High Net Worth Advisory Group’s Medtronic MDT Stock Holding History

High Net Worth Advisory Group’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	$921K	Hold	10,676	–	–	0.19%	108
2026 Q2	$835K	Sell	10,676 -1,500	-12%	-$121K	0.18%	117
2026 Q1	$1.06M	Buy	12,176 +1	+0%	+$96	0.25%	95
2025 Q4	$1.17M	Hold	12,175	–	–	0.27%	84
2025 Q3	$1.16M	Sell	12,175 -431	-3%	-$39.6K	0.28%	83
2025 Q2	$1.1M	Sell	12,606 -2,500	-17%	-$212K	0.29%	77
2025 Q1	$1.36M	Buy	15,106 +1	+0%	+$89	0.38%	60
2024 Q4	$1.21M	Hold	15,105	–	–	0.34%	66
2024 Q3	$1.36M	Hold	15,105	–	–	0.37%	63
2024 Q2	$1.19M	Sell	15,105 -500	-3%	-$41K	0.36%	62
2024 Q1	$1.36M	Buy	15,605 +1,902	+14%	+$162K	0.43%	55
2023 Q4	$1.13M	Sell	13,703 -90	-0.7%	-$6.86K	0.42%	57
2023 Q3	$1.08M	Sell	13,793 -13	-0.1%	-$1.09K	0.43%	60
2023 Q2	$1.22M	Hold	13,806	–	–	0.47%	58
2023 Q1	$1.11M	Buy	13,806 +412	+3%	+$33.6K	0.45%	57
2022 Q4	$1.04M	Buy	13,394 +251	+2%	+$20.3K	0.4%	59
2022 Q3	$1.06M	Hold	13,143	–	–	0.45%	54
2022 Q2	$1.18M	Hold	13,143	–	–	0.49%	53
2022 Q1	$1.46M	Sell	13,143 -250	-2%	-$26.4K	0.53%	48
2021 Q4	$1.38M	Buy	+13,393	New	+$1.55M	0.48%	52

Other funds holding MDT

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $59.1B AUM 41.96% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return

M&G plc London, United Kingdom $19.9B AUM 15.09% 1-Year Est. Return

High Net Worth Advisory Group's MDT Position: Q3 2026 in Review

High Net Worth Advisory Group held its Medtronic (MDT) position steady in Q3 2026 at 10,676 shares worth $921K. The position accounts for 0.19% of the portfolio, ranked #108.

High Net Worth Advisory Group first reported a position in MDT in Q4 2021 and has held it in 20 quarters since. The position peaked at $1.46M in Q1 2022. 1,475 funds tracked by Wall St. Rank hold MDT as of Q3 2026.

High Net Worth Advisory Group held 10,676 shares of Medtronic worth $921K as of Q3 2026.
High Net Worth Advisory Group left its Medtronic share count unchanged in Q3 2026.
Medtronic made up 0.19% of High Net Worth Advisory Group's portfolio in Q3 2026, its #108 holding.
High Net Worth Advisory Group first reported a position in Medtronic in Q4 2021 and has held it in 20 quarters since.
High Net Worth Advisory Group's Medtronic position peaked at $1.46M in Q1 2022.
1,475 funds tracked by Wall St. Rank held Medtronic as of Q3 2026.

Based on High Net Worth Advisory Group's 13F filing for Q3 2026, filed 26 Oct 2026.