Forza Wealth Management
MDT icon

Forza Wealth Management’s Medtronic MDT Stock Holding History

Forza Wealth Management’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 		$664K Buy
7,693
+1,006
+15% +$88.7K 0.19% 109
2026
Q2 		$523K Sell
6,687
-400
-6% -$32.3K 0.16% 127
2026
Q1 		$614K Buy
7,087
+288
+4% +$27.6K 0.21% 113
2025
Q4 		$653K Buy
6,799
+1,275
+23% +$124K 0.24% 95
2025
Q3 		$526K Buy
5,524
+760
+16% +$69.9K 0.2% 116
2025
Q2 		$415K Buy
4,764
+610
+15% +$51.7K 0.17% 136
2025
Q1 		$373K Buy
4,154
+90
+2% +$8.05K 0.17% 134
2024
Q4 		$325K Buy
4,064
+403
+11% +$34.9K 0.15% 147
2024
Q3 		$330K Buy
3,661
+1,055
+40% +$88.8K 0.15% 144
2024
Q2 		$205K Buy
+2,606
New +$214K 0.11% 163
2023
Q3 		– Sell
-2,382
Closed -$210K – 184
2023
Q2 		$210K Sell
2,382
-208
-8% -$17.9K 0.11% 175
2023
Q1 		$209K Buy
+2,590
New +$211K 0.11% 173

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
Miller Howard Investments
Miller Howard Investments Kingston, New York $3.72B AUM 18.2% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return

Forza Wealth Management's MDT Position: Q3 2026 in Review

Forza Wealth Management increased its Medtronic (MDT) stake by 15% in Q3 2026, buying an estimated $88.7K and bringing the position to 7,693 shares worth $664K. The position accounts for 0.19% of the portfolio, ranked #109.

Forza Wealth Management first reported a position in MDT in Q1 2023 and has held it in 12 quarters since. 697 funds tracked by Wall St. Rank hold MDT as of Q3 2026.

  • Forza Wealth Management held 7,693 shares of Medtronic worth $664K as of Q3 2026.
  • Forza Wealth Management bought 1,006 Medtronic shares in Q3 2026, an estimated $88.7K.
  • Medtronic made up 0.19% of Forza Wealth Management's portfolio in Q3 2026, its #109 holding.
  • Forza Wealth Management first reported a position in Medtronic in Q1 2023 and has held it in 12 quarters since.
  • 697 funds tracked by Wall St. Rank held Medtronic as of Q3 2026.

Based on Forza Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.