Highline Wealth Partners
MDT icon

Highline Wealth Partners’s Medtronic MDT Stock Holding History

Highline Wealth Partners’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 		$19.9K Buy
231
+41
+22% +$3.61K ﹤0.01% 441
2026
Q2 		$14.9K Sell
190
-10
-5% -$807 ﹤0.01% 454
2026
Q1 		$17.3K Sell
200
-96
-32% -$9.2K ﹤0.01% 328
2025
Q4 		$28.4K Buy
296
+89
+43% +$8.64K 0.01% 199
2025
Q3 		$19.7K Buy
207
+4
+2% +$368 0.01% 279
2025
Q2 		$17.7K Hold
203
– – 0.01% 242
2025
Q1 		$18.2K Buy
203
+34
+20% +$3.04K 0.01% 219
2024
Q4 		$13.5K Sell
169
-136
-45% -$11.8K ﹤0.01% 213
2024
Q3 		$27.5K Sell
305
-188
-38% -$15.8K 0.01% 161
2024
Q2 		$38.8K Sell
493
-91
-16% -$7.46K 0.01% 141
2024
Q1 		$50.9K Sell
584
-114
-16% -$9.7K 0.02% 134
2023
Q4 		$57.5K Buy
698
+561
+409% +$42.8K 0.03% 123
2023
Q3 		$10.7K Buy
137
+96
+234% +$8.04K 0.01% 181
2023
Q2 		$3.61K Hold
41
– – ﹤0.01% 193
2023
Q1 		$3.3K Sell
41
-16
-28% -$1.3K ﹤0.01% 198
2022
Q4 		$4.43K Buy
57
+16
+39% +$1.3K ﹤0.01% 180
2022
Q3 		$3.31K Buy
+41
New +$3.68K ﹤0.01% 182

Other funds holding MDT

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
M&G plc
M&G plc London, United Kingdom $19.9B AUM 15.09% 1-Year Est. Return
Beutel, Goodman & Co
Beutel, Goodman & Co Toronto, Ontario, Canada $12.7B AUM 12.76% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Equity Investment Corp
Equity Investment Corp Atlanta, Georgia $5.3B AUM 8.71% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Highline Wealth Partners's MDT Position: Q3 2026 in Review

Highline Wealth Partners increased its Medtronic (MDT) stake by 22% in Q3 2026, buying an estimated $3.61K and bringing the position to 231 shares worth $19.9K. The position accounts for ﹤0.01% of the portfolio, ranked #441.

Highline Wealth Partners first reported a position in MDT in Q3 2022 and has held it in 17 quarters since. The position peaked at $57.5K in Q4 2023. 1,135 funds tracked by Wall St. Rank hold MDT as of Q3 2026.

  • Highline Wealth Partners held 231 shares of Medtronic worth $19.9K as of Q3 2026.
  • Highline Wealth Partners bought 41 Medtronic shares in Q3 2026, an estimated $3.61K.
  • Medtronic made up ﹤0.01% of Highline Wealth Partners's portfolio in Q3 2026, its #441 holding.
  • Highline Wealth Partners first reported a position in Medtronic in Q3 2022 and has held it in 17 quarters since.
  • Highline Wealth Partners's Medtronic position peaked at $57.5K in Q4 2023.
  • 1,135 funds tracked by Wall St. Rank held Medtronic as of Q3 2026.

Based on Highline Wealth Partners's 13F filing for Q3 2026, filed 19 Oct 2026.