Chapin Davis’s Medtronic MDT Stock Holding History

Chapin Davis’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	$607K	Buy	7,032 +3,134	+80%	+$276K	0.12%	128
2026 Q2	$305K	Buy	3,898 +1,151	+42%	+$92.9K	0.05%	192
2026 Q1	$238K	Buy	+2,747	New	+$263K	0.05%	229
2023 Q3	–	Sell	-2,540	Closed	-$224K	–	222
2023 Q2	$224K	Sell	2,540 -2	-0.1%	-$172	0.11%	179
2023 Q1	$205K	Buy	+2,542	New	+$207K	0.11%	193

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

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

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

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

Chapin Davis's MDT Position: Q3 2026 in Review

Chapin Davis increased its Medtronic (MDT) stake by 80% in Q3 2026, buying an estimated $276K and bringing the position to 7,032 shares worth $607K. The position accounts for 0.12% of the portfolio, ranked #128.

Chapin Davis first reported a position in MDT in Q1 2023 and has held it in 5 quarters since. 255 funds tracked by Wall St. Rank hold MDT as of Q3 2026.

Chapin Davis held 7,032 shares of Medtronic worth $607K as of Q3 2026.
Chapin Davis bought 3,134 Medtronic shares in Q3 2026, an estimated $276K.
Medtronic made up 0.12% of Chapin Davis's portfolio in Q3 2026, its #128 holding.
Chapin Davis first reported a position in Medtronic in Q1 2023 and has held it in 5 quarters since.
255 funds tracked by Wall St. Rank held Medtronic as of Q3 2026.

Based on Chapin Davis's 13F filing for Q3 2026, filed 9 Oct 2026.