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

Aprio 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 		$1.31M Buy
15,143
+521
+4% +$45.9K 0.06% 200
2026
Q2 		$1.14M Sell
14,622
-336
-2% -$27.1K 0.06% 211
2026
Q1 		$1.3M Sell
14,958
-1,681
-10% -$161K 0.07% 158
2025
Q4 		$1.6M Buy
16,639
+12,871
+342% +$1.25M 0.09% 142
2025
Q3 		$359K Buy
+3,768
New +$346K 0.04% 287
2025
Q2 		– Sell
-3,300
Closed -$297K – 423
2025
Q1 		$297K Buy
+3,300
New +$295K 0.04% 270

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
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

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

Aprio Wealth Management increased its Medtronic (MDT) stake by 3.6% in Q3 2026, buying an estimated $45.9K and bringing the position to 15,143 shares worth $1.31M. The position accounts for 0.06% of the portfolio, ranked #200.

Aprio Wealth Management first reported a position in MDT in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.6M in Q4 2025. 1,279 funds tracked by Wall St. Rank hold MDT as of Q3 2026.

  • Aprio Wealth Management held 15,143 shares of Medtronic worth $1.31M as of Q3 2026.
  • Aprio Wealth Management bought 521 Medtronic shares in Q3 2026, an estimated $45.9K.
  • Medtronic made up 0.06% of Aprio Wealth Management's portfolio in Q3 2026, its #200 holding.
  • Aprio Wealth Management first reported a position in Medtronic in Q1 2025 and has held it in 6 quarters since.
  • Aprio Wealth Management's Medtronic position peaked at $1.6M in Q4 2025.
  • 1,279 funds tracked by Wall St. Rank held Medtronic as of Q3 2026.

Based on Aprio Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.