Holos Integrated Wealth’s Medtronic MDT Stock Holding History

Holos Integrated Wealth’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	$13.2K	Hold	142	–	–	0.01%	248
2026 Q2	$11.9K	Hold	142	–	–	0.01%	255
2026 Q1	$12.3K	Hold	142	–	–	0.01%	246
2025 Q4	$13.6K	Buy	142 +114	+407%	+$11.1K	0.01%	186
2025 Q3	$2.67K	Hold	28	–	–	﹤0.01%	259
2025 Q2	$2.6K	Sell	28 -189	-87%	-$16K	﹤0.01%	263
2025 Q1	$19.5K	Sell	217 -49	-18%	-$4.38K	0.01%	156
2024 Q4	$21.2K	Buy	+266	New	+$23K	0.01%	151

Other funds holding MDT

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Saratoga Research & Investment Management Saratoga, California $1.82B AUM 11.8% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $6.36B AUM 0.55% 1-Year Est. Return

Holos Integrated Wealth's MDT Position: Q3 2026 in Review

Holos Integrated Wealth held its Medtronic (MDT) position steady in Q3 2026 at 142 shares worth $13.2K. The position accounts for 0.01% of the portfolio, ranked #248.

Holos Integrated Wealth first reported a position in MDT in Q4 2024 and has held it in 8 quarters since. The position peaked at $21.2K in Q4 2024. 644 funds tracked by Wall St. Rank hold MDT as of Q3 2026.

Holos Integrated Wealth held 142 shares of Medtronic worth $13.2K as of Q3 2026.
Holos Integrated Wealth left its Medtronic share count unchanged in Q3 2026.
Medtronic made up 0.01% of Holos Integrated Wealth's portfolio in Q3 2026, its #248 holding.
Holos Integrated Wealth first reported a position in Medtronic in Q4 2024 and has held it in 8 quarters since.
Holos Integrated Wealth's Medtronic position peaked at $21.2K in Q4 2024.
644 funds tracked by Wall St. Rank held Medtronic as of Q3 2026.

Based on Holos Integrated Wealth's 13F filing for Q3 2026, filed 23 Oct 2026.