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Burkett Financial Services’s Medtronic MDT Stock Holding History

Burkett Financial Services’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 		$28.9K Sell
335
-250
-43% -$22K 0.01% 208
2026
Q2 		$45.8K Hold
585
– – 0.01% 106
2026
Q1 		$50.7K Buy
585
+150
+34% +$14.4K 0.02% 96
2025
Q4 		$41.8K Hold
435
– – 0.01% 109
2025
Q3 		$41.4K Buy
435
+150
+53% +$13.8K 0.01% 102
2025
Q2 		$24.8K Hold
285
– – 0.01% 119
2025
Q1 		$25.6K Buy
285
+185
+185% +$16.6K 0.01% 123
2024
Q4 		$7.99K Hold
100
– – ﹤0.01% 148
2024
Q3 		$9K Hold
100
– – ﹤0.01% 140
2024
Q2 		$7.87K Hold
100
– – ﹤0.01% 144
2024
Q1 		$8.71K Hold
100
– – ﹤0.01% 148
2023
Q4 		$8.24K Buy
+100
New +$7.62K ﹤0.01% 142

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

Burkett Financial Services's MDT Position: Q3 2026 in Review

Burkett Financial Services reduced its Medtronic (MDT) stake by 43% in Q3 2026, selling an estimated $22K and leaving 335 shares worth $28.9K. The position accounts for 0.01% of the portfolio, ranked #208.

Burkett Financial Services first reported a position in MDT in Q4 2023 and has held it in 12 quarters since. The position peaked at $50.7K in Q1 2026. 119 funds tracked by Wall St. Rank hold MDT as of Q3 2026.

  • Burkett Financial Services held 335 shares of Medtronic worth $28.9K as of Q3 2026.
  • Burkett Financial Services sold 250 Medtronic shares in Q3 2026, an estimated $22K.
  • Medtronic made up 0.01% of Burkett Financial Services's portfolio in Q3 2026, its #208 holding.
  • Burkett Financial Services first reported a position in Medtronic in Q4 2023 and has held it in 12 quarters since.
  • Burkett Financial Services's Medtronic position peaked at $50.7K in Q1 2026.
  • 119 funds tracked by Wall St. Rank held Medtronic as of Q3 2026.

Based on Burkett Financial Services's 13F filing for Q3 2026, filed 1 Oct 2026.