DM
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Diversified Management’s Medtronic MDT Stock Holding History

Diversified 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 		$861K Buy
+9,977
New +$879K 0.15% 123
2026
Q2 		– Sell
-11,688
Closed -$1.01M – 233
2026
Q1 		$1.01M Buy
11,688
+8,422
+258% +$807K 0.17% 126
2025
Q4 		$314K Buy
+3,266
New +$317K 0.07% 133

Other funds holding MDT

CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
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
SBWIC
Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return

Diversified Management's MDT Position: Q3 2026 in Review

Diversified Management opened a new position in Medtronic (MDT) in Q3 2026: 9,977 shares worth $861K. The stake represents 0.15% of the portfolio and ranks #123 among its holdings. This is a return to the name: Diversified Management previously reported a position in MDT as recently as Q1 2026.

Diversified Management first reported a position in MDT in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.01M in Q1 2026. 119 funds tracked by Wall St. Rank hold MDT as of Q3 2026.

  • Diversified Management held 9,977 shares of Medtronic worth $861K as of Q3 2026.
  • Medtronic was a new Diversified Management position in Q3 2026.
  • Medtronic made up 0.15% of Diversified Management's portfolio in Q3 2026, its #123 holding.
  • Diversified Management first reported a position in Medtronic in Q4 2025 and has held it in 3 quarters since.
  • Diversified Management's Medtronic position peaked at $1.01M in Q1 2026.
  • 119 funds tracked by Wall St. Rank held Medtronic as of Q3 2026.

Based on Diversified Management's 13F filing for Q3 2026, filed 8 Oct 2026.