Cherry Tree Wealth Management
MDT icon

Cherry Tree Wealth Management’s Medtronic MDT Stock Holding History

Cherry Tree 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 		$482K Hold
5,588
– – 0.09% 101
2026
Q2 		$437K Sell
5,588
-2,776
-33% -$224K 0.08% 106
2026
Q1 		$725K Sell
8,364
-2,750
-25% -$263K 0.15% 78
2025
Q4 		$1.07M Sell
11,114
-342
-3% -$33.2K 0.23% 72
2025
Q3 		$1.09M Hold
11,456
– – 0.24% 68
2025
Q2 		$999K Sell
11,456
-8
-0.1% -$678 0.23% 69
2025
Q1 		$1.03M Hold
11,464
– – 0.25% 69
2024
Q4 		$916K Buy
11,464
+8
+0.1% +$693 0.23% 71
2024
Q3 		$1.03M Sell
11,456
-1,152
-9% -$96.9K 0.24% 70
2024
Q2 		$992K Sell
12,608
-2,527
-17% -$207K 0.25% 66
2024
Q1 		$1.32M Hold
15,135
– – 0.33% 59
2023
Q4 		$1.25M Hold
15,135
– – 0.33% 57
2023
Q3 		$1.19M Buy
15,135
+3,474
+30% +$291K 0.35% 49
2023
Q2 		$1.03M Buy
+11,661
New +$1M 0.3% 55

Other funds holding MDT

Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 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
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
Cooke & Bieler
Cooke & Bieler Philadelphia, Pennsylvania $6.36B AUM 0.55% 1-Year Est. Return

Cherry Tree Wealth Management's MDT Position: Q3 2026 in Review

Cherry Tree Wealth Management held its Medtronic (MDT) position steady in Q3 2026 at 5,588 shares worth $482K. The position accounts for 0.09% of the portfolio, ranked #101.

Cherry Tree Wealth Management first reported a position in MDT in Q2 2023 and has held it in 14 quarters since. The position peaked at $1.32M in Q1 2024. 644 funds tracked by Wall St. Rank hold MDT as of Q3 2026.

  • Cherry Tree Wealth Management held 5,588 shares of Medtronic worth $482K as of Q3 2026.
  • Cherry Tree Wealth Management left its Medtronic share count unchanged in Q3 2026.
  • Medtronic made up 0.09% of Cherry Tree Wealth Management's portfolio in Q3 2026, its #101 holding.
  • Cherry Tree Wealth Management first reported a position in Medtronic in Q2 2023 and has held it in 14 quarters since.
  • Cherry Tree Wealth Management's Medtronic position peaked at $1.32M in Q1 2024.
  • 644 funds tracked by Wall St. Rank held Medtronic as of Q3 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.