Accel Wealth Management
MDT icon

Accel Wealth Management’s Medtronic MDT Stock Holding History

Accel Wealth Management’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
2026
Q3 		$209K Buy
+2,418
New +$213K 0.04% 293
2026
Q2 		– Sell
-2,459
Closed -$213K – 310
2026
Q1 		$213K Buy
2,459
+17
+0.7% +$1.63K 0.06% 265
2025
Q4 		$235K Sell
2,442
-5
-0.2% -$486 0.06% 244
2025
Q3 		$233K Sell
2,447
-123
-5% -$11.3K 0.07% 241
2025
Q2 		$224K Buy
+2,570
New +$218K 0.07% 231
2023
Q2 		– Sell
-970
Closed -$78.2K – 578
2023
Q1 		$78.2K Sell
970
-128
-12% -$10.4K 0.03% 380
2022
Q4 		$85.3K Buy
1,098
+58
+6% +$4.7K 0.04% 267
2022
Q3 		$88K Buy
1,040
+4
+0.4% +$359 0.05% 266
2022
Q2 		$92K Buy
1,036
+2
+0.2% +$203 0.05% 250
2022
Q1 		$116K Sell
1,034
-73
-7% -$7.71K 0.06% 236
2021
Q4 		$114K Buy
1,107
+3
+0.3% +$347 0.06% 241
2021
Q3 		$138K Buy
1,104
+3
+0.3% +$388 0.09% 178
2021
Q2 		$137K Buy
1,101
+277
+34% +$34.8K 0.09% 195
2021
Q1 		$97K Buy
824
+1
+0.1% +$117 0.08% 221
2020
Q4 		$96K Buy
+823
New +$90.6K 0.09% 209

Other funds holding MDT

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $72.4B AUM 24.61% 1-Year Est. Return
M&G plc
M&G plc London, United Kingdom $19.9B AUM 15.09% 1-Year Est. Return
Beutel, Goodman & Co
Beutel, Goodman & Co Toronto, Ontario, Canada $12.7B AUM 12.76% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Accel Wealth Management's MDT Position: Q3 2026 in Review

Accel Wealth Management opened a new position in Medtronic (MDT) in Q3 2026: 2,418 shares worth $209K. The stake represents 0.04% of the portfolio and ranks #293 among its holdings. This is a return to the name: Accel Wealth Management previously reported a position in MDT as recently as Q1 2026.

Accel Wealth Management first reported a position in MDT in Q4 2020 and has held it in 15 quarters since. The position peaked at $235K in Q4 2025. 1,360 funds tracked by Wall St. Rank hold MDT as of Q3 2026.

  • Accel Wealth Management held 2,418 shares of Medtronic worth $209K as of Q3 2026.
  • Medtronic was a new Accel Wealth Management position in Q3 2026.
  • Medtronic made up 0.04% of Accel Wealth Management's portfolio in Q3 2026, its #293 holding.
  • Accel Wealth Management first reported a position in Medtronic in Q4 2020 and has held it in 15 quarters since.
  • Accel Wealth Management's Medtronic position peaked at $235K in Q4 2025.
  • 1,360 funds tracked by Wall St. Rank held Medtronic as of Q3 2026.

Based on Accel Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.