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EPIQ Partners’s Medtronic MDT Stock Holding History

EPIQ 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 		$1.35M Buy
15,662
+4,509
+40% +$397K 0.58% 41
2026
Q2 		$872K Sell
11,153
-100
-0.9% -$8.07K 0.37% 46
2026
Q1 		$975K Hold
11,253
– – 0.46% 46
2025
Q4 		$1.08M Hold
11,253
– – 0.5% 45
2025
Q3 		$1.07M Hold
11,253
– – 0.51% 42
2025
Q2 		$981K Sell
11,253
-1,000
-8% -$84.8K 0.5% 43
2025
Q1 		$1.1M Hold
12,253
– – 0.58% 41
2024
Q4 		$979K Sell
12,253
-1,200
-9% -$104K 0.53% 42
2024
Q3 		$1.21M Hold
13,453
– – 0.67% 35
2024
Q2 		$1.06M Hold
13,453
– – 0.72% 35
2024
Q1 		$1.17M Hold
13,453
– – 0.78% 35
2023
Q4 		$1.11M Sell
13,453
-4,700
-26% -$358K 0.79% 35
2023
Q3 		$1.42M Hold
18,153
– – 1.07% 30
2023
Q2 		$1.6M Buy
18,153
+300
+2% +$25.8K 1.09% 32
2023
Q1 		$1.44M Sell
17,853
-956
-5% -$77.9K 0.99% 34
2022
Q4 		$1.46M Sell
18,809
-300
-2% -$24.3K 0.97% 36
2022
Q3 		$1.54M Buy
19,109
+1,283
+7% +$115K 0.95% 39
2022
Q2 		$1.6M Sell
17,826
-24
-0.1% -$2.43K 0.98% 39
2022
Q1 		$1.98M Sell
17,850
-868
-5% -$91.7K 1.06% 37
2021
Q4 		$1.94M Sell
18,718
-200
-1% -$23.2K 1.03% 37
2021
Q3 		$2.37M Buy
18,918
+3,717
+24% +$481K 1.09% 37
2021
Q2 		$1.89M Buy
15,201
+24
+0.2% +$3.01K 0.95% 38
2021
Q1 		$1.79M Sell
15,177
-208
-1% -$24.4K 1.03% 38
2020
Q4 		$1.8M Hold
15,385
– – 1.25% 32
2020
Q3 		$1.68M Sell
15,385
-300
-2% -$30.1K 1.27% 33
2020
Q2 		$1.44M Hold
15,685
– – 1.31% 31
2020
Q1 		$1.41M Buy
15,685
+208
+1% +$22.1K 1.56% 28
2019
Q4 		$1.76M Buy
+15,477
New +$1.7M 1.78% 26

Other funds holding MDT

Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Saratoga Research & Investment Management
Saratoga Research & Investment Management Saratoga, California $1.82B AUM 11.8% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
Matrix Asset Advisors
Matrix Asset Advisors White Plains, New York $1.21B AUM 19.26% 1-Year Est. Return
Willis Investment Counsel
Willis Investment Counsel Gainesville, Georgia $1.97B AUM 25.29% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

EPIQ Partners's MDT Position: Q3 2026 in Review

EPIQ Partners increased its Medtronic (MDT) stake by 40% in Q3 2026, buying an estimated $397K and bringing the position to 15,662 shares worth $1.35M. The position accounts for 0.58% of the portfolio, ranked #41.

EPIQ Partners first reported a position in MDT in Q4 2019 and has held it in 28 quarters since. The position peaked at $2.37M in Q3 2021. 478 funds tracked by Wall St. Rank hold MDT as of Q3 2026.

  • EPIQ Partners held 15,662 shares of Medtronic worth $1.35M as of Q3 2026.
  • EPIQ Partners bought 4,509 Medtronic shares in Q3 2026, an estimated $397K.
  • Medtronic made up 0.58% of EPIQ Partners's portfolio in Q3 2026, its #41 holding.
  • EPIQ Partners first reported a position in Medtronic in Q4 2019 and has held it in 28 quarters since.
  • EPIQ Partners's Medtronic position peaked at $2.37M in Q3 2021.
  • 478 funds tracked by Wall St. Rank held Medtronic as of Q3 2026.

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