BigSur Wealth Management’s Medtronic MDT Stock Holding History

BigSur 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	$313K	Hold	3,600	–	–	0.07%	138
2026 Q2	$284K	Hold	3,600	–	–	0.07%	140
2026 Q1	$314K	Hold	3,600	–	–	0.09%	139
2025 Q4	$348K	Hold	3,600	–	–	0.08%	128
2025 Q3	$345K	Sell	3,600 -4,800	-57%	-$441K	0.08%	131
2025 Q2	$738K	Hold	8,400	–	–	0.19%	97
2025 Q1	$761K	Hold	8,400	–	–	0.21%	96
2024 Q4	$677K	Hold	8,400	–	–	0.19%	99
2024 Q3	$762K	Hold	8,400	–	–	0.21%	94
2024 Q2	$667K	Sell	8,400 -800	-9%	-$65.6K	0.2%	97
2024 Q1	$808K	Hold	9,200	–	–	0.25%	90
2023 Q4	$764K	Sell	9,200 -1,800	-16%	-$137K	0.36%	67
2023 Q3	$870K	Sell	11,000 -500	-4%	-$41.9K	0.44%	62
2023 Q2	$1.02M	Hold	11,500	–	–	0.49%	55
2023 Q1	$935K	Hold	11,500	–	–	0.44%	60
2022 Q4	$902K	Hold	11,500	–	–	0.43%	59
2022 Q3	$936K	Sell	11,500 -656	-5%	-$59K	0.47%	54
2022 Q2	$1.1M	Sell	12,156 -151	-1%	-$15.3K	0.52%	55
2022 Q1	$1.37M	Hold	12,307	–	–	0.53%	54
2021 Q4	$1.28M	Hold	12,307	–	–	0.5%	56
2021 Q3	$1.55M	Hold	12,307	–	–	0.7%	41
2021 Q2	$1.53M	Sell	12,307 -1,426	-10%	-$179K	0.69%	42
2021 Q1	$1.64M	Buy	13,733 +1,400	+11%	+$164K	0.84%	35
2020 Q4	$1.45M	Hold	12,333	–	–	0.82%	33
2020 Q3	$1.29M	Buy	12,333 +1,300	+12%	+$131K	0.82%	36
2020 Q2	$1.02M	Sell	11,033 -3,189	-22%	-$306K	0.73%	38
2020 Q1	$1.29M	Sell	14,222 -3,000	-17%	-$319K	0.97%	23
2019 Q4	$1.96M	Buy	17,222 +12,723	+283%	+$1.4M	1.11%	26
2019 Q3	$491K	Hold	4,499	–	–	0.33%	63
2019 Q2	$441K	Buy	4,499 +239	+6%	+$21.8K	0.31%	67
2019 Q1	$390K	Hold	4,260	–	–	0.26%	71
2018 Q4	$390K	Hold	4,260	–	–	0.28%	67
2018 Q3	$421K	Buy	+4,260	New	+$394K	0.26%	65

Other funds holding MDT

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

MAA

Matrix Asset Advisors White Plains, New York $1.21B AUM 19.26% 1-Year Est. Return

MSV

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

GGI

Godsey & Gibb Inc Richmond, Virginia $1.21B AUM 18.94% 1-Year Est. Return

ACM

Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return

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

BigSur Wealth Management held its Medtronic (MDT) position steady in Q3 2026 at 3,600 shares worth $313K. The position accounts for 0.07% of the portfolio, ranked #138.

BigSur Wealth Management first reported a position in MDT in Q3 2018 and has held it in 33 quarters since. The position peaked at $1.96M in Q4 2019. 255 funds tracked by Wall St. Rank hold MDT as of Q3 2026.

BigSur Wealth Management held 3,600 shares of Medtronic worth $313K as of Q3 2026.
BigSur Wealth Management left its Medtronic share count unchanged in Q3 2026.
Medtronic made up 0.07% of BigSur Wealth Management's portfolio in Q3 2026, its #138 holding.
BigSur Wealth Management first reported a position in Medtronic in Q3 2018 and has held it in 33 quarters since.
BigSur Wealth Management's Medtronic position peaked at $1.96M in Q4 2019.
255 funds tracked by Wall St. Rank held Medtronic as of Q3 2026.

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