CMH Wealth Management
MDT icon

CMH Wealth Management’s Medtronic MDT Stock Holding History

CMH 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 		$699K Sell
8,028
-5,790
-42% -$510K 0.11% 83
2026
Q2 		$1.09M Sell
13,818
-3,162
-19% -$255K 0.17% 79
2026
Q1 		$1.48M Buy
+16,980
New +$1.63M 0.25% 73

Other funds holding MDT

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $72.4B AUM 24.61% 1-Year Est. Return
M&G plc
M&G plc London, United Kingdom $19.9B AUM 15.09% 1-Year Est. Return
Beutel, Goodman & Co
Beutel, Goodman & Co Toronto, Ontario, Canada $12.7B AUM 12.76% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

CMH Wealth Management's MDT Position: Q3 2026 in Review

CMH Wealth Management reduced its Medtronic (MDT) stake by 42% in Q3 2026, selling an estimated $510K and leaving 8,028 shares worth $699K. The position accounts for 0.11% of the portfolio, ranked #83.

CMH Wealth Management first reported a position in MDT in Q1 2026 and has held it in 3 quarters since. The position peaked at $1.48M in Q1 2026. 1,271 funds tracked by Wall St. Rank hold MDT as of Q3 2026.

  • CMH Wealth Management held 8,028 shares of Medtronic worth $699K as of Q3 2026.
  • CMH Wealth Management sold 5,790 Medtronic shares in Q3 2026, an estimated $510K.
  • Medtronic made up 0.11% of CMH Wealth Management's portfolio in Q3 2026, its #83 holding.
  • CMH Wealth Management first reported a position in Medtronic in Q1 2026 and has held it in 3 quarters since.
  • CMH Wealth Management's Medtronic position peaked at $1.48M in Q1 2026.
  • 1,271 funds tracked by Wall St. Rank held Medtronic as of Q3 2026.

Based on CMH Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.