Aspiriant LLC
MDT icon

Aspiriant LLC’s Medtronic MDT Stock Holding History

Aspiriant LLC’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 		$298K Sell
3,450
-2,320
-40% -$204K 0.01% 319
2026
Q2 		$451K Buy
5,770
+211
+4% +$17K 0.01% 261
2026
Q1 		$482K Buy
5,559
+2,000
+56% +$192K 0.01% 223
2025
Q4 		$342K Buy
3,559
+324
+10% +$31.5K 0.01% 259
2025
Q3 		$308K Sell
3,235
-38
-1% -$3.49K 0.01% 247
2025
Q2 		$285K Sell
3,273
-133
-4% -$11.3K 0.01% 263
2025
Q1 		$306K Buy
+3,406
New +$305K 0.01% 233
2024
Q2 		– Sell
-2,592
Closed -$226K – 314
2024
Q1 		$226K Sell
2,592
-380
-13% -$32.4K 0.01% 294
2023
Q4 		$245K Sell
2,972
-559
-16% -$42.6K 0.01% 268
2023
Q3 		$277K Buy
3,531
+786
+29% +$65.8K 0.01% 237
2023
Q2 		$242K Buy
2,745
+138
+5% +$11.9K 0.01% 253
2023
Q1 		$210K Buy
+2,607
New +$212K 0.01% 263
2022
Q4 		– Sell
-3,028
Closed -$245K – 286
2022
Q3 		$245K Sell
3,028
-188
-6% -$16.9K 0.01% 228
2022
Q2 		$289K Buy
3,216
+1,136
+55% +$115K 0.01% 217
2022
Q1 		$231K Buy
+2,080
New +$220K 0.01% 254
2018
Q4 		– Sell
-2,029
Closed -$200K – 243
2018
Q3 		$200K Buy
+2,029
New +$188K 0.02% 231
2018
Q2 		– Sell
-3,429
Closed -$275K – 256
2018
Q1 		$275K Buy
+3,429
New +$283K 0.02% 200

Other funds holding MDT

Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
Cooke & Bieler
Cooke & Bieler Philadelphia, Pennsylvania $6.36B AUM 0.55% 1-Year Est. Return

Aspiriant LLC's MDT Position: Q3 2026 in Review

Aspiriant LLC reduced its Medtronic (MDT) stake by 40% in Q3 2026, selling an estimated $204K and leaving 3,450 shares worth $298K. The position accounts for 0.01% of the portfolio, ranked #319.

Aspiriant LLC first reported a position in MDT in Q1 2018 and has held it in 17 quarters since. The position peaked at $482K in Q1 2026. 644 funds tracked by Wall St. Rank hold MDT as of Q3 2026.

  • Aspiriant LLC held 3,450 shares of Medtronic worth $298K as of Q3 2026.
  • Aspiriant LLC sold 2,320 Medtronic shares in Q3 2026, an estimated $204K.
  • Medtronic made up 0.01% of Aspiriant LLC's portfolio in Q3 2026, its #319 holding.
  • Aspiriant LLC first reported a position in Medtronic in Q1 2018 and has held it in 17 quarters since.
  • Aspiriant LLC's Medtronic position peaked at $482K in Q1 2026.
  • 644 funds tracked by Wall St. Rank held Medtronic as of Q3 2026.

Based on Aspiriant LLC's 13F filing for Q3 2026, filed 16 Oct 2026.