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Gilpin Wealth Management’s Medtronic MDT Stock Holding History

Gilpin 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 		$238K Buy
2,757
+25
+0.9% +$2.2K 0.16% 117
2026
Q2 		$214K Sell
2,732
-68
-2% -$5.49K 0.15% 125
2026
Q1 		$243K Sell
2,800
-28
-1% -$2.68K 0.19% 105
2025
Q4 		$272K Buy
+2,828
New +$275K 0.22% 95

Other funds holding MDT

CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
AMBIA
Allen Mooney & Barnes Investment Advisors Thomasville, Georgia $673M AUM 20.03% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
SBWIC
Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return

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

Gilpin Wealth Management increased its Medtronic (MDT) stake by 0.92% in Q3 2026, buying an estimated $2.2K and bringing the position to 2,757 shares worth $238K. The position accounts for 0.16% of the portfolio, ranked #117.

Gilpin Wealth Management first reported a position in MDT in Q4 2025 and has held it in 4 quarters since. The position peaked at $272K in Q4 2025. 119 funds tracked by Wall St. Rank hold MDT as of Q3 2026.

  • Gilpin Wealth Management held 2,757 shares of Medtronic worth $238K as of Q3 2026.
  • Gilpin Wealth Management bought 25 Medtronic shares in Q3 2026, an estimated $2.2K.
  • Medtronic made up 0.16% of Gilpin Wealth Management's portfolio in Q3 2026, its #117 holding.
  • Gilpin Wealth Management first reported a position in Medtronic in Q4 2025 and has held it in 4 quarters since.
  • Gilpin Wealth Management's Medtronic position peaked at $272K in Q4 2025.
  • 119 funds tracked by Wall St. Rank held Medtronic as of Q3 2026.

Based on Gilpin Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.