Klingman & Associates’s Medtronic MDT Stock Holding History

Klingman & Associates’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	$415K	Buy	+4,804	New	+$423K	0.02%	254
2026 Q2	–	Sell	-2,420	Closed	-$210K	–	359
2026 Q1	$210K	Sell	2,420 -185	-7%	-$17.7K	0.01%	321
2025 Q4	$250K	Buy	2,605 +75	+3%	+$7.28K	0.01%	284
2025 Q3	$241K	Buy	+2,530	New	+$233K	0.01%	288
2016 Q4	–	Sell	-1,362	Closed	-$118K	–	229
2016 Q3	$118K	Hold	1,362	–	–	0.04%	125
2016 Q2	$118K	Hold	1,362	–	–	0.04%	124
2016 Q1	$102K	Sell	1,362 -25	-2%	-$1.88K	0.04%	138
2015 Q4	$107K	Hold	1,387	–	–	0.04%	151
2015 Q3	$92K	Hold	1,387	–	–	0.04%	163
2015 Q2	$103K	Hold	1,387	–	–	0.04%	131
2015 Q1	$108K	Buy	+1,387	New	+$105K	0.04%	123

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

Klingman & Associates's MDT Position: Q3 2026 in Review

Klingman & Associates opened a new position in Medtronic (MDT) in Q3 2026: 4,804 shares worth $415K. The stake represents 0.02% of the portfolio and ranks #254 among its holdings. This is a return to the name: Klingman & Associates previously reported a position in MDT as recently as Q1 2026.

Klingman & Associates first reported a position in MDT in Q1 2015 and has held it in 11 quarters since. 644 funds tracked by Wall St. Rank hold MDT as of Q3 2026.

Klingman & Associates held 4,804 shares of Medtronic worth $415K as of Q3 2026.
Medtronic was a new Klingman & Associates position in Q3 2026.
Medtronic made up 0.02% of Klingman & Associates's portfolio in Q3 2026, its #254 holding.
Klingman & Associates first reported a position in Medtronic in Q1 2015 and has held it in 11 quarters since.
644 funds tracked by Wall St. Rank held Medtronic as of Q3 2026.

Based on Klingman & Associates's 13F filing for Q3 2026, filed 20 Oct 2026.