Cooper Financial Group
MDT icon

Cooper Financial Group’s Medtronic MDT Stock Holding History

Cooper Financial Group’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 		$731K Sell
8,476
-442
-5% -$39K 0.06% 207
2026
Q2 		$698K Sell
8,918
-402
-4% -$32.4K 0.06% 218
2026
Q1 		$808K Buy
9,320
+244
+3% +$23.4K 0.08% 187
2025
Q4 		$872K Sell
9,076
-228
-2% -$22.1K 0.09% 160
2025
Q3 		$886K Sell
9,304
-461
-5% -$42.4K 0.1% 159
2025
Q2 		$851K Buy
9,765
+203
+2% +$17.2K 0.1% 163
2025
Q1 		$859K Buy
9,562
+811
+9% +$72.6K 0.11% 166
2024
Q4 		$699K Buy
8,751
+247
+3% +$21.4K 0.08% 190
2024
Q3 		$766K Buy
8,504
+163
+2% +$13.7K 0.1% 181
2024
Q2 		$657K Sell
8,341
-106
-1% -$8.69K 0.1% 181
2024
Q1 		$736K Buy
8,447
+615
+8% +$52.5K 0.12% 159
2023
Q4 		$645K Buy
7,832
+1,640
+26% +$125K 0.12% 170
2023
Q3 		$485K Buy
6,192
+265
+4% +$22.2K 0.12% 194
2023
Q2 		$522K Buy
5,927
+547
+10% +$47.1K 0.13% 181
2023
Q1 		$434K Buy
5,380
+1,935
+56% +$158K 0.12% 191
2022
Q4 		$268K Buy
3,445
+124
+4% +$10K 0.08% 238
2022
Q3 		$268K Buy
3,321
+541
+19% +$48.6K 0.1% 200
2022
Q2 		$249K Buy
2,780
+217
+8% +$22K 0.09% 206
2022
Q1 		$284K Buy
2,563
+557
+28% +$58.8K 0.11% 182
2021
Q4 		$208K Buy
+2,006
New +$232K 0.08% 221
2021
Q1 		– Sell
-2,841
Closed -$333K – 283
2020
Q4 		$333K Buy
+2,841
New +$313K 0.07% 202

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

Cooper Financial Group's MDT Position: Q3 2026 in Review

Cooper Financial Group reduced its Medtronic (MDT) stake by 5% in Q3 2026, selling an estimated $39K and leaving 8,476 shares worth $731K. The position accounts for 0.06% of the portfolio, ranked #207.

Cooper Financial Group first reported a position in MDT in Q4 2020 and has held it in 21 quarters since. The position peaked at $886K in Q3 2025. 1,271 funds tracked by Wall St. Rank hold MDT as of Q3 2026.

  • Cooper Financial Group held 8,476 shares of Medtronic worth $731K as of Q3 2026.
  • Cooper Financial Group sold 442 Medtronic shares in Q3 2026, an estimated $39K.
  • Medtronic made up 0.06% of Cooper Financial Group's portfolio in Q3 2026, its #207 holding.
  • Cooper Financial Group first reported a position in Medtronic in Q4 2020 and has held it in 21 quarters since.
  • Cooper Financial Group's Medtronic position peaked at $886K in Q3 2025.
  • 1,271 funds tracked by Wall St. Rank held Medtronic as of Q3 2026.

Based on Cooper Financial Group's 13F filing for Q3 2026, filed 7 Oct 2026.