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Cornerstone Wealth Management’s Medtronic MDT Stock Holding History

Cornerstone 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 		$902K Sell
10,454
-5,481
-34% -$483K 0.04% 351
2026
Q2 		$1.25M Buy
15,935
+1,184
+8% +$95.5K 0.05% 302
2026
Q1 		$1.28M Buy
14,751
+83
+0.6% +$7.95K 0.06% 264
2025
Q4 		$1.41M Buy
14,668
+320
+2% +$31.1K 0.07% 228
2025
Q3 		$1.37M Buy
14,348
+507
+4% +$46.6K 0.08% 224
2025
Q2 		$1.21M Sell
13,841
-35
-0.3% -$2.97K 0.07% 230
2025
Q1 		$1.25M Sell
13,876
-366
-3% -$32.8K 0.08% 205
2024
Q4 		$1.14M Buy
14,242
+1,464
+11% +$127K 0.08% 212
2024
Q3 		$1.15M Buy
12,778
+586
+5% +$49.3K 0.08% 197
2024
Q2 		$960K Buy
12,192
+549
+5% +$45K 0.07% 211
2024
Q1 		$1.01M Buy
11,643
+661
+6% +$56.4K 0.08% 201
2023
Q4 		$905K Buy
10,982
+940
+9% +$71.6K 0.08% 214
2023
Q3 		$787K Buy
10,042
+1,469
+17% +$123K 0.07% 225
2023
Q2 		$755K Buy
8,573
+985
+13% +$84.8K 0.07% 231
2023
Q1 		$612K Buy
+7,588
New +$618K 0.06% 252
2022
Q3 		$486K Sell
6,015
-1,208
-17% -$109K 0.05% 258
2022
Q2 		$648K Buy
7,223
+1,398
+24% +$142K 0.07% 219
2022
Q1 		$646K Buy
5,825
+191
+3% +$20.2K 0.06% 235
2021
Q4 		$577K Sell
5,634
-114
-2% -$13.2K 0.06% 260
2021
Q3 		$721K Buy
5,748
+395
+7% +$51.1K 0.08% 223
2021
Q2 		$664K Buy
5,353
+1,017
+23% +$128K 0.07% 243
2021
Q1 		$512K Sell
4,336
-403
-9% -$47.2K 0.06% 267
2020
Q4 		$555K Buy
4,739
+41
+0.9% +$4.51K 0.07% 231
2020
Q3 		$488K Buy
4,698
+447
+11% +$44.9K 0.07% 220
2020
Q2 		$390K Sell
4,251
-407
-9% -$39K 0.06% 247
2020
Q1 		$420K Buy
4,658
+2,475
+113% +$263K 0.08% 217
2019
Q4 		$248K Sell
2,183
-171
-7% -$18.8K 0.04% 301
2019
Q3 		$256K Buy
+2,354
New +$246K 0.05% 288
2019
Q2 		– Sell
-2,499
Closed -$715K – 451
2019
Q1 		$715K Buy
+2,499
New +$224K 0.09% 236
2016
Q4 		– Sell
-4,271
Closed -$369K – 294
2016
Q3 		$369K Buy
+4,271
New +$372K 0.14% 149

Other funds holding MDT

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

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

Cornerstone Wealth Management reduced its Medtronic (MDT) stake by 34% in Q3 2026, selling an estimated $483K and leaving 10,454 shares worth $902K. The position accounts for 0.04% of the portfolio, ranked #351.

Cornerstone Wealth Management first reported a position in MDT in Q3 2016 and has held it in 30 quarters since. The position peaked at $1.41M in Q4 2025. 1,676 funds tracked by Wall St. Rank hold MDT as of Q3 2026.

  • Cornerstone Wealth Management held 10,454 shares of Medtronic worth $902K as of Q3 2026.
  • Cornerstone Wealth Management sold 5,481 Medtronic shares in Q3 2026, an estimated $483K.
  • Medtronic made up 0.04% of Cornerstone Wealth Management's portfolio in Q3 2026, its #351 holding.
  • Cornerstone Wealth Management first reported a position in Medtronic in Q3 2016 and has held it in 30 quarters since.
  • Cornerstone Wealth Management's Medtronic position peaked at $1.41M in Q4 2025.
  • 1,676 funds tracked by Wall St. Rank held Medtronic as of Q3 2026.

Based on Cornerstone Wealth Management's 13F filing for Q3 2026, filed 4 Nov 2026.