Beacon Financial Advisory
MDT icon

Beacon Financial Advisory’s Medtronic MDT Stock Holding History

Beacon Financial Advisory’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 		$1.15M Buy
13,277
+3,556
+37% +$313K 0.22% 114
2026
Q2 		$760K Sell
9,721
-167
-2% -$13.5K 0.15% 182
2026
Q1 		$857K Hold
9,888
– – 0.19% 145
2025
Q4 		$950K Sell
9,888
-400
-4% -$38.9K 0.22% 121
2025
Q3 		$980K Buy
10,288
+11
+0.1% +$1.01K 0.23% 116
2025
Q2 		$896K Hold
10,277
– – 0.23% 120
2025
Q1 		$923K Buy
10,277
+1,021
+11% +$91.4K 0.28% 102
2024
Q4 		$739K Buy
9,256
+520
+6% +$45K 0.24% 117
2024
Q3 		$787K Sell
8,736
-21
-0.2% -$1.77K 0.27% 107
2024
Q2 		$689K Buy
8,757
+1,383
+19% +$113K 0.26% 116
2024
Q1 		$643K Buy
7,374
+1,932
+36% +$165K 0.31% 99
2023
Q4 		$448K Sell
5,442
-1,324
-20% -$101K 0.22% 132
2023
Q3 		$530K Buy
6,766
+218
+3% +$18.2K 0.29% 104
2023
Q2 		$577K Buy
6,548
+462
+8% +$39.8K 0.33% 97
2023
Q1 		$491K Buy
6,086
+506
+9% +$41.2K 0.31% 108
2022
Q4 		$434K Buy
5,580
+706
+14% +$57.2K 0.31% 108
2022
Q3 		$394K Sell
4,874
-94
-2% -$8.45K 0.28% 116
2022
Q2 		$446K Buy
4,968
+205
+4% +$20.8K 0.25% 130
2022
Q1 		$528K Buy
4,763
+496
+12% +$52.4K 0.25% 121
2021
Q4 		$441K Sell
4,267
-34
-0.8% -$3.94K 0.2% 142
2021
Q3 		$539K Hold
4,301
– – 0.28% 115
2021
Q2 		$534K Sell
4,301
-300
-7% -$37.7K 0.29% 116
2021
Q1 		$544K Buy
4,601
+459
+11% +$53.8K 0.31% 107
2020
Q4 		$485K Buy
4,142
+230
+6% +$25.3K 0.32% 101
2020
Q3 		$406K Buy
+3,912
New +$393K 0.35% 98

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
First Eagle Investment Management
First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 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
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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Beacon Financial Advisory's MDT Position: Q3 2026 in Review

Beacon Financial Advisory increased its Medtronic (MDT) stake by 37% in Q3 2026, buying an estimated $313K and bringing the position to 13,277 shares worth $1.15M. The position accounts for 0.22% of the portfolio, ranked #114.

Beacon Financial Advisory first reported a position in MDT in Q3 2020 and has held it in 25 quarters since. 1,431 funds tracked by Wall St. Rank hold MDT as of Q3 2026.

  • Beacon Financial Advisory held 13,277 shares of Medtronic worth $1.15M as of Q3 2026.
  • Beacon Financial Advisory bought 3,556 Medtronic shares in Q3 2026, an estimated $313K.
  • Medtronic made up 0.22% of Beacon Financial Advisory's portfolio in Q3 2026, its #114 holding.
  • Beacon Financial Advisory first reported a position in Medtronic in Q3 2020 and has held it in 25 quarters since.
  • 1,431 funds tracked by Wall St. Rank held Medtronic as of Q3 2026.

Based on Beacon Financial Advisory's 13F filing for Q3 2026, filed 16 Oct 2026.