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Congress Asset Management’s Medtronic MDT Stock Holding History

Congress Asset 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 		$76.2M Buy
+883,081
New +$77.8M 0.49% 75
2017
Q3 		– Sell
-5,395
Closed -$479K – 391
2017
Q2 		$479K Buy
5,395
+150
+3% +$12.6K 0.01% 228
2017
Q1 		$423K Hold
5,245
– – 0.01% 229
2016
Q4 		$374K Buy
5,245
+655
+14% +$51.5K 0.01% 233
2016
Q3 		$397K Buy
4,590
+115
+3% +$10K 0.01% 200
2016
Q2 		$388K Sell
4,475
-2,440
-35% -$197K 0.01% 205
2016
Q1 		$519K Buy
6,915
+1,440
+26% +$108K 0.01% 192
2015
Q4 		$421K Hold
5,475
– – 0.01% 205
2015
Q3 		$366K Sell
5,475
-9
-0.2% -$663 0.01% 193
2015
Q2 		$406K Buy
5,484
+5
+0.1% +$382 0.01% 203
2015
Q1 		$427K Sell
5,479
-405
-7% -$30.7K 0.01% 197
2014
Q4 		$425K Sell
5,884
-900
-13% -$62.5K 0.01% 205
2014
Q3 		$420K Buy
6,784
+1,309
+24% +$83.2K 0.01% 206
2014
Q2 		$349K Buy
5,475
+500
+10% +$30.4K 0.01% 213
2014
Q1 		$306K Buy
4,975
+460
+10% +$26.8K 0.01% 217
2013
Q4 		$259K Sell
4,515
-20,655
-82% -$1.17M 0.01% 214
2013
Q3 		$1.34M Buy
25,170
+6,790
+37% +$365K 0.04% 175
2013
Q2 		$946K Buy
+18,380
New +$909K 0.03% 175

Other funds holding MDT

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
HHAA
Henry H. Armstrong Associates Pittsburgh, Pennsylvania $1.12B AUM 9.9% 1-Year Est. Return
ANBT
American National Bank & Trust Wichita Falls, Texas $1.09B AUM 26.59% 1-Year Est. Return

Congress Asset Management's MDT Position: Q3 2026 in Review

Congress Asset Management opened a new position in Medtronic (MDT) in Q3 2026: 883,081 shares worth $76.2M. The stake represents 0.49% of the portfolio and ranks #75 among its holdings. This is a return to the name: Congress Asset Management previously reported a position in MDT as recently as Q2 2017.

Congress Asset Management first reported a position in MDT in Q2 2013 and has held it in 18 quarters since. 89 funds tracked by Wall St. Rank hold MDT as of Q3 2026.

  • Congress Asset Management held 883,081 shares of Medtronic worth $76.2M as of Q3 2026.
  • Medtronic was a new Congress Asset Management position in Q3 2026.
  • Medtronic made up 0.49% of Congress Asset Management's portfolio in Q3 2026, its #75 holding.
  • Congress Asset Management first reported a position in Medtronic in Q2 2013 and has held it in 18 quarters since.
  • 89 funds tracked by Wall St. Rank held Medtronic as of Q3 2026.

Based on Congress Asset Management's 13F filing for Q3 2026, filed 6 Oct 2026.