Atticus Wealth Management
MDT icon

Atticus Wealth Management’s Medtronic MDT Stock Holding History

Atticus 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 		$443K Sell
5,129
-262
-5% -$23.1K 0.1% 121
2026
Q2 		$422K Sell
5,391
-1,163
-18% -$93.8K 0.1% 123
2026
Q1 		$568K Buy
6,554
+22
+0.3% +$2.11K 0.15% 97
2025
Q4 		$627K Sell
6,532
-13
-0.2% -$1.26K 0.16% 97
2025
Q3 		$623K Buy
6,545
+2,250
+52% +$207K 0.16% 91
2025
Q2 		$374K Buy
4,295
+4,205
+4,672% +$357K 0.1% 107
2025
Q1 		$8.09K Hold
90
– – ﹤0.01% 397
2024
Q4 		$7.19K Hold
90
– – ﹤0.01% 409
2024
Q3 		$8.1K Sell
90
-8
-8% -$673 ﹤0.01% 407
2024
Q2 		$7.71K Hold
98
– – ﹤0.01% 403
2024
Q1 		$8.54K Hold
98
– – ﹤0.01% 410
2023
Q4 		$8.07K Hold
98
– – ﹤0.01% 422
2023
Q3 		$7.68K Hold
98
– – ﹤0.01% 431
2023
Q2 		$8.63K Sell
98
-83
-46% -$7.14K ﹤0.01% 413
2023
Q1 		$14.6K Sell
181
-914
-83% -$74.5K 0.01% 352
2022
Q4 		$85.4K Sell
1,095
-260
-19% -$21.1K 0.04% 192
2022
Q3 		$122K Hold
1,355
– – 0.06% 148
2022
Q2 		$122K Sell
1,355
-252
-16% -$25.5K 0.05% 165
2022
Q1 		$178K Buy
1,607
+317
+25% +$33.5K 0.07% 152
2021
Q4 		$133K Buy
+1,290
New +$149K 0.05% 145
2020
Q1 		– Sell
-21
Closed -$2K – 381
2019
Q4 		$2K Buy
+21
New +$2.3K ﹤0.01% 282

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

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

Atticus Wealth Management reduced its Medtronic (MDT) stake by 4.9% in Q3 2026, selling an estimated $23.1K and leaving 5,129 shares worth $443K. The position accounts for 0.1% of the portfolio, ranked #121.

Atticus Wealth Management first reported a position in MDT in Q4 2019 and has held it in 21 quarters since. The position peaked at $627K in Q4 2025. 644 funds tracked by Wall St. Rank hold MDT as of Q3 2026.

  • Atticus Wealth Management held 5,129 shares of Medtronic worth $443K as of Q3 2026.
  • Atticus Wealth Management sold 262 Medtronic shares in Q3 2026, an estimated $23.1K.
  • Medtronic made up 0.1% of Atticus Wealth Management's portfolio in Q3 2026, its #121 holding.
  • Atticus Wealth Management first reported a position in Medtronic in Q4 2019 and has held it in 21 quarters since.
  • Atticus Wealth Management's Medtronic position peaked at $627K in Q4 2025.
  • 644 funds tracked by Wall St. Rank held Medtronic as of Q3 2026.

Based on Atticus Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.