SEC 13F Intelligence

Wellington Wealth Strategies, LLC. / MDT

Wellington Wealth Strategies, LLC.’s Medtronic PLC Position

Does Wellington Wealth Strategies, LLC. own Medtronic PLC (MDT)? Not currently — the last reported position was 3.3K shares worth $257,264 in Q2 2024; the fund’s latest 13F (Q4 2024) no longer reports it.

Position Value
$257,264
Q2 2024
Shares
3.3K
% of Portfolio
+1.08%
Quarters Held
2
position exited

Position History MDT

Reported value by quarter
Q4 ’23: $423,722Q4 ’23Q2 ’24: $257,264Q2 ’24filingsflow.com
QuarterSharesValue% of Portfolio
Q2 20243.3K$257,264+1.08%
Q4 20235.1K$423,722+0.36%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Wellington Wealth Strategies, LLC.’s full portfolio or all institutional holders of MDT.