InvesTrust
MDT icon

InvesTrust’s Medtronic MDT Stock Holding History

InvesTrust’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 		$350K Sell
4,056
-109
-3% -$9.6K 0.14% 86
2026
Q2 		$326K Hold
4,165
– – 0.13% 88
2026
Q1 		$361K Hold
4,165
– – 0.15% 85
2025
Q4 		$400K Sell
4,165
-65
-2% -$6.31K 0.15% 83
2025
Q3 		$403K Hold
4,230
– – 0.15% 84
2025
Q2 		$369K Hold
4,230
– – 0.14% 86
2025
Q1 		$380K Hold
4,230
– – 0.1% 85
2024
Q4 		$337K Buy
+4,230
New +$366K 0.09% 87

Other funds holding MDT

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
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $19.7B AUM 7.08% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 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

InvesTrust's MDT Position: Q3 2026 in Review

InvesTrust reduced its Medtronic (MDT) stake by 2.6% in Q3 2026, selling an estimated $9.6K and leaving 4,056 shares worth $350K. The position accounts for 0.14% of the portfolio, ranked #86.

InvesTrust first reported a position in MDT in Q4 2024 and has held it in 8 quarters since. The position peaked at $403K in Q3 2025. 987 funds tracked by Wall St. Rank hold MDT as of Q3 2026.

  • InvesTrust held 4,056 shares of Medtronic worth $350K as of Q3 2026.
  • InvesTrust sold 109 Medtronic shares in Q3 2026, an estimated $9.6K.
  • Medtronic made up 0.14% of InvesTrust's portfolio in Q3 2026, its #86 holding.
  • InvesTrust first reported a position in Medtronic in Q4 2024 and has held it in 8 quarters since.
  • InvesTrust's Medtronic position peaked at $403K in Q3 2025.
  • 987 funds tracked by Wall St. Rank held Medtronic as of Q3 2026.

Based on InvesTrust's 13F filing for Q3 2026, filed 14 Oct 2026.