Fiduciary Alliance’s Medtronic MDT Stock Holding History

Fiduciary Alliance’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	$2.37M	Buy	27,510 +20,201	+276%	+$1.78M	0.18%	131
2026 Q2	$572K	Sell	7,309 -329	-4%	-$26.5K	0.04%	343
2026 Q1	$665K	Buy	7,638 +223	+3%	+$21.4K	0.04%	326
2025 Q4	$712K	Sell	7,415 -240	-3%	-$23.3K	0.05%	289
2025 Q3	$729K	Sell	7,655 -466	-6%	-$42.8K	0.05%	277
2025 Q2	$708K	Buy	8,121 +2,068	+34%	+$175K	0.05%	272
2025 Q1	$544K	Buy	6,053 +169	+3%	+$15.1K	0.05%	241
2024 Q4	$470K	Buy	+5,884	New	+$509K	0.05%	244
2023 Q3	–	Sell	-394	Closed	-$34.7K	–	627
2023 Q2	$34.7K	Buy	+394	New	+$33.9K	0.01%	360
2023 Q1	–	Sell	-177	Closed	-$13.8K	–	560
2022 Q4	$13.8K	Buy	+177	New	+$14.3K	﹤0.01%	354

Other funds holding MDT

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

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Saratoga Research & Investment Management Saratoga, California $1.82B AUM 11.8% 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

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Miller Howard Investments Kingston, New York $3.72B AUM 18.2% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return

Fiduciary Alliance's MDT Position: Q3 2026 in Review

Fiduciary Alliance increased its Medtronic (MDT) stake by 276% in Q3 2026, buying an estimated $1.78M and bringing the position to 27,510 shares worth $2.37M. The position accounts for 0.18% of the portfolio, ranked #131.

Fiduciary Alliance first reported a position in MDT in Q4 2022 and has held it in 10 quarters since. 697 funds tracked by Wall St. Rank hold MDT as of Q3 2026.

Fiduciary Alliance held 27,510 shares of Medtronic worth $2.37M as of Q3 2026.
Fiduciary Alliance bought 20,201 Medtronic shares in Q3 2026, an estimated $1.78M.
Medtronic made up 0.18% of Fiduciary Alliance's portfolio in Q3 2026, its #131 holding.
Fiduciary Alliance first reported a position in Medtronic in Q4 2022 and has held it in 10 quarters since.
697 funds tracked by Wall St. Rank held Medtronic as of Q3 2026.

Based on Fiduciary Alliance's 13F filing for Q3 2026, filed 13 Oct 2026.