Allen Wealth Management
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Allen Wealth Management’s Medtronic MDT Stock Holding History

Allen 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 		$2.11M Buy
24,474
+2,619
+12% +$231K 1.03% 16
2026
Q2 		$1.71M Sell
21,855
-299
-1% -$24.1K 0.83% 28
2026
Q1 		$1.92M Buy
22,154
+620
+3% +$59.4K 0.96% 23
2025
Q4 		$2.07M Buy
21,534
+157
+0.7% +$15.2K 1.24% 19
2025
Q3 		$2.04M Sell
21,377
-286
-1% -$26.3K 1.38% 15
2025
Q2 		$1.89M Buy
21,663
+359
+2% +$30.4K 1.32% 15
2025
Q1 		$1.91M Buy
21,304
+389
+2% +$34.8K 1.32% 16
2024
Q4 		$1.67M Buy
20,915
+1,324
+7% +$115K 1.2% 18
2024
Q3 		$1.76M Buy
19,591
+2,097
+12% +$176K 1.22% 21
2024
Q2 		$1.38M Buy
17,494
+1,138
+7% +$93.3K 1.23% 20
2024
Q1 		$1.43M Buy
+16,356
New +$1.4M 1.26% 20

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

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

Allen Wealth Management increased its Medtronic (MDT) stake by 12% in Q3 2026, buying an estimated $231K and bringing the position to 24,474 shares worth $2.11M. The position accounts for 1.03% of the portfolio, ranked #16.

Allen Wealth Management first reported a position in MDT in Q1 2024 and has held it in 11 quarters since. 917 funds tracked by Wall St. Rank hold MDT as of Q3 2026.

  • Allen Wealth Management held 24,474 shares of Medtronic worth $2.11M as of Q3 2026.
  • Allen Wealth Management bought 2,619 Medtronic shares in Q3 2026, an estimated $231K.
  • Medtronic made up 1.03% of Allen Wealth Management's portfolio in Q3 2026, its #16 holding.
  • Allen Wealth Management first reported a position in Medtronic in Q1 2024 and has held it in 11 quarters since.
  • 917 funds tracked by Wall St. Rank held Medtronic as of Q3 2026.

Based on Allen Wealth Management's 13F filing for Q3 2026, filed 29 Oct 2026.