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Avity Investment Management’s Medtronic MDT Stock Holding History

Avity Investment 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 		$449K Buy
+5,200
New +$458K 0.03% 92
2019
Q3 		– Sell
-2,625
Closed -$256K – 80
2019
Q2 		$256K Sell
2,625
-325
-11% -$29.7K 0.03% 67
2019
Q1 		$269K Sell
2,950
-50
-2% -$4.47K 0.03% 63
2018
Q4 		$273K Hold
3,000
– – 0.04% 58
2018
Q3 		$295K Buy
3,000
+350
+13% +$32.4K 0.04% 62
2018
Q2 		$227K Buy
+2,650
New +$221K 0.03% 70

Other funds holding MDT

CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
AMBIA
Allen Mooney & Barnes Investment Advisors Thomasville, Georgia $673M AUM 20.03% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
SBWIC
Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return

Avity Investment Management's MDT Position: Q3 2026 in Review

Avity Investment Management opened a new position in Medtronic (MDT) in Q3 2026: 5,200 shares worth $449K. The stake represents 0.03% of the portfolio and ranks #92 among its holdings. This is a return to the name: Avity Investment Management previously reported a position in MDT as recently as Q2 2019.

Avity Investment Management first reported a position in MDT in Q2 2018 and has held it in 6 quarters since. 119 funds tracked by Wall St. Rank hold MDT as of Q3 2026.

  • Avity Investment Management held 5,200 shares of Medtronic worth $449K as of Q3 2026.
  • Medtronic was a new Avity Investment Management position in Q3 2026.
  • Medtronic made up 0.03% of Avity Investment Management's portfolio in Q3 2026, its #92 holding.
  • Avity Investment Management first reported a position in Medtronic in Q2 2018 and has held it in 6 quarters since.
  • 119 funds tracked by Wall St. Rank held Medtronic as of Q3 2026.

Based on Avity Investment Management's 13F filing for Q3 2026, filed 9 Oct 2026.