Cove Private Wealth’s Medtronic MDT Stock Holding History

Cove Private Wealth’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	$1.09M	Buy	12,680 +6	+0%	+$529	0.19%	87
2026 Q2	$991K	Sell	12,674 -2,198	-15%	-$177K	0.19%	90
2026 Q1	$1.29M	Buy	14,872 +43	+0.3%	+$4.12K	0.29%	66
2025 Q4	$1.42M	Sell	14,829 -1,350	-8%	-$131K	0.42%	57
2025 Q3	$1.54M	Sell	16,179 -450	-3%	-$41.4K	0.49%	49
2025 Q2	$1.45M	Buy	16,629 +1,650	+11%	+$140K	0.51%	49
2025 Q1	$1.35M	Buy	14,979 +84	+0.6%	+$7.52K	0.71%	36
2024 Q4	$1.19M	Buy	14,895 +10	+0.1%	+$866	0.71%	38
2024 Q3	$1.34M	Hold	14,885	–	–	1.04%	28
2024 Q2	$1.17M	Hold	14,885	–	–	0.94%	32
2024 Q1	$1.3M	Hold	14,885	–	–	1.11%	28
2023 Q4	$1.23M	Buy	+14,885	New	+$1.13M	1.16%	29

Other funds holding MDT

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

Flossbach Von Storch Cologne, Germany $19.7B AUM 7.08% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Saratoga Research & Investment Management Saratoga, California $1.82B AUM 11.8% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

Cove Private Wealth's MDT Position: Q3 2026 in Review

Cove Private Wealth increased its Medtronic (MDT) stake by 0.05% in Q3 2026, buying an estimated $529 and bringing the position to 12,680 shares worth $1.09M. The position accounts for 0.19% of the portfolio, ranked #87.

Cove Private Wealth first reported a position in MDT in Q4 2023 and has held it in 12 quarters since. The position peaked at $1.54M in Q3 2025. 965 funds tracked by Wall St. Rank hold MDT as of Q3 2026.

Cove Private Wealth held 12,680 shares of Medtronic worth $1.09M as of Q3 2026.
Cove Private Wealth bought 6 Medtronic shares in Q3 2026, an estimated $529.
Medtronic made up 0.19% of Cove Private Wealth's portfolio in Q3 2026, its #87 holding.
Cove Private Wealth first reported a position in Medtronic in Q4 2023 and has held it in 12 quarters since.
Cove Private Wealth's Medtronic position peaked at $1.54M in Q3 2025.
965 funds tracked by Wall St. Rank held Medtronic as of Q3 2026.

Based on Cove Private Wealth's 13F filing for Q3 2026, filed 28 Oct 2026.