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Medtronic shares owned by Forza Wealth Management

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

Historical chart of Forza Wealth Management investment in Medtronic

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Medtronic by Forza Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $330k 3.7k 90.03
2024-06-30 $205k 2.6k 78.71
2023-06-30 $210k 2.4k 88.10
2023-03-31 $209k 2.6k 80.62

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Ishares Gold Tr Ishares New (IAU)
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J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Microsoft Corporation (MSFT)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Vanguard Specialized Funds Div App Etf (VIG)
JPMorgan Chase & Co. (JPM)
Ishares Tr Core S&p Mcp Etf (IJH)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Cisco Systems (CSCO)
Ishares Tr Core Div Grwth (DGRO)
Vanguard Index Fds Sm Cp Val Etf (VBR)

View all positions for Forza Wealth Management

Top funds holding Medtronic

Vanguard Group
BlackRock
BlackRock
State Street Corporation
Capital Research Global Investors
Jpmorgan Chase & Co
Morgan Stanley
Geode Capital Management
Massachusetts Financial Services
Bank of America Corporation
Bank of New York Mellon
Deutsche Bank Aktiengesellschaft
Franklin Resources
Invesco
Sanders Capital

View all funds holding Medtronic