Jeppson Wealth Management
MDT icon

Jeppson Wealth Management’s Medtronic MDT Stock Holding History

Jeppson Wealth Management’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 		$560K Buy
6,487
+54
+0.8% +$4.76K 0.16% 126
2026
Q2 		$503K Buy
6,433
+1,391
+28% +$112K 0.15% 137
2026
Q1 		$437K Buy
5,042
+890
+21% +$85.3K 0.14% 137
2025
Q4 		$399K Sell
4,152
-100
-2% -$9.7K 0.13% 143
2025
Q3 		$405K Sell
4,252
-60
-1% -$5.52K 0.13% 142
2025
Q2 		$376K Sell
4,312
-35
-0.8% -$2.97K 0.13% 140
2025
Q1 		$391K Hold
4,347
– – 0.14% 136
2024
Q4 		$347K Sell
4,347
-15
-0.3% -$1.3K 0.13% 143
2024
Q3 		$393K Sell
4,362
-85
-2% -$7.15K 0.14% 138
2024
Q2 		$350K Sell
4,447
-86
-2% -$7.05K 0.13% 143
2024
Q1 		$395K Buy
4,533
+150
+3% +$12.8K 0.15% 139
2023
Q4 		$361K Buy
4,383
+413
+10% +$31.5K 0.15% 138
2023
Q3 		$311K Buy
3,970
+110
+3% +$9.21K 0.14% 141
2023
Q2 		$340K Buy
3,860
+340
+10% +$29.3K 0.15% 140
2023
Q1 		$284K Buy
3,520
+15
+0.4% +$1.22K 0.12% 149
2022
Q4 		$272K Sell
3,505
-1,268
-27% -$103K 0.11% 155
2022
Q3 		$385K Sell
4,773
-2,973
-38% -$267K 0.17% 118
2022
Q2 		$695K Buy
7,746
+3,092
+66% +$313K 0.3% 76
2022
Q1 		$516K Buy
4,654
+2,069
+80% +$219K 0.24% 93
2021
Q4 		$267K Hold
2,585
– – 0.13% 134
2021
Q3 		$324K Hold
2,585
– – 0.17% 107
2021
Q2 		$320K Hold
2,585
– – 0.17% 105
2021
Q1 		$305K Sell
2,585
-10
-0.4% -$1.17K 0.18% 105
2020
Q4 		$304K Hold
2,595
– – 0.2% 99
2020
Q3 		$270K Buy
+2,595
New +$261K 0.21% 96

Other funds holding MDT

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $72.4B AUM 24.61% 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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Jeppson Wealth Management's MDT Position: Q3 2026 in Review

Jeppson Wealth Management increased its Medtronic (MDT) stake by 0.84% in Q3 2026, buying an estimated $4.76K and bringing the position to 6,487 shares worth $560K. The position accounts for 0.16% of the portfolio, ranked #126.

Jeppson Wealth Management first reported a position in MDT in Q3 2020 and has held it in 25 quarters since. The position peaked at $695K in Q2 2022. 1,360 funds tracked by Wall St. Rank hold MDT as of Q3 2026.

  • Jeppson Wealth Management held 6,487 shares of Medtronic worth $560K as of Q3 2026.
  • Jeppson Wealth Management bought 54 Medtronic shares in Q3 2026, an estimated $4.76K.
  • Medtronic made up 0.16% of Jeppson Wealth Management's portfolio in Q3 2026, its #126 holding.
  • Jeppson Wealth Management first reported a position in Medtronic in Q3 2020 and has held it in 25 quarters since.
  • Jeppson Wealth Management's Medtronic position peaked at $695K in Q2 2022.
  • 1,360 funds tracked by Wall St. Rank held Medtronic as of Q3 2026.

Based on Jeppson Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.