EWP
MDT icon

Elevation Wealth Partners’s Medtronic MDT Stock Holding History

Elevation Wealth Partners’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 		$65.3K Buy
757
+562
+288% +$49.5K 0.02% 305
2026
Q2 		$15.3K Buy
195
+57
+41% +$4.6K ﹤0.01% 672
2026
Q1 		$12K Buy
138
+16
+13% +$1.53K ﹤0.01% 474
2025
Q4 		$11.7K Buy
122
+7
+6% +$680 ﹤0.01% 459
2025
Q3 		$11K Buy
+115
New +$10.6K ﹤0.01% 381
2024
Q1 		– Sell
-800
Closed -$62.7K – 493
2023
Q4 		$62.7K Buy
+800
New +$61K 0.04% 191

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

Elevation Wealth Partners's MDT Position: Q3 2026 in Review

Elevation Wealth Partners increased its Medtronic (MDT) stake by 288% in Q3 2026, buying an estimated $49.5K and bringing the position to 757 shares worth $65.3K. The position accounts for 0.02% of the portfolio, ranked #305.

Elevation Wealth Partners first reported a position in MDT in Q4 2023 and has held it in 6 quarters since. 119 funds tracked by Wall St. Rank hold MDT as of Q3 2026.

  • Elevation Wealth Partners held 757 shares of Medtronic worth $65.3K as of Q3 2026.
  • Elevation Wealth Partners bought 562 Medtronic shares in Q3 2026, an estimated $49.5K.
  • Medtronic made up 0.02% of Elevation Wealth Partners's portfolio in Q3 2026, its #305 holding.
  • Elevation Wealth Partners first reported a position in Medtronic in Q4 2023 and has held it in 6 quarters since.
  • 119 funds tracked by Wall St. Rank held Medtronic as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.