Lakeside Advisors
MDT icon

Lakeside Advisors’s Medtronic MDT Stock Holding History

Lakeside Advisors’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 		$941K Sell
10,905
-663
-6% -$58.4K 0.55% 31
2026
Q2 		$905K Sell
11,568
-292
-2% -$23.6K 0.57% 34
2026
Q1 		$1.03M Sell
11,860
-93
-0.8% -$8.91K 0.69% 29
2025
Q4 		$1.15M Sell
11,953
-1,193
-9% -$116K 0.73% 26
2025
Q3 		$1.25M Sell
13,146
-243
-2% -$22.3K 0.79% 24
2025
Q2 		$1.17M Buy
13,389
+8
+0.1% +$678 0.75% 26
2025
Q1 		$1.2M Buy
13,381
+8
+0.1% +$716 0.8% 26
2024
Q4 		$1.07M Sell
13,373
-1,795
-12% -$155K 0.71% 26
2024
Q3 		$1.37M Sell
15,168
-243
-2% -$20.4K 0.86% 24
2024
Q2 		$1.21M Sell
15,411
-794
-5% -$65.1K 0.79% 24
2024
Q1 		$1.41M Sell
16,205
-194
-1% -$16.6K 0.9% 23
2023
Q4 		$1.35M Sell
16,399
-1,193
-7% -$90.9K 0.94% 24
2023
Q3 		$1.38M Sell
17,592
-95
-0.5% -$7.95K 1.06% 22
2023
Q2 		$1.56M Sell
17,687
-94
-0.5% -$8.09K 1.15% 21
2023
Q1 		$1.43M Buy
17,781
+6
+0% +$489 1.11% 22
2022
Q4 		$1.38M Sell
17,775
-294
-2% -$23.8K 1.13% 20
2022
Q3 		$1.46M Buy
18,069
+9,808
+119% +$881K 1.31% 17
2022
Q2 		$741K Buy
+8,261
New +$837K 0.63% 30

Other funds holding MDT

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Lakeside Advisors's MDT Position: Q3 2026 in Review

Lakeside Advisors reduced its Medtronic (MDT) stake by 5.7% in Q3 2026, selling an estimated $58.4K and leaving 10,905 shares worth $941K. The position accounts for 0.55% of the portfolio, ranked #31.

Lakeside Advisors first reported a position in MDT in Q2 2022 and has held it in 18 quarters since. The position peaked at $1.56M in Q2 2023. 1,676 funds tracked by Wall St. Rank hold MDT as of Q3 2026.

  • Lakeside Advisors held 10,905 shares of Medtronic worth $941K as of Q3 2026.
  • Lakeside Advisors sold 663 Medtronic shares in Q3 2026, an estimated $58.4K.
  • Medtronic made up 0.55% of Lakeside Advisors's portfolio in Q3 2026, its #31 holding.
  • Lakeside Advisors first reported a position in Medtronic in Q2 2022 and has held it in 18 quarters since.
  • Lakeside Advisors's Medtronic position peaked at $1.56M in Q2 2023.
  • 1,676 funds tracked by Wall St. Rank held Medtronic as of Q3 2026.

Based on Lakeside Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.