AT
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Adelphi Trust’s Medtronic MDT Stock Holding History

Adelphi Trust’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 		$280K Buy
3,245
+173
+6% +$15.2K 0.18% 99
2026
Q2 		$240K Buy
+3,072
New +$248K 0.16% 105
2026
Q1 		– Sell
-2,092
Closed -$201K – 110
2025
Q4 		$201K Buy
+2,092
New +$203K 0.16% 98

Other funds holding MDT

ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return
RI
Ridgewood Investments Springfield, New Jersey $271M AUM
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
PWM
Partnership Wealth Management Towson, Maryland $140M AUM 23.48% 1-Year Est. Return

Adelphi Trust's MDT Position: Q3 2026 in Review

Adelphi Trust increased its Medtronic (MDT) stake by 5.6% in Q3 2026, buying an estimated $15.2K and bringing the position to 3,245 shares worth $280K. The position accounts for 0.18% of the portfolio, ranked #99.

Adelphi Trust first reported a position in MDT in Q4 2025 and has held it in 3 quarters since. 33 funds tracked by Wall St. Rank hold MDT as of Q3 2026.

  • Adelphi Trust held 3,245 shares of Medtronic worth $280K as of Q3 2026.
  • Adelphi Trust bought 173 Medtronic shares in Q3 2026, an estimated $15.2K.
  • Medtronic made up 0.18% of Adelphi Trust's portfolio in Q3 2026, its #99 holding.
  • Adelphi Trust first reported a position in Medtronic in Q4 2025 and has held it in 3 quarters since.
  • 33 funds tracked by Wall St. Rank held Medtronic as of Q3 2026.

Based on Adelphi Trust's 13F filing for Q3 2026, filed 5 Oct 2026.