3.7k 78.36
2023-06-30 $338k 3.8k 88.10

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Top funds holding Medtronic

Vanguard Group
BlackRock
Jpmorgan Chase & Co
Morgan Stanley
Geode Capital Management
Massachusetts Financial Services
Wellington Management Company
Bank of America Corporation
Bank of New York Mellon
Franklin Resources
Deutsche Bank Aktiengesellschaft
T. Rowe Price Associates
Royal Bank of Canada
Sanders Capital
Northern Trust

View all funds holding Medtronic