Accurate Wealth Management
MDT icon

Accurate Wealth Management’s Medtronic MDT Stock Holding History

Accurate 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 		$1.04M Buy
11,195
+2,772
+33% +$244K 0.09% 224
2026
Q2 		$706K Buy
8,423
+1,157
+16% +$93.3K 0.07% 279
2026
Q1 		$634K Buy
7,266
+341
+5% +$32.7K 0.08% 263
2025
Q4 		$676K Sell
6,925
-49
-0.7% -$4.76K 0.09% 240
2025
Q3 		$673K Buy
6,974
+1,281
+23% +$118K 0.09% 239
2025
Q2 		$509K Buy
5,693
+555
+11% +$47.1K 0.08% 263
2025
Q1 		$426K Buy
5,138
+717
+16% +$64.2K 0.08% 223
2024
Q4 		$357K Buy
4,421
+159
+4% +$13.8K 0.07% 259
2024
Q3 		$383K Sell
4,262
-198
-4% -$16.7K 0.08% 242
2024
Q2 		$344K Sell
4,460
-278
-6% -$22.8K 0.08% 218
2024
Q1 		$377K Buy
4,738
+477
+11% +$40.7K 0.11% 181
2023
Q4 		$371K Sell
4,261
-322
-7% -$24.5K 0.12% 175
2023
Q3 		$334K Buy
4,583
+413
+10% +$34.6K 0.1% 180
2023
Q2 		$366K Buy
4,170
+227
+6% +$19.5K 0.11% 179
2023
Q1 		$316K Buy
3,943
+531
+16% +$43.3K 0.11% 185
2022
Q4 		$269K Sell
3,412
-472
-12% -$38.3K 0.1% 179
2022
Q3 		$318K Buy
3,884
+1,494
+63% +$134K 0.13% 130
2022
Q2 		$214K Sell
2,390
-50
-2% -$5.07K 0.12% 143
2022
Q1 		$271K Buy
2,440
+622
+34% +$65.7K 0.12% 128
2021
Q4 		$213K Buy
1,818
+53
+3% +$6.14K 0.17% 132
2021
Q3 		$220K Buy
+1,765
New +$228K 0.19% 128

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

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

Accurate Wealth Management increased its Medtronic (MDT) stake by 33% in Q3 2026, buying an estimated $244K and bringing the position to 11,195 shares worth $1.04M. The position accounts for 0.09% of the portfolio, ranked #224.

Accurate Wealth Management first reported a position in MDT in Q3 2021 and has held it in 21 quarters since. 1,393 funds tracked by Wall St. Rank hold MDT as of Q3 2026.

  • Accurate Wealth Management held 11,195 shares of Medtronic worth $1.04M as of Q3 2026.
  • Accurate Wealth Management bought 2,772 Medtronic shares in Q3 2026, an estimated $244K.
  • Medtronic made up 0.09% of Accurate Wealth Management's portfolio in Q3 2026, its #224 holding.
  • Accurate Wealth Management first reported a position in Medtronic in Q3 2021 and has held it in 21 quarters since.
  • 1,393 funds tracked by Wall St. Rank held Medtronic as of Q3 2026.

Based on Accurate Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.