Advocate Group
MDT icon

Advocate Group’s Medtronic MDT Stock Holding History

Advocate Group’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 		$11.5M Buy
133,221
+6,617
+5% +$583K 1.78% 11
2026
Q2 		$9.9M Buy
126,604
+14,942
+13% +$1.21M 1.49% 23
2026
Q1 		$9.7M Sell
111,662
-83
-0.1% -$7.95K 1.51% 23
2025
Q4 		$10.7M Sell
111,745
-2,548
-2% -$248K 1.74% 14
2025
Q3 		$10.9M Buy
114,293
+1,737
+2% +$160K 1.79% 15
2025
Q2 		$9.8M Buy
112,556
+2,525
+2% +$214K 1.75% 16
2025
Q1 		$9.9M Buy
110,031
+3,255
+3% +$291K 1.8% 12
2024
Q4 		$8.53M Buy
106,776
+4,897
+5% +$424K 1.61% 21
2024
Q3 		$9.17M Buy
101,879
+4,576
+5% +$385K 1.66% 17
2024
Q2 		$7.66M Buy
97,303
+4,522
+5% +$371K 1.54% 24
2024
Q1 		$8.09M Buy
92,781
+4,922
+6% +$420K 1.61% 21
2023
Q4 		$7.24M Buy
87,859
+7,479
+9% +$570K 1.55% 19
2023
Q3 		$6.3M Buy
80,380
+5,622
+8% +$471K 1.46% 22
2023
Q2 		$6.59M Buy
74,758
+10,938
+17% +$942K 1.45% 24
2023
Q1 		$5.15M Buy
63,820
+12,072
+23% +$984K 1.12% 37
2022
Q4 		$4.02M Sell
51,748
-5,549
-10% -$450K 0.87% 49
2022
Q3 		$4.63M Buy
57,297
+796
+1% +$71.5K 1.14% 36
2022
Q2 		$5.07M Buy
+56,501
New +$5.72M 1.18% 37

Other funds holding MDT

DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $19.7B AUM 7.08% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Saratoga Research & Investment Management
Saratoga Research & Investment Management Saratoga, California $1.82B AUM 11.8% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

Advocate Group's MDT Position: Q3 2026 in Review

Advocate Group increased its Medtronic (MDT) stake by 5.2% in Q3 2026, buying an estimated $583K and bringing the position to 133,221 shares worth $11.5M. The position accounts for 1.78% of the portfolio, ranked #11.

Advocate Group first reported a position in MDT in Q2 2022 and has held it in 18 quarters since. 944 funds tracked by Wall St. Rank hold MDT as of Q3 2026.

  • Advocate Group held 133,221 shares of Medtronic worth $11.5M as of Q3 2026.
  • Advocate Group bought 6,617 Medtronic shares in Q3 2026, an estimated $583K.
  • Medtronic made up 1.78% of Advocate Group's portfolio in Q3 2026, its #11 holding.
  • Advocate Group first reported a position in Medtronic in Q2 2022 and has held it in 18 quarters since.
  • 944 funds tracked by Wall St. Rank held Medtronic as of Q3 2026.

Based on Advocate Group's 13F filing for Q3 2026, filed 19 Oct 2026.