Inlet Private Wealth
MDT icon

Inlet Private Wealth’s Medtronic MDT Stock Holding History

Inlet Private 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 		$259K Hold
3,000
– – 0.06% 128
2026
Q2 		$235K Sell
3,000
-3,600
-55% -$290K 0.06% 127
2026
Q1 		$572K Sell
6,600
-5,450
-45% -$522K 0.15% 95
2025
Q4 		$1.16M Sell
12,050
-840
-7% -$81.6K 0.27% 75
2025
Q3 		$1.23M Buy
12,890
+190
+1% +$17.5K 0.28% 81
2025
Q2 		$1.11M Hold
12,700
– – 0.27% 82
2025
Q1 		$1.14M Sell
12,700
-3,401
-21% -$304K 0.3% 78
2024
Q4 		$1.29M Sell
16,101
-11,393
-41% -$986K 0.34% 77
2024
Q3 		$2.48M Sell
27,494
-36,800
-57% -$3.1M 0.63% 54
2024
Q2 		$5.06M Buy
64,294
+150
+0.2% +$12.3K 1.38% 27
2024
Q1 		$5.59M Buy
64,144
+3,260
+5% +$278K 1.56% 24
2023
Q4 		$5.02M Sell
60,884
-1,400
-2% -$107K 1.54% 24
2023
Q3 		$4.88M Sell
62,284
-1,575
-2% -$132K 1.6% 21
2023
Q2 		$5.63M Buy
63,859
+1,275
+2% +$110K 1.42% 21
2023
Q1 		$5.05M Buy
62,584
+3,775
+6% +$308K 1.31% 21
2022
Q4 		$4.57M Buy
+58,809
New +$4.77M 1.17% 27

Other funds holding MDT

Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Saratoga Research & Investment Management
Saratoga Research & Investment Management Saratoga, California $1.82B AUM 11.8% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
Cooke & Bieler
Cooke & Bieler Philadelphia, Pennsylvania $6.36B AUM 0.55% 1-Year Est. Return

Inlet Private Wealth's MDT Position: Q3 2026 in Review

Inlet Private Wealth held its Medtronic (MDT) position steady in Q3 2026 at 3,000 shares worth $259K. The position accounts for 0.06% of the portfolio, ranked #128.

Inlet Private Wealth first reported a position in MDT in Q4 2022 and has held it in 16 quarters since. The position peaked at $5.63M in Q2 2023. 644 funds tracked by Wall St. Rank hold MDT as of Q3 2026.

  • Inlet Private Wealth held 3,000 shares of Medtronic worth $259K as of Q3 2026.
  • Inlet Private Wealth left its Medtronic share count unchanged in Q3 2026.
  • Medtronic made up 0.06% of Inlet Private Wealth's portfolio in Q3 2026, its #128 holding.
  • Inlet Private Wealth first reported a position in Medtronic in Q4 2022 and has held it in 16 quarters since.
  • Inlet Private Wealth's Medtronic position peaked at $5.63M in Q2 2023.
  • 644 funds tracked by Wall St. Rank held Medtronic as of Q3 2026.

Based on Inlet Private Wealth's 13F filing for Q3 2026, filed 21 Oct 2026.