Blake Schutter Theil Wealth Advisors’s Medtronic MDT Stock Holding History

Blake Schutter Theil Wealth Advisors’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	$495K	Buy	5,734 +426	+8%	+$37.5K	0.34%	68
2026 Q2	$415K	Sell	5,308 -537	-9%	-$43.3K	0.28%	74
2026 Q1	$506K	Buy	5,845 +7	+0.1%	+$671	0.41%	62
2025 Q4	$561K	Buy	5,838 +168	+3%	+$16.3K	0.46%	55
2025 Q3	$540K	Buy	5,670 +200	+4%	+$18.4K	0.53%	53
2025 Q2	$477K	Buy	5,470 +590	+12%	+$50K	0.54%	58
2025 Q1	$439K	Sell	4,880 -18	-0.4%	-$1.61K	0.5%	63
2024 Q4	$391K	Sell	4,898 -2,878	-37%	-$249K	0.41%	70
2024 Q3	$700K	Buy	+7,776	New	+$654K	0.5%	55

Other funds holding MDT

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $59.1B AUM 41.96% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return

M&G plc London, United Kingdom $19.9B AUM 15.09% 1-Year Est. Return

Blake Schutter Theil Wealth Advisors's MDT Position: Q3 2026 in Review

Blake Schutter Theil Wealth Advisors increased its Medtronic (MDT) stake by 8% in Q3 2026, buying an estimated $37.5K and bringing the position to 5,734 shares worth $495K. The position accounts for 0.34% of the portfolio, ranked #68.

Blake Schutter Theil Wealth Advisors first reported a position in MDT in Q3 2024 and has held it in 9 quarters since. The position peaked at $700K in Q3 2024. 1,475 funds tracked by Wall St. Rank hold MDT as of Q3 2026.

Blake Schutter Theil Wealth Advisors held 5,734 shares of Medtronic worth $495K as of Q3 2026.
Blake Schutter Theil Wealth Advisors bought 426 Medtronic shares in Q3 2026, an estimated $37.5K.
Medtronic made up 0.34% of Blake Schutter Theil Wealth Advisors's portfolio in Q3 2026, its #68 holding.
Blake Schutter Theil Wealth Advisors first reported a position in Medtronic in Q3 2024 and has held it in 9 quarters since.
Blake Schutter Theil Wealth Advisors's Medtronic position peaked at $700K in Q3 2024.
1,475 funds tracked by Wall St. Rank held Medtronic as of Q3 2026.

Based on Blake Schutter Theil Wealth Advisors's 13F filing for Q3 2026, filed 2 Nov 2026.