Ellevest Inc
MDT icon

Ellevest Inc’s Medtronic MDT Stock Holding History

Ellevest Inc’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 		$385K Sell
4,411
-1,006
-19% -$88.7K 0.04% 295
2026
Q2 		$431K Buy
5,417
+2,226
+70% +$180K 0.05% 288
2026
Q1 		$276K Sell
3,191
-1,320
-29% -$126K 0.04% 337
2025
Q4 		$433K Sell
4,511
-591
-12% -$57.4K 0.06% 255
2025
Q3 		$486K Sell
5,102
-1,550
-23% -$142K 0.07% 228
2025
Q2 		$580K Buy
6,652
+207
+3% +$17.6K 0.09% 165
2025
Q1 		$579K Buy
+6,445
New +$577K 0.04% 171
2024
Q4 		– Sell
-2,364
Closed -$213K – 444
2024
Q3 		$213K Sell
2,364
-216
-8% -$18.2K 0.01% 396
2024
Q2 		$203K Sell
2,580
-2,564
-50% -$210K 0.01% 384
2024
Q1 		$448K Buy
5,144
+6
+0.1% +$512 0.03% 230
2023
Q4 		$423K Sell
5,138
-1,326
-21% -$101K 0.03% 226
2023
Q3 		$507K Buy
6,464
+955
+17% +$79.9K 0.04% 144
2023
Q2 		$485K Buy
5,509
+1,232
+29% +$106K 0.04% 158
2023
Q1 		$345K Buy
4,277
+2,783
+186% +$227K 0.03% 210
2022
Q4 		$116K Sell
1,494
-685
-31% -$55.5K 0.01% 407
2022
Q3 		$176K Buy
2,179
+1,577
+262% +$142K 0.02% 299
2022
Q2 		$54K Sell
602
-520
-46% -$52.7K 0.01% 546
2022
Q1 		$124K Buy
1,122
+312
+39% +$33K 0.01% 378
2021
Q4 		$84K Buy
810
+82
+11% +$9.5K 0.01% 420
2021
Q3 		$91K Sell
728
-52
-7% -$6.73K 0.01% 386
2021
Q2 		$97K Buy
780
+51
+7% +$6.4K 0.01% 375
2021
Q1 		$86K Sell
729
-22
-3% -$2.58K 0.01% 368
2020
Q4 		$88K Sell
751
-1,557
-67% -$171K 0.01% 337
2020
Q3 		$240K Sell
2,308
-1,722
-43% -$173K 0.04% 113
2020
Q2 		$370K Buy
4,030
+782
+24% +$75K 0.08% 70
2020
Q1 		$293K Buy
3,248
+2,866
+750% +$305K 0.08% 66
2019
Q4 		$43K Buy
382
+275
+257% +$30.2K 0.01% 224
2019
Q3 		$12K Buy
+107
New +$11.2K ﹤0.01% 217

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
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
WCM Investment Management
WCM Investment Management Laguna Beach, California $59.1B AUM 41.96% 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
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
M&G plc
M&G plc London, United Kingdom $19.9B AUM 15.09% 1-Year Est. Return

Ellevest Inc's MDT Position: Q3 2026 in Review

Ellevest Inc reduced its Medtronic (MDT) stake by 19% in Q3 2026, selling an estimated $88.7K and leaving 4,411 shares worth $385K. The position accounts for 0.04% of the portfolio, ranked #295.

Ellevest Inc first reported a position in MDT in Q3 2019 and has held it in 28 quarters since. The position peaked at $580K in Q2 2025. 1,475 funds tracked by Wall St. Rank hold MDT as of Q3 2026.

  • Ellevest Inc held 4,411 shares of Medtronic worth $385K as of Q3 2026.
  • Ellevest Inc sold 1,006 Medtronic shares in Q3 2026, an estimated $88.7K.
  • Medtronic made up 0.04% of Ellevest Inc's portfolio in Q3 2026, its #295 holding.
  • Ellevest Inc first reported a position in Medtronic in Q3 2019 and has held it in 28 quarters since.
  • Ellevest Inc's Medtronic position peaked at $580K in Q2 2025.
  • 1,475 funds tracked by Wall St. Rank held Medtronic as of Q3 2026.

Based on Ellevest Inc's 13F filing for Q3 2026, filed 10 Nov 2026.