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GoalVest Advisory’s Medtronic MDT Stock Holding History

GoalVest Advisory’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 		$18.5K Buy
214
+180
+529% +$15.9K ﹤0.01% 325
2026
Q2 		$2.66K Hold
34
– – ﹤0.01% 432
2026
Q1 		$2.95K Sell
34
-270
-89% -$25.9K ﹤0.01% 416
2025
Q4 		$29.2K Buy
+304
New +$29.5K 0.01% 297
2025
Q2 		– Sell
-3
Closed -$270 – 471
2025
Q1 		$270 Sell
3
-27
-90% -$2.42K ﹤0.01% 417
2024
Q4 		$2.4K Buy
+30
New +$2.6K ﹤0.01% 337
2024
Q1 		– Sell
-14,820
Closed -$1.22M – 447
2023
Q4 		$1.22M Sell
14,820
-613
-4% -$46.7K 0.54% 24
2023
Q3 		$1.21M Sell
15,433
-164
-1% -$13.7K 0.61% 18
2023
Q2 		$1.37M Sell
15,597
-198
-1% -$17K 0.71% 13
2023
Q1 		$1.27M Buy
15,795
+6,376
+68% +$520K 0.75% 29
2022
Q4 		$732K Sell
9,419
-607
-6% -$49.2K 0.47% 52
2022
Q3 		$810K Sell
10,026
-7,035
-41% -$632K 0.57% 51
2022
Q2 		$1.54M Sell
17,061
-641
-4% -$64.9K 0.98% 25
2022
Q1 		$1.96M Buy
+17,702
New +$1.87M 1.11% 25
2021
Q2 		$642K Buy
+5,173
New +$650K 0.4% 70

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

GoalVest Advisory's MDT Position: Q3 2026 in Review

GoalVest Advisory increased its Medtronic (MDT) stake by 529% in Q3 2026, buying an estimated $15.9K and bringing the position to 214 shares worth $18.5K. The position accounts for ﹤0.01% of the portfolio, ranked #325.

GoalVest Advisory first reported a position in MDT in Q2 2021 and has held it in 15 quarters since. The position peaked at $1.96M in Q1 2022. 119 funds tracked by Wall St. Rank hold MDT as of Q3 2026.

  • GoalVest Advisory held 214 shares of Medtronic worth $18.5K as of Q3 2026.
  • GoalVest Advisory bought 180 Medtronic shares in Q3 2026, an estimated $15.9K.
  • Medtronic made up ﹤0.01% of GoalVest Advisory's portfolio in Q3 2026, its #325 holding.
  • GoalVest Advisory first reported a position in Medtronic in Q2 2021 and has held it in 15 quarters since.
  • GoalVest Advisory's Medtronic position peaked at $1.96M in Q1 2022.
  • 119 funds tracked by Wall St. Rank held Medtronic as of Q3 2026.

Based on GoalVest Advisory's 13F filing for Q3 2026, filed 2 Oct 2026.