Fifth Third Wealth Advisors
MDT icon

Fifth Third Wealth Advisors’s Medtronic MDT Stock Holding History

Fifth Third Wealth Advisors’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 		$1.56M Sell
18,047
-1,889
-9% -$166K 0.04% 245
2026
Q2 		$1.56M Sell
19,936
-3,245
-14% -$262K 0.04% 237
2026
Q1 		$2.01M Buy
23,181
+1,489
+7% +$143K 0.07% 184
2025
Q4 		$2.08M Sell
21,692
-998
-4% -$96.9K 0.07% 167
2025
Q3 		$2.16M Sell
22,690
-39
-0.2% -$3.58K 0.08% 153
2025
Q2 		$1.98M Sell
22,729
-4,462
-16% -$378K 0.08% 161
2025
Q1 		$2.44M Buy
27,191
+1,322
+5% +$118K 0.13% 111
2024
Q4 		$2.07M Sell
25,869
-2,343
-8% -$203K 0.11% 120
2024
Q3 		$2.54M Sell
28,212
-309
-1% -$26K 0.16% 98
2024
Q2 		$2.24M Buy
28,521
+14,375
+102% +$1.18M 0.17% 80
2024
Q1 		$1.23M Buy
14,146
+8,054
+132% +$687K 0.19% 83
2023
Q4 		$502K Buy
6,092
+237
+4% +$18.1K 0.16% 116
2023
Q3 		$459K Buy
5,855
+1,150
+24% +$96.3K 0.19% 110
2023
Q2 		$415K Buy
+4,705
New +$405K 0.27% 92

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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
Cooke & Bieler
Cooke & Bieler Philadelphia, Pennsylvania $6.36B AUM 0.55% 1-Year Est. Return

Fifth Third Wealth Advisors's MDT Position: Q3 2026 in Review

Fifth Third Wealth Advisors reduced its Medtronic (MDT) stake by 9.5% in Q3 2026, selling an estimated $166K and leaving 18,047 shares worth $1.56M. The position accounts for 0.04% of the portfolio, ranked #245.

Fifth Third Wealth Advisors first reported a position in MDT in Q2 2023 and has held it in 14 quarters since. The position peaked at $2.54M in Q3 2024. 644 funds tracked by Wall St. Rank hold MDT as of Q3 2026.

  • Fifth Third Wealth Advisors held 18,047 shares of Medtronic worth $1.56M as of Q3 2026.
  • Fifth Third Wealth Advisors sold 1,889 Medtronic shares in Q3 2026, an estimated $166K.
  • Medtronic made up 0.04% of Fifth Third Wealth Advisors's portfolio in Q3 2026, its #245 holding.
  • Fifth Third Wealth Advisors first reported a position in Medtronic in Q2 2023 and has held it in 14 quarters since.
  • Fifth Third Wealth Advisors's Medtronic position peaked at $2.54M in Q3 2024.
  • 644 funds tracked by Wall St. Rank held Medtronic as of Q3 2026.

Based on Fifth Third Wealth Advisors's 13F filing for Q3 2026, filed 22 Oct 2026.