Caldwell Trust
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Caldwell Trust’s Medtronic MDT Stock Holding History

Caldwell Trust’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 		$514K Sell
5,958
-194
-3% -$17.1K 0.04% 231
2026
Q2 		$481K Sell
6,152
-684
-10% -$55.2K 0.04% 239
2026
Q1 		$592K Buy
6,836
+96
+1% +$9.2K 0.05% 212
2025
Q4 		$647K Sell
6,740
-928
-12% -$90.1K 0.06% 205
2025
Q3 		$730K Buy
7,668
+1,235
+19% +$114K 0.07% 190
2025
Q2 		$561K Buy
6,433
+525
+9% +$44.5K 0.06% 209
2025
Q1 		$531K Buy
5,908
+422
+8% +$37.8K 0.06% 209
2024
Q4 		$438K Sell
5,486
-483
-8% -$41.8K 0.05% 227
2024
Q3 		$537K Buy
5,969
+247
+4% +$20.8K 0.06% 220
2024
Q2 		$450K Sell
5,722
-595
-9% -$48.8K 0.05% 224
2024
Q1 		$551K Sell
6,317
-315
-5% -$26.9K 0.06% 205
2023
Q4 		$546K Buy
6,632
+96
+1% +$7.32K 0.07% 198
2023
Q3 		$512K Buy
6,536
+2,085
+47% +$175K 0.07% 195
2023
Q2 		$392K Buy
4,451
+44
+1% +$3.79K 0.05% 220
2023
Q1 		$355K Buy
4,407
+161
+4% +$13.1K 0.05% 227
2022
Q4 		$330K Sell
4,246
-621
-13% -$50.3K 0.05% 226
2022
Q3 		$393K Sell
4,867
-578
-11% -$51.9K 0.06% 206
2022
Q2 		$489K Sell
5,445
-246
-4% -$24.9K 0.07% 192
2022
Q1 		$631K Buy
5,691
+124
+2% +$13.1K 0.08% 183
2021
Q4 		$576K Buy
5,567
+67
+1% +$7.76K 0.07% 197
2021
Q3 		$689K Sell
5,500
-100
-2% -$12.9K 0.09% 167
2021
Q2 		$695K Sell
5,600
-156
-3% -$19.6K 0.09% 163
2021
Q1 		$680K Sell
5,756
-117
-2% -$13.7K 0.09% 158
2020
Q4 		$688K Buy
5,873
+212
+4% +$23.3K 0.1% 144
2020
Q3 		$588K Sell
5,661
-1,943
-26% -$195K 0.1% 145
2020
Q2 		$697K Sell
7,604
-51
-0.7% -$4.89K 0.12% 133
2020
Q1 		$690K Buy
7,655
+845
+12% +$89.9K 0.13% 128
2019
Q4 		$773K Buy
+6,810
New +$747K 0.12% 143

Other funds holding MDT

DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $19.7B AUM 7.08% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Lazard Frères Gestion
Lazard Frères Gestion Paris, France $5.95B AUM 23.43% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Saratoga Research & Investment Management
Saratoga Research & Investment Management Saratoga, California $1.82B AUM 11.8% 1-Year Est. Return

Caldwell Trust's MDT Position: Q3 2026 in Review

Caldwell Trust reduced its Medtronic (MDT) stake by 3.2% in Q3 2026, selling an estimated $17.1K and leaving 5,958 shares worth $514K. The position accounts for 0.04% of the portfolio, ranked #231.

Caldwell Trust first reported a position in MDT in Q4 2019 and has held it in 28 quarters since. The position peaked at $773K in Q4 2019. 1,063 funds tracked by Wall St. Rank hold MDT as of Q3 2026.

  • Caldwell Trust held 5,958 shares of Medtronic worth $514K as of Q3 2026.
  • Caldwell Trust sold 194 Medtronic shares in Q3 2026, an estimated $17.1K.
  • Medtronic made up 0.04% of Caldwell Trust's portfolio in Q3 2026, its #231 holding.
  • Caldwell Trust first reported a position in Medtronic in Q4 2019 and has held it in 28 quarters since.
  • Caldwell Trust's Medtronic position peaked at $773K in Q4 2019.
  • 1,063 funds tracked by Wall St. Rank held Medtronic as of Q3 2026.

Based on Caldwell Trust's 13F filing for Q3 2026, filed 30 Oct 2026.