Essential Partners’s Medtronic MDT Stock Holding History

Essential 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	$148K	Buy	1,716 +602	+54%	+$53.1K	0.07%	323
2026 Q2	$87.1K	Sell	1,114 -180	-14%	-$14.5K	0.04%	455
2026 Q1	$112K	Sell	1,294 -4,325	-77%	-$414K	0.04%	398
2025 Q4	$540K	Buy	5,619 +12	+0.2%	+$1.17K	0.17%	171
2025 Q3	$534K	Buy	5,607 +1,439	+35%	+$132K	0.18%	167
2025 Q2	$363K	Buy	+4,168	New	+$353K	0.15%	203

Other funds holding MDT

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

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

MAA

Matrix Asset Advisors White Plains, New York $1.21B AUM 19.26% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

GGI

Godsey & Gibb Inc Richmond, Virginia $1.21B AUM 18.94% 1-Year Est. Return

Essential Partners's MDT Position: Q3 2026 in Review

Essential Partners increased its Medtronic (MDT) stake by 54% in Q3 2026, buying an estimated $53.1K and bringing the position to 1,716 shares worth $148K. The position accounts for 0.07% of the portfolio, ranked #323.

Essential Partners first reported a position in MDT in Q2 2025 and has held it in 6 quarters since. The position peaked at $540K in Q4 2025. 280 funds tracked by Wall St. Rank hold MDT as of Q3 2026.

Essential Partners held 1,716 shares of Medtronic worth $148K as of Q3 2026.
Essential Partners bought 602 Medtronic shares in Q3 2026, an estimated $53.1K.
Medtronic made up 0.07% of Essential Partners's portfolio in Q3 2026, its #323 holding.
Essential Partners first reported a position in Medtronic in Q2 2025 and has held it in 6 quarters since.
Essential Partners's Medtronic position peaked at $540K in Q4 2025.
280 funds tracked by Wall St. Rank held Medtronic as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.